We’re growing!

Responsibilities

• Assisting clients navigate life changes that impact insurance portfolio
• Generate quotes
• Process policy changes
• Maintain and update client files in our agency management system
• Inform and educate clients about coverage, exclusions, and exposures
• Renew and re-market accounts as needed in conjunction with agency standards. Participate in marketing initiatives
• Cross sell current book of business

• Health, vision and dental insurance
• Employer sponsored retirement plan with 401k
• Flexible PTO and vacation policy

• Strong verbal and written communication skills with the ability to build positive relationships.
• Sound judgment and decision-making abilities.
• Excellent organization, prioritization, and time management skills.
• Strong attention to detail and accuracy.
• Problem-solving skills, including claims resolution and the ability to analyze systems and data to determine appropriate solutions.
• Proficiency in phone and computer skills, including word processing, spreadsheets, carrier quoting systems, Ezlynx Agency Management System, and internet-based tools.