Personal Lines Services Rep

What You Will Do

• Supports the service needs of clients and agency management through assigned tasks.
• Engages in marketing activity, client service, support, and reporting/analytical functions.
• Maintains production and quality standards.
• Cross-sells and supports new business sales efforts.
• Completes requested account and policy updates and changes.
• Answers sales calls and quotes and issues policies changes according to business need.
• Reviews and processes renewals, recommending coverage enhancements as applicable.
• Informs clients of policy changes, exclusions of coverage, and insurance coverage needs.
• Handles daily/monthly reporting requirements related to agency management system and agency operational requirements.
• Analyzes reports and reconciles discrepancies.
• Affords assistance in auditing work product to ensure policies and procedures are compliant.
• Performs other job-related duties to help drive the organization's vision, purpose, and values.

What We Require

• Bachelor degree in Business Administration or equivalent education and/or experience.
• Minimum of four (4) years of personal lines insurance experience, or equivalent in a related field.
• Experience using Vertafore AMS 360 agency management system.
• Full knowledge of personal lines insurance products and usages.
• Able to maintain confidentiality and perform within time constraints.
• Able to work in a flexible and high-volume environment.
• Knowledge of Microsoft Word and Excel.
• Able to perform a large number of steps in complex systems with accuracy and speed.
• Able to assist new business sales and retain existing business.
• Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.