INSURANCE AGENT - PERSONAL LINES

Metairie, LA | TempToFT

Post Date: 03/13/2017 Job ID: 25160 Industry: None

PLEASE SEND RESUMES TO ALISON@FLEXICREW.COM

FTS is seeking an Insurance Specialist for a CONTRACT TO HIRE opportunity working with a Family Oriented Personal Insurance firm in Metairie.

GENERAL DESCRIPTION :

Servicing, retention and rounding of Personal Insurance accounts, according to agency procedures and standards. Ideal candidate will be an energetic self starter, who works well in a highly automated, team environment.

MAJOR RESPONSIBILITIES :

Service

  • Ability to handle complex accounts.

  • Ordering and processing renewal and change requests with an emphasis on Personal Insurance Risk Management.

  • Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs.

  • Assists clients with reporting claims.

  • Works to ensure that the agency goal of 95% retention is met. Acting proactively to retain accounts; Following up on Broker of Record letters, according to agency procedures and standards.

Account Rounding

  • Actively solicits and processes additional lines of coverage for all accounts and working to book of business.

  • Ability to provide basic information on all AWS Insurance services and direct clients accordingly.

Team Work

  • Maintains a courteous and effective relationship with clients, co-workers, Carriers and other business contacts.

  • Ability to share knowledge and skills with others.

Professional Developments

  • Remains informed regarding industry information, new product information, legislation, coverage s and technology.

Performance Standards :

  • Adherence to developed procedures and guidelines

  • 95% retention rate of existing accounts

  • Responsive to client, carrier and management requests

  • Effective team player to both the department and the agency as a whole

  • Continuous effort to improve knowledge and performance

Requirements:

Experience

  • 3 years Personal Lines Agency experience in a highly automated, transactional filing environment, with the ability to handle complex accounts.

Education

  • Professional Designation encouraged

Knowledge

  • Good command of all lines of personal insurance coverage

  • Understanding of contracts, Carrier products, coverage forms and underwriting guidelines

  • Desire to work on continuing education requirements

  • Knowledge and ability to use applicable rating programs.

Other

  • LA State Agents License required

  • Proficient in Windows, Microsoft Office & Agency Management Systems

  • Keyboarding skills of 55 wpm

  • Excellent organization, communication written, oral and automation skills.

  • Must maintain a professional appearance.

  • Good negotiation skills.

  • Ability to take direction and work both independently and as part of a team.

Job Type: Full-time

Salary: $35,000.00 to $40,000.00 /year

Required experience:

  • Insurance: 3 years

Required license or certification:

  • Insurance License


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