Looking for a Personal Lines Account Manager

At Hotchkiss Insurance Agency, we are committed to serving our customers, making a difference in the lives of those we serve. By offering a range of insurance solutions specifically designed for the needs of our customers, we will consistently strive to provide the most appropriate, cost effective insurance products and quality services.

 

The primary function of this position is to provide quality service to clients and cross sell within the existing book of business. The challenge is to give the most prompt accurate, and courteous service customers have ever received, anywhere.

 

Attitude will make or break this agency goal. The position will require talking with people all day long and graciously assisting them with their insurance problems, regardless! Remain courteous, keep a professional manner, learn the positions responsibilities, and seek help whenever necessary!

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

 

•       Actively cross sell by obtaining expiration dates of policies we don’t have for existing clients and following up to provide proposals for these lines.

 

•       Write all Personal Lines of insurance for each insured.

 

•       Review/renew coverage for existing Personal Lines accounts

 

•       Solicit additional and upgraded coverage’s on behalf of agency.

 

•       Complete and submit change requests, etc., correctly (pre-bill when necessary).

 

•       All departmental service functioning

 

•       Maintain your own suspense on system in a timely manner.

 

•       Maintain customer’s account on agency automation system, documenting conversations in activities/notes, sending confirmations to insured’s, and adhering to all other automation procedures that are/become established



   

•       Quote and sell Personal Lines policies.





 

 

EDUCATION/BACKGROUND Minimum 2 years experience with Personal Lines Insurance. Knowledge of Applied Systems a plus.   Must be able to work independently and build strong client and company relationships.  Individual must have Insurance License.    Bilingual English/Spanish is a plus.

 

BENEFITS

•  Competitive Salary

•  Health/Dental/Disability/Life/Additional Insurance

•  401(k) with company match

•  Paid holiday/vacation/personal leave time off

•  Additional benefits

 

 www.hiallc.com