Job Title

Job Overview The Insurance Professional will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. This role involves analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Insurance Professional upholds operational excellence and contributes to continuous improvement. Key Responsibilities: Sales Management Analyze insurance market trends and product offerings to stay ahead of industry developments. Evaluate and assess risk factors associated with various insurance policies. Achieve all established retention targets while adhering to underwriting guidelines. Manage a portfolio of customers, ensuring all policies meet or exceed designated targets. Customer Service Successfully renew policies by thoroughly reviewing current coverages and providing tailored recommendations based on individual customer needs. Conduct comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions. Maintain accurate records of customer information and insurance policy details within relevant systems. Process endorsements, cancellations, and adjustments for insurance policies and additional products/services. Resolve potential challenges with policy renewals using active listening and investigative skills. Identify customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection. Issue renewal documents, endorsements, and cancellations for insurance policies and additional products/services. Manage payment processing and follow up on outstanding payments. Maintain stringent processing standards, ensuring data accuracy, confidentiality, and timeliness. Develop a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems. Handle non-complex customer requests efficiently. Operational Excellence Collaborate effectively with other departments and external stakeholders, including underwriting partners, notaries, and lawyers. Assist team members with administrative tasks, including binders, updating client information, premium finance changes, and managing the centralized mailbox. Engage in ongoing training and skill development, ensuring continuous improvement in insurance knowledge and brokerage operations. Support departmental projects to ensure efficiencies. Requirements Minimum 1 year of Auto Insurance experience. Excellent verbal and written communication abilities. Proficiency in navigating insurance policy manuals and wordings. Strong analytical skills and problem-solving ability. Detail-oriented and observant nature. Ability to work independently and take initiative. Proven ability to build and maintain positive relationships with customers, colleagues, and external partners. Familiarity with administrative tasks in a brokerage setting. Ability to manage multiple tasks and prioritize workload. Proficiency in using insurance management software. We are committed to diversity, equity, and inclusion. We value human differences and similarities and recognize the importance of creating an inclusive environment. ],