Are you the right person for the job?
Our team loves to laugh, challenge each other and work hard. We're a forward-thinking agency that prioritizes correct coverage and service for our clients. If this sounds like the kind of team you would like to be a part of, then please review our current openings below. Send your resume to info @ brevardinsurance.com and make sure you mention which position you are interested in.
The Personal Lines Sales Agent is responsible for managing sales to attract and retain a profitable book of personal lines business.
Must have NC property and casualty license with 5+ years experience.
Responsibilities
- Generate quotes
- Proactively generate leads through community involvement, established frameworks, and innovative networking strategies
- Inform and educate clients about coverage, exclusions, and exposures
- Participate in marketing initiatives
- Cross-sell current book of business
- Maintain appropriate licensing and pursue continuing education (e.g., CIC designation, professional development courses)
- Maintain a new business quarterly production quota
- Accurately document all client, carrier, and prospect communications in the agency management system
Preferred skills and qualifications
- Excellent written and verbal communication skills
- Able to work well with many kinds of people
- Able to set accurate and predictable expectations with our customers
- Independently motivated
- Solve complex problems
- Detail oriented
Salary and Benefits
- Health, vision and dental insurance
- Employer sponsored retirement plan with 401k
- Flexible PTO and vacation policy
Salary based on experience with opportunities for growth
Must have property and casualty license with 5+ years experience.
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
Salary and Benefits
- Health, vision and dental insurance
- Employer sponsored retirement plan with 401k
- Flexible PTO and vacation policy
Salary based on experience with opportunities for growth
Preferred skills and qualifications
- 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.
This position assists the personal lines sales and service team in achieving departmental goals.
Preferred skills and qualifications
- 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.
Responsibilities
- Adhere to current processing procedures to maintain consistency and high service standards.
- Answer billing questions, process billing changes on carrier websites, and follow up on billing changes. Assist in training new employees in billing practices.
- Take change request forms from the client experience team, process changes on carrier websites, document them, and follow-up to verify completion and accuracy.
- Assist in new marketing efforts of the personal lines sales team, including but not limited to data entry, assisting in quote preparation and delivery for new and existing clients, sending quote links, and following up to ensure completion.
- Perform data entry and quote preparation for newly collected data forms.
- Follow up with claims adjusters, carriers, and clients to ensure claims are progressing as necessary.
- Process renewals, binders, ID cards, invoicing, and other documentation.
- Ensure all tasks are completed accurately and in a timely manner to support team efficiency and client satisfaction.
- Complete additional duties as required or needed.
Salary and Benefits
- Health, vision and dental insurance
- Employer sponsored retirement plan with 401k
- Flexible PTO and vacation policy
Salary based on experience with opportunities for growth