Job Description

Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job it’s our mission.  We are passionate about educating every one of our clients and make the insurance experience the best it can be.  So if you have the heart of a teacher and am ambition to learn and grow, this is the place for you!  We promise to provide any and all the support that you need to be the best you can be! Roles & Responsibilities:  _Include the following. Other duties may be assigned. _

• Make changes to current personal lines policies for existing clients 
• Assist the renewal process for all Personal Lines clients
• Reach out to current clients to offer additional lines of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
• Cross-sell existing clients by referring personal lines clients to our commercial lines department
• Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
• Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
• Proactive calling on claims following our claims process
• Identifying opportunities to add value to the client experience
• Process premium payments
• Rewrite non renewals and cancellations
• Quote and write overflow of new business
• Assist with incoming calls

Requirements:

• High School / GED Education required
• Willing to obtain CA P&C and Life & Health License
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Display excellent professional and genuine client facing communication skills
• Possess excellent written, verbal, organizational/prioritization and attention to detail skills
• Enjoys working independently and in a team environment
• Must be punctual, reliable and able to keep information confidential
• Previous work experience in sales, marketing, promotions or customer service is helpful

Benefits:

• Hourly wage plus commission
• Paid Time Off
• Group Health Benefits
• Simple IRA Company Match
• Access to insurance industry experts for mentoring
• Great Work Environment
• Room For Growth

Agency Culture: We are dedicated to building a great team by having weekly lunches, quarterly fun days and getting involved in community events.  Blackwell Insurance Agency is a member of the Lake Forest Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.