Job Details

Policy Service Associate

In addition to all duties of a Policy Service Associate, may be expected to maintain a book of business based on location. Market and service accounts (new and existing) in a way that fosters new business development and existing client perpetuation. Process client requests for service; gather necessary information for submission; verify and maintain account files. Must be able to handle an account and sell policies from beginning to end as well as maintain compliance responses for accounts sold. Might also be required to help train employees at management's request.

Essential Duties And Responsibilities

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

• All duties of policy service associate
• Assist sales representatives and/or initiate sales calls
• Manage client accounts
• Market existing and new accounts; negotiation with company underwriters; present best options
• Maintain all records
• Review monthly renewals in advance
• Prepare and maintain relevant reports
• Good written and verbal communication
• Ability to interact & communicate positively with co-workers
• Any other duties as appropriate and assigned by management

Licensing Or Certification Requirements

• MUST hold current Property and Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
• Must be working towards CISR designation

Work & Education Experience Requirements:

• 2-4 years' insurance experience
• High school diploma or equivalency; some college preferred

Training Requirements:

• Department Specific Training – All Modules
• Microsoft Office Applications
• Office Etiquette
• Ethics
• Time Management
• Advanced Customer Service
• Basic Leadership Skills
• E&O Basics

Additional/Preferred

• CISR Designation or similar insurance designation
• Advanced Leadership Skills
• Life and Disability License
• Any additional designations/specializations
• Supervise support team
• Participate in training of new hires or less experienced teammates