Production Agent & Location Leader

Are you looking for

• Time back in your day
• Flexible schedule
• Paid time off
• Fun working environment
• Tuition reimbursement
• Growth & development

Are you passionate about creating tailored risk management solutions for clients in the insurance industry We are seeking a dedicated individual to join our team as a Production Agent & Location Leader. In this role you will have the exciting opportunity to design and implement risk management programs for personal lines commercial select (under $3000 in revenue) and individual Life & Health clients. Additionally you will play a crucial role in retaining and servicing a dedicated book of business ensuring that our clients receive exceptional service and comprehensive coverage. If you are a motivated professional with a knack for crafting effective risk management strategies & building lasting relationships we want to hear from you!

Whats the work like

You will...

Inside Sales: 30% of work

• Solicit and cultivate qualified prospects schedule appointments complete applications and make sales presentations for clients under $3000 in agency revenue.
• Through proper channels pass on warm client leads outside of production agents experience/expertise level agency revenue to Sales Executive or Sales Leader and cultivate relationship throughout the sales pipeline process.
• Responsible for the overall design and implementation of the risk management program of our clients. This includes directing the utilization of all FNIC resources to clients.
• Coordinate resolution of claim coverage issues appraisal and audits keeping the client fully informed
• Arrange payment terms for all accounts in accordance with agency credit and collections policy.
• Keep abreast of trends and techniques and use agency selling aids to maintain a competitive status for the agency within the industry.
• Review and analyze various client-related contracts and make recommendations to clients and/or carriers as necessary to modify existing coverage for contract compliance
• Work to eliminate gaps in coverage to reduce E&O exposure
• Actively participate in professional and community organizations and events to promote agency and insurance industry in the community.

Servicing: 70% of work

• Effectively and independently manage customer service accountabilities on book of business while meeting department service standards
• Manage new business and renewal process according to agency procedures; negotiate most advantageous terms and conditions for the client; review quotes prepare proposals and bind coverage
• Complete servicing of accounts including but not limited to preparing proposals issuing certificates and auto ID cards ordering and processing endorsements audits binders and maintaining current status on all account tasks
• Promptly invoice all premium-bearing transactions
• Review policies upon receipt in accordance with agency procedures for timely customer service
• Promptly respond to customers questions and/or requests for assistance
• Communicate all necessary information to clients carriers and any other agency team members involved in the account
• Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
• Prioritize workload to consistently meet objectives and request assistance from management when necessary
• Perform quality reviews as requested by management and comply with requirements of quality programs
• Follow agency and department procedures as outlined by management
• Meet with and maintain effective working relationships with insurance company representatives
• Ensure confidentiality is maintained in the collection maintenance and dissemination of highly sensitive information including Protected Health Information (PHI)
• Maintain develop and pursue technical knowledge through newsletters bulletins seminars trade publications or other educational opportunities
• Maintain regular and consistent attendance
• Any other special projects and duties as assigned

Office Management Duties:

• Manage mail collection order & stock office supplies
• Share details of location events to the staff via the most preferred and efficient method for the office.
• Complete weekly deposits where applicable
• Manage all local shredding contracts and pickup
• Coordinate cleaning personnel
• Order refreshments for the offices per FNIC expectations.
• Work directly with the building owner to complete the necessary maintenance and completion of work.
• Coordinate local events and gatherings for All Employee Meetings Volunteering and team building opportunities.
• Coordinate advertising marketing and charitable giving locally
• Serve as offices point of contact for local chamber of commerce and/or other community associations.

Okay so whats in it for me

While we expect a lot from our employees at FNIC we also provide a lot in return.

• Competitive Pay: We strive to pay our employees a competitive market compensation
• Benefits: Youre covered: health dental vision HSA with employer contributions 401k employer-paid short-term & long-term disability life insurance
• Dress: Dress for your day bring your whole self to work so you can be as comfortable at work as you are in your personal life.
• Flexibility: Time back in your day We got you. A 37.5 work week as well as Freestyle PTO making you the owner of your schedule and your balance
• Wellness: Mental health support and resources are available through our free EAP program. You can also stretch away the stress 24/7 by participating in workout classes (available to remote employees too!) or accessing our Omaha in-office gym.
• Education: Like to go back to school Learn something new Well provide tuition reimbursement to support you in your goals.
• Fun working environment: Who likes a boring working environment No one. We have plenty of fun with frequent company outings food days and fun competitions to name a few!

What do I need to know

You have to have...

• High school diploma or equivalent required associates or bachelors degree preferred
• Valid Drivers License
• Resident Property and Casualty Agents license and/or Life & Health Agents license
• 5 or more years of professional experience
• 3 years of insurance experience preferred
• CIC or CPCU or like designations (AAI CRIS AU) preferred
• Excellent verbal and written communication skills
• Strong organizational skills
• Proficient in Microsoft Office products (Outlook Word Excel) and all agency automation software
• Proficient in department workflows and procedures
• Ability to teach & mentor others in the account servicing area
• Proficient in office equipment such as computer calculator copier phone and fax machine
• Proficient in word processing
• Strong respect for confidentiality
• Regular and consistent attendance
• Ability to observe safety and security procedures and use equipment and materials properly
• Ability to conform with and abide by all workplace policies work procedures and instructions
• Ability to establish and maintain effective working relationships with company employees and external contacts