Primary Responsibilities and Duties

Process applications, prepare quotes & proposals, issue policies, certificates, endorsements, billing, ACORD forms, policy changes to clients.
Manage assigned book of business.
Gather necessary information to process insurance renewals and new business.
Assist with claim processing.
Explain products, services, premiums, and answer questions from prospects and customers.
Maintain product knowledge.
Maintain the Applied EPIC Agency Management System records in an up-to-date manner.
Handle premium financing, collecting policy premiums and processing to carriers.
Identify and address the client’s needs and fill any coverage or policy gaps that are recognized.

Knowledge, Skills, and Abilities

Property & Casualty License required; accreditations desirable (CISR, CIC, CRM, CPIA…).
Superior organizational skills.
Self-starter – ability to work independently.
Exceptional verbal communication skills.
Good familiarity with office software applications – G Suite knowledge is a plus; Microsoft Office, including Microsoft Excel.
Knowledge of common business structures.
Organizational skills, including maintaining statement of values.
Required: Experience with Applied Epic.
Detail oriented.
Comfortable working in a fast-paced environment.
Dedicated to completing tasks in a timely manner.
Ability and desire to learn new things.
Commercial insurance experience - 3+ years experience required.