Reports to: Jane E. Anderson-Wymer and Randy Wymer—Owner/Management/Producers
Performs the essential functions of the position including fulfilling client’s requests, with regards to their insurance policies, and assisting producers/owners as necessary. Provides prompt, efficient, high-quality service to policyholders, potential clients and owner/management/producers.
Essential Job Functions
Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Gather information and determine acceptability and placement. Complete applications or endorsements requests, and collect premium when applicable.
Maintain timely and thorough customer and carrier interactions to minimize the potential for error and omissions claims.
Review existing accounts to determine if additional lines of insurance should be solicited and do so by mail and phone.
Review existing accounts at least 30 days prior to renewal to determine if non-standard policies can be rewritten in a standard program.
Receive and review all cancellations to determine necessary actions.
Handle premium collection and cancel policies when necessary.
Maintain own follow-up and suspense file on outstanding orders and correspondence. Follow-up on all overdue and suspense items. Maintain expiration control log.
Actively solicit increase in coverage or rounding out of accounts through sales to clients at every service contact.
Actively seek referrals from current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system.
Maintain working knowledge of all rating products and processes.
Document ALL conversations (phone, face to face, email, text) with clients and prospects in an activity log and/or client file.
Perform other functions as assigned by management.
Knowledge, Skills and Abilities
Have genuine concern for clients’ security and protection.
Be willing to pursue insurance education/licensing (if not already achieved).
Must have good communication skills, both verbal and written.
Have a pleasant telephone personality.
Be computer literate and have typing ability.
Must acquire PA Insurance license within the first 6 months of employment.
Must be physically able to work a minimum of 40 hours per week in the office.
The employee is regularly required to see, hear, and project voice well enough without amplification.
Ability to use a personal computer, calculator, typewriter and various agency software programs.
This job description is not intended as a contract and is subject to unilateral change and revision by management with or without notice at any time. Any written contractual agreements will supersede this job description.