ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
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Provide an outstanding customer experience to clients and prospects
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Demonstrate a high level of proficiency with digital technology offerings
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Proficient with mobile smart phones and downloading applications, including texting, email, and application management
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Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange)
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Proficient utilizing the Internet (mobile and desktop) to search and locate information
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Embrace new and emerging technologies to support operations and customers through flexibility and adaptability
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Contribute to agency growth by upgrading, rounding, cross-selling, and maintaining existing business consistent with agency standards
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Provide above-average quality service and assistance to all new and existing clients
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Follow standardized operating procedures for renewals, ongoing service, and new business submissions
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Identify markets that will support new business placements
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Place insurance contracts with carriers following consultation with producers, including use of online rating systems
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Provide quotes to new clients as needed
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Review and process insurance policies for accuracy
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Maintain strong attention to detail to minimize errors and omissions in account service
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Expand existing accounts to round out coverage for maximum income potential, following up on renewal recommendations
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Participate in weekly department meetings to review new business, lost business, renewals at risk, carrier or client issues, and pipeline status of insurance quotes and prospects
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Demonstrate compliance with banking and insurance laws and regulations as defined in company policies and procedures
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Maintain regular and reliable attendance
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Take on additional responsibilities as requested
EDUCATION and/or EXPERIENCE
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Bachelor’s Degree or a minimum of three years related experience and/or training, or equivalent combination of education and experience
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Property & Casualty License required
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Must have experience with Word, Excel, and rating programs
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Experience using advanced agency management systems required (EPIC preferred)
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Ability to work on complex insurance issues, including designing total insurance programs based on risk analysis
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Bond knowledge is an asset
CERTIFICATES, LICENSES, REGISTRATIONS
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Property & Casualty License required
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Valid Driver’s License
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