Detail oriented, personable person responsible for greeting customers, answering phones, helping clients, and transferring calls as necessary. Also, responsible for supporting the Personal Lines Account Managers. This is a Full Time-Partially remote position, with the opportunity for a 3-2 remote schedule after a 60-day training opportunity.

Schedule: Monday – Friday 8:30-5

Experience and Education

• High school diploma or equivalent
• Experience in a customer facing job is preferred.

Essential Tasks

• Greet visitors
• Manage phone calls
• Process incoming and outgoing mail.
• Assist Account Managers with making coverage changes and complete all service requests according to workflows.
• Process requests accurately and swiftly while maintaining detailed customer records.
• Handle or refer insured’s questions or concerns
• Interact with others effectively, using good communication skills, cooperate positively and provide information and guidance, as needed, to contribute to the business efforts of the agency
• Other job duties as assigned

Specific Knowledge, Skills, and Abilities

• Self-starter with the ability to work independently to accomplish established agency goals
• Ability to work as a team player with a committed, positive approach
• Above average communication skills, both verbal and written
• Critical thinking skills with the ability to use logic and reasoning to identify deficiencies or other concerns
• Intermediate knowledge of Microsoft Office Products Outlook, Teams, Word, and Excel preferred, and comfort with computer software technology in general.
• Strong organizational and time management skills, with an attention to detail
• Commitment to continuous learning

Responsible for account retention ratio, profitability, and production of a personal lines book of business. This is a Full Time position, with the opportunity for a 3-2 remote schedule after a 60-day training period.

Schedule: Monday – Friday 8:30-5

Experience and Education

• High school diploma or equivalent
• Georgia Property and Casualty License (Required)
• Minimum 3 years of experience as Personal Lines Account Manager at an independent agency is preferred
• Knowledge of Applied Systems’ Epic is preferred

Essential Tasks

• Actively identify gaps in coverage and advise for additional coverages at every service contact.
• Prepare rating quotes and proposals to sell to clients.
• Educate clients about policy changes, exclusions of coverage, and insurance coverage needs
• Actively seek referrals from the current client base to solicit new business prospects.
• Handle renewals and remarkets according to workflow
• Assist clients with making coverage changes and complete all service requests according to workflow while maintaining detailed customer records
• Interact with others effectively, using good communication skills, cooperate positively and provide information and guidance, as needed, to contribute to the business efforts of the agency
• Keep informed of industry information, new product information, coverages, and technology through company trainings and independent research.
• Other job duties as assigned

Specific Knowledge, Skills, and Abilities

• Self-starter with the ability to work independently to accomplish established agency goals
• Ability to work as a team player with a committed, positive approach
• Ability to communicate effectively, both in the verbal and written word
• Critical thinking skills with the ability to use logic and reasoning to identify deficiencies or other concerns
• Intermediate knowledge of Microsoft Office Products Outlook, Teams, Word, and Excel preferred, and comfort with computer software technology in general.
• Strong organizational and time management skills, with an attention to detail
• Excellent knowledge of personal insurance policies and coverage
• Commitment to continuous learning