Job Description

Summary of Job Duties & Responsibilities:

Entertains queries from clients on the phone and from walk-in clients; pre-qualify and analyze coverage needed and makes appropriate recommendations.

Prepares the Approval Slips and other pertinent underwriting information on personal lines accounts.

Prepares the necessary quotations and proposals in order to generate new and renewal business in accordance with existing underwriting guidelines.

Explains policy coverage and exclusions to the clients.

Reviews the current client's coverage and recommends changes in the coverage to the client as needed to ensure adequate protection on their properties.

Reviews the branch's personal lines monthly expiry list in order to ensure the timely renewal of all policies.

Prepares and issues personal lines policies and endorsements.

Ensures the attachment of pertinent documents to all issued policies and endorsements into the Insoft system file of the account.

Signs policies and endorsements for various P&C lines.

Conducts inspection of risks in order to gather adequate underwriting information, as needed.

Performs all other related duties and responsibilities that may be assigned to him/her by the agency management from time to time.

Job Type: Full-time

Benefits:

401(k) Dental insurance Employee discount Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance
Work Location: In person