• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Wellness resources

• Assist in the onboarding process of new clients. Including in conjunction with Advisor evaluate the clients risk profile determine strategy (coverage determination target pricing and market identification) by utilizing marketing skills to grow established accounts and enable new business opportunities.
• Aid Advisor in gathering pertinent information to complete quoting and policy issuance process. Navigate the quoting systems of the various insurance companies utilized to assist in quoting renewal assembly billing etc.
• Aggressively and professionally advocate for clients including determination of new and renewal premiums and other areas of negotiation with underwriters.
• Review proposals by Service Specialists and provide other technical support in the sales process as needed. Assist Advisor in renewal evaluations including highlighting coverage and pricing differences year over year.
• Process all client related requests including claims policy issuance endorsements schedules and other items related to the servicing of clients policies in a timely and accurate manner.
• Inform and educate clients about policy coverage changes exclusions and insurance coverage needs. Assist them in making coverage changes.
• Counsel clients when determining whether or not to file a claim and how it may or may not benefit them to do so. If a claim is turned in educating them on the process and ensuring they are aware of next steps.
• Properly document maintain and organize insured files in accordance with agencys procedures.
• Accurately and regularly document all important policy details and other pertinent account information in agency management system in accordance with agency procedures manual. This includes phone calls emails documents faxes etc. associated with that clients particular file.
• Promptly answer and return phone calls.
• Participate in team and client meetings.
• Seek ways to improve overall efficiency and processes within the department.

• College education or equivalent insurance experience.
• Active Property & Casualty License.
• Must have a solid understanding of personal 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.

YOUR FUTURE as an Independent Insurance Agent Starts Here

If youre looking for a career that offers flexibility job stability and strong compensation youve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!

Trusted Choice Independent Insurance Agents protect customers by providing home auto business life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.

This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.