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