Insurance Agent

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November 6

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SafeGuard Insurance Agency

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B2C • B2B • Finance

SafeGuard Insurance Agency is an independent full-service insurance agency that provides customized insurance solutions for individuals and businesses. The agency offers a wide range of coverages including auto, home, renters, commercial and business insurance, trucking and fleet policies, bonds, life and health plans, and specialty lines for boats, motorcycles, RVs, and pets. With multiple Valley locations, over 20 years of experience, and a focus on personalized service and comparing multiple carriers, SafeGuard helps clients find tailored policies and competitive quotes for total peace of mind.

11 - 50 employees

Founded 2001

👥 B2C

🤝 B2B

💸 Finance

📋 Description

• Coordinate day to day service needs for clients • Coordinate marketing for new and renewal coverages • Coordinate preparation of summaries of insurance, schedules, loss summaries, proposals • Coordinate claim and cancellation activities for client • Maintain client files and ensure accurate account information • Assists in developing strong carrier relationships • Identify and request renewal exposures from client • Prepare final submission for new and renewal marketing • Correspond with carrier underwriters • Review/Summarize new and renewal quotations • Finalize new and renewal proposals • Coordinate binding of coverage • Complete Coverage Review/Checklists • Overall responsibility of ensuring coverage is placed correctly • Complete policy checklists • Create Loss Summaries • Validate audits and prepare for delivery • Manage clients’ accounts receivable • Issue and quote premium finance agreements • Complete final review of policy documents and coordinate delivery to client • Generate Agency Fee agreements when necessary • Deliver policy documents to client • Client contract review if needed • Manage and develop the overall strategy for the account with insurance & non-insurance risk transfer techniques including placement of insurance policies • Identify opportunities for expanded business through gaps in coverage and program improvements

🎯 Requirements

• College education or equivalent insurance experience • Ability to communicate and understand orally and in writing with others; explain complex or abstract issues, receive and interpret complex information and respond appropriately. • Property & Casualty General Agents License • Knowledge of insurance products and usages. • Knowledge of rating procedures, coverages, and industry operations to effectively manage client and prospect lists. • AMS360 experience preferred. • Ability to perform 70% sedentary work, exerting up to 10 lbs. of force occasionally and exert negligible force frequently or constantly to move objects, include the body.

🏖️ Benefits

• Competitive pay • Professional development • Job stability in a growing industry • Paid time off • Training and development