Our firm is rapidly expanding and we are seeking a self-motivated person who wants to join a dynamic growing company. Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to clients for this position.This position is based out of our Louisville KY office and offers flexible work arrangements including on-site remote and hybrid options. Benefits- Health Insurance
- Life Insurance
- Long-Term Disability Insurance
- Parking provided on location at no cost
Responsibilities- Develop and maintain positive working relationships with colleagues.
- Complete Property and Casualty licensing course and successfully pass examination in order to obtain license in state of residency.
- Apprentice with various Advisors to gain an understanding of the role.
- Develop knowledge and understanding of insurance coverages.
- Understand the requirements and information required to incept coverage.
- Understand various billing options and the appropriate application of each.
- Learn the processes and workflows of the agency and understand how those processes relate to the role of Advisor.
- Interact and build relationships with company personnel and underwriters.
- Inform and educate clients about policy coverage changes exclusions and insurance coverage needs. Assist them in making coverage changes.
- Aggressively and professionally advocate for clients including determination of new and renewal premiums and other areas of negotiation with underwriters.
- Develop a prospect list and form an action plan as to the best method to interact with these prospects.
- Sell insurance products to prospective clients.
- Establish develop and maintain positive business and client relationships.
- Identify growth opportunities for the agency.
- Work with existing Advisors and marketing team to promote the agency in a positive manner.
- Reach out to client leads through cold calling.
- Participate in agency social media marketing efforts.
Requirements- College education or equivalent insurance experience.
- Must have a solid understanding of insurance terms and coverages; insurance products and usage with adequate knowledge of quoting procedures and industry operations to effectively manage maintain and onboard assigned clients and prospects.
- Ability to multitask and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
- Demonstrated experience meeting deadlines and working with shifting priorities.
- Ability to communicate orally and in writing with others to explain complex issues interpret complex information and respond appropriately.
- Demonstrated experience using an agency management system.
- Working knowledge of Excel to create navigate and manipulate reports Word PowerPoint and Email applications.
- Existing professional designations such as CPCU CIC AAI etc. or pursuit thereof is a plus.
| Required Experience:
Unclear Seniority