• Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines.
• Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships.
• Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and hadle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed.
• Mainains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position.

Other Functions Of The Job

• Identify cross sell and up-sell opportunities as appropriate.
• Expand and grow in your role when supporting miscellaneous duties as requested.

Skills / Traits That We Value For This Role

• Insurance experience in customer service or account management for 3 years or more.
• Property/Casualty License (all lines).
• Relevant knowledge of insurance products, documents and usages.
• Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred.
• Ability to work well independently and on a team.
• Incredible attention to detail and organizational skills.
• Open to continuing education, college degree or equivalent industry designations.
• Positive attitude, even in a fast-paced environment.
• A passion to make customers and coworkers feel important and valued.
• Capability to work quickly and efficiently.
• Methodical, yet swift decision-making skills.
• Precise communication skills, even under time constraints.

A Bit About

• 
  We are not a call center environment.
• We achieve success by building genuine relationships together, with our teams and clients.
• We are a family-owned insurance broker (70+ years!).
• We are deeply committed to the communities we serve and love to get involved.
• We work hard and play hard!

Why ?:

• 
  Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision—and SO many more).
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old).
• Educational support, career development, and growth opportunities.
• Job Security (we've never had a lay-off, even during the pandemic).
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm.
• Comfortable, family-oriented culture, with an emphasis on work life balance.
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
• Fulfilling opportunities that align with your career path and our business needs.