Insurance Agency Personal Lines Customer Service Account Representative
Prosperity Insurance Group, Inc. - Jupiter, FL

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PROPERTY & CASUALTY INSURANCE PROFESSIONAL

Insurance Agency Property and Casualty Account Representative (Jupiter, Florida)
Insurance Account Rep-Property and Casualty (Jupiter, Florida)
PROPERTY & CASUALTY INSURANCE PROFESSIONAL

Seeking a licensed 440 or 220 insurance professional for a fulltime position in an established independent insurance agency specializing in homeowners insurance and supporting lines. Need experience in sales and servicing property and casualty insurance in the South Florida market place. Responsibilities of the position include customer service, rating and quoting and processing. Company offers salary and bonus plans, vacation and perks.

Duties and Responsibilities:
Manage all aspects of the underwriting process involved in creating an insurance policy, including marketing, rating, preparing proposals and issuing the policy necessary to place new business

Maintain direct communication with prospects and clients.

Represent the company and the client to ensure that clients' insurance needs are met and the integrity of the company are maintained

Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts

Review clients' insurance portfolio, make recommendations, answer questions and formulate resolutions for impending or current issues and/ or concerns

Request and review reports and information relevant to the placing of new business including mitigation inspections, appraisals, an cost estimators.

Follow company workflow procedures regarding the documentation and maintenance of account information

Be familiar with and follow Agency E&O guidelines

Required Skills and Experience:

Ability to organize and multi-task efficiently.

Excellent time management skills and the ability to prioritize

Superior customer service skills with internal and external customers, in both written and oral communication format

Exercise independence and professional judgment as well as taking initiative

Understand and utilize knowledge of company and commercial and /or personal insurance workflows, especially underwriting requirements, insurance terms, coverages, exclusions, specific limitations and availability of all lines of products

Ability to maneuver and utilize efficiently the computer programs, resources and company software and websites

Operate basic office equipment in a paperless office

Qualifications:
High School diploma or General Education Diploma (G.E.D.) or College Degree
At least one year of personal or insurance agency experience
2-20 or 4-40 Florida Insurance License in good standing

North Jupiter location Monday through Friday 8:30 to 5:00 * Location: Jupiter, Florida

  • Compensation: Hourly wage:
  • Principals only. Recruiters, please don't contact this job poster.
  • Please do not contact job poster about other services, products or commercial interests.

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