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β’ Maintain and nurture relationships with existing clients and business owners β’ Conducting needs analysis with each client, making sure to uncover any gaps in coverage. β’ Managing commercial client accounts, contributing to the new business goals of the agency, and re-marketing commercial policies. β’ Provide prompt, accurate and friendly customer service β’ Respond to inquiries regarding insurance coverage, policy changes, claims submissions, and billing verification efficiently β’ Become familiar with products, services and systems β’ Contribute to individual goals and agency success through promoting new business, cross-selling and new initiatives
β’ Property and Casualty insurance license required. β’ Experience with Commercial Lines Insurance β’ Experience with multiple carriers β’ Pass background check β’ Strong verbal/written communication and interpersonal skills β’ Good operational computing skill/typing 45+ WPM (Microsoft Office Suites, Internet Browsers) β’ Confident self-starter who works well independently β’ Strong analytical and problem-solving capabilities β’ Ability to multi-task β’ Applied EPIC management system experience preferred
β’ Medical Insurance β’ Dental and Vision Insurance β’ Supplemental Benefits β’ Paid Time Off (starts accruing immediately) β’ 2 Annual Wellness days β’ 401K/with up to 4% employer match β’ Paid Holidays β’ Remote work (upon approval)
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