Licensed P&C Agent - Up To $2,500.00 New Hire Bonus

  • National General Insurance
  • Stockton, CA, United States

Job Description

Primary Purpose:

This position is responsible for the sales and service of PEIC policies and customers. They are responsible for the day-to-day interactions with customers as well as adhering to all underwriting rules and guidelines to ensure a profitable book of business.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Generates new business opportunities and sells new business policies
  • Provides exceptional customer service through face-to-face, telephone, or written inquiries from clients regarding coverage, rating, and billing procedures
  • Determines acceptability of new & renewal business per the company's Underwriting rules and guidelines using information gathered from insured, brush fire reports, motor vehicle records, CLUE reports, inspections, and risk notices from claims
  • Services existing policies as well as soliciting additional lines of business or coverage through cross-selling.
  • Updates rating information and verifies accuracy of policy information
  • Provides rate and coverage information to prospective clients' inquiries
  • Special projects as assigned by management

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma, or GED
  • Current Property and Casualty Insurance License
  • 2+ years insurance work experience
  • Must have good verbal and written communication skills
  • Organizational skills and attention to detail. Must be able to prioritize and plan multiple tasks and assignments
  • Must be able to learn different computer programs and software applications. Working knowledge of software applications (i.e., Word, Excel) helpful
  • Must be able to work as a member of a team as well as independently
  • Must have the ability to work independently to solicit and produce new business and seek new business opportunities

Desired Skills:

  • Bachelor Degree
  • 5+ years in Personal Lines Insurance as a Producer or CSR
  • Previous customer service, sales, insurance experience
  • Must be professional and customer focused
  • Must perform well in high-energy, dynamic, and team oriented environment

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