Position Overview:
Choice Financial Group is one of the fastest growing companies in our industry as identified by Inc 5000.
We are seeking a Licensed Insurance Agent to support our Virginia location who will be responsible for working directly with clients, assisting them with their personal property and life insurance needs.
Our service agent must be knowledgeable, friendly, organized and efficient while assisting our customers to ensure prompt service and support.
If you happen to know someone who might be a fit for this opportunity, we also offer a sign on bonus for hired agents and recruiting bonuses for referrals.
Primary Responsibilities & Essential Functions:
Review current policy information with clients and make coverage recommendations
Process Insured policy change requests
Contact insured within 2 hours of receipt of all service requests; not to exceed 8 hrs.
Follow up to ensure accuracy of endorsements processed by the carrier
Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured
Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
Notate all interactions with Insureds in the agencies client management system
Obtain all signatures forms/applications required by the carrier
Process Insured payments
Review billing accounts with insureds
Review and update all current client contact information in client management system
Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages and evidence of property forms)
Deliver client correspondence via Email/USPS
Job Applicant Must Exhibit the Following Skills:
Effective communicator and great communication skills
Multitasking capabilities
Organization skills
Team player
Positive can do attitude
Ability to remain calm under pressure
Ability to prioritize
Resourceful
Excellent sales and marketing skills
Excellent analytical, problem-solving and decision-making skills.
Education:
High School Diploma Required
Experience and Additional Competencies:
Must be P&C Licensed in VA
Minimum of 1+ years of experience as a personal lines service agent reporting directly to senior management
Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software (EPIC)
Proficiency in collaboration and delegation of duties
Working knowledge of all personal lines insurance, insurance agency operations, coverage’s, rates, markets and applicable insurance laws/codes/regulations.
Exceptional interpersonal skills
Friendly and professional demeanor
Required:
Must possess Property & Casualty license
Benefits:
Employee Health Benefits (medical, dental, vision)
401k Retirement Plan
Employer-paid Group Life Insurance
Employer-paid Long Term Disability
Paid time off
Paid Holidays
Paid Bereavement
Gym Membership Reimbursement
Employee Referral Bonus
Schedule:
8 hour shift
Monday to Friday
Supplemental Pay Types:
Bonus pay
License/Certification:
P&C Insurance License (Required)
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