Leesburg, Virginia
Commercial Insurance Sales Agent Job Opening in Leesburg, Virginia - Aiding clients with "sales" and service needs
The Commercial Lines insurance producer performs the essential functions of the position, which includes aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.
Role and Responsibilities:
The following functions are to be performed in accordance with the agency policies and procedures and with the highest degree of ethical standards and confidentiality.
Provides technical support to client needs, coverage forms and quotations.
Schedules appointment with clients.
Completes applications; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
Orders and issues binder, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
Determines if direct or agency billing is appropriate and invoices accordingly.
Prepares summaries of insurance, schedules and proposals for word processing as needed.
Processes renewals in coordination with customer service according to agency procedures.
Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
Verifies policy and policy change information, facilitating corrections when necessary.
Processes incoming mail and phone requests, responding promptly and appropriately.
Uses agency credit and collection policy in invoicing and pursuing prompt payments; requests cancellations from the carrier according to agency standards.
Determines reasons for requests for cancellations; acts to save accounts
Processes and follows-up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows-up on claims status, according to agency procedures.
Identifies exposure to loss and recommends appropriate coverages.
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Qualifications and Education Requirements:
Bachelors degree preferred
At least 2 years of related industry experience
Possess and retain current state Property and Casualty Insurance License(s)
Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat
Experience with an Agency Management system a plus (Applied Epic preferred)
Knowledge of insurance markets and reference to markets
Understanding of contracts, carrier products, coverage forms & underwriting guidelines
Desire to work on continuing education requirements
Desire to obtain industry designations
Excellent organization, communication, written & oral skills
Excellent time-management, multi-tasking and independent problem-solving skills
Strong attention to detail and follow-up
Job Type: Full-time
Required education:
Bachelor's
Required experience:
Commercial: 2 years
Required license or certification:
Property and Casualty License
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