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Personal Lines Renewal SpecialistPriority Risk Management
Job DetailsPrint Job
Job Start Date:10/1/2021Type of Position:Sales Support
Number of Openings:2Wage/Salary:$40,000Per Year
Job Location & Contact:
7050 E 116th St., Ste 50
Fishers, IN46038
317-678-7104
Email
Job Description:
Summary ? This position has a flexible work schedule. Work from home is an option. ? This position is responsible for managing our overall relationship with our personal lines clients, by managing the renewal process, cross selling, upselling, asking for Google reviews and soliciting referrals. ? Meeting sales objectives in retention of clients, increasing premium and policy volume in accordance with our annual business plan. ? You will be responsible for reviewing clients current coverage and recommending changes to improve their coverage and reduce their risk of loss. You will have access to 20+ insurance companies in order to provide our customers the best insurance value for their individual situation. ? Our process utilizes multiple digital strategies. You will become fluent in the use of a VOIP Phone system linked to a CRM (KEAP formerly known as Infusionsoft). ? You will manage the renewal process in Slack and will need to access multiple insurance company websites plus our Agency Management System (NowCerts) in order to review their current insurance policies and make recommendations to close coverage gaps. ? You will be presenting your solutions using various tools such as: video quotes, zoom meetings, and conference calls. What you will receive ? Competitive Salary: $34,000-$45,000. ? Performance Bonuses. ? Unlimited Time Off ? Growth potential/Opportunity for advancement within our organization ? Become part of the family. We are a family-run agency and our partners have become one of the family. What you'll be doing ? Your primary focus and responsibility will be to review and manage the clients insurance portfolio through outbound video proposals, zoom meetings, other digital sales methods, phone calls and in person meetings. ? You will be interacting directly with our remote virtual assistants to propose insurance solutions to close coverage gaps and provide our customers peace of mind. ? We have 20+ insurance companies for you to review annually with the client. We have established minimum recommended coverage limits to discuss with our vlaued clients. ? You will follow multiple processes using multiple technologies to improve client retention, increase sales and improve agency profits. ? Most of our clients think of us as auto and home insurance agents. You will be expected to expand their thoughts to include: commercial or business insurance, life insurance, financial planning, medicare supplements, and long-term care insurance. ? Understand, promote and support the objectives and goals of the agency. ? You will effectively utilize a multitude of digital tools. You will become proficient in the use of our VOIP phone system (Turbodial), CRM (KEAP), renewal tracking (Slack), and client management system (NowCerts). ? Complete required number of renewal calls and average times per day, week, and month. Calls should include consistent use of the consultative sales process and skills gaining a commitment and establishing a clear forward action plan. ? Use a strategic approach and segmentation to select clients to spend time with and provide guidance and solutions to protect all their assets. ? Communicate and deliver on the Agency's value proposition for each line of business. ? Gather and share competitive intelligence, market changes, and our competitive position. ? Gather and request for customer reviews on platforms such as: Google, Yelp, Facebook, Linked In, etc. ? Gather customer referrals for our sales staff. What you'll bring to the company ? A friendly, energetic personality that embraces digital technologies in a consultative setting to protect our clients' most precious assets in the most cost-effective way. ? You must possess a strong phone presence including video presentation and experience with multiple outbound/inbound phone calls per day. ? Bachelor's degree and prior insurance experience preferred. An equivalent combination of education and experience may be considered. ? Proficient with web presentation tools including online meetings & video conferencing with strong listening, communication, and presentation skills.
Experience Required:
Preferred but not required
How to Apply:
Email your resume to Steve@PriorityRisk.com
Application Deadline:
Jan 01, 1900
Commercial Property & Casualty UnderwriterJM WILSON CORPORATION
Job DetailsPrint Job
Job Start Date:11/01/2021Type of Position:Full Time
Number of Openings:1
Job Location & Contact:
8036 MOORSBRIDGE RD
PORTAGE, MI49024
2693214760
Email
Job Description:
Job Summary: To successfully collaborate with brokers/agents in an underwriting role resulting in premium growth and profitability. Help third parties sell to an end source in a competitive market over a short sales cycle and to compete against incumbent vendors, price and/or industry leaders. To quote, issue, and service accounts via phone, video, e-mail, and fax in a manner which creates an exceptional customer experience. Essential Job Functions: Quote or decline new business by evaluating the submissions for acceptability to company underwriting guidelines including review of applications, websites and loss runs. Quote or non-renew existing business by analyzing the file to verify if it still fits company underwriting guidelines, obtaining renewal information, checking loss runs, and utilizing all available internal markets. Bind and set up policies for issuance. Phone calls to customers and companies, returning customer calls and making calls to company underwriters for assistance on account service issues. Maintain daily workflow in ImageRight by analyzing, handling or forwarding to the techs daily tasks for processing. Meet service standard requirements. Make regular tele-sales calls as directed by manager. Write SOP’s (Standard Operating Procedures) and Idea Suggestions by following guidelines as determined by team goals. Maintain underwriting knowledge by attending underwriter training meetings at JM Wilson and insurance carriers also by reviewing company underwriting changes and manual updates. Back up others in the department and company by answering phone calls, handling customer service needs, quotes, binding and handling rush items. Perform other duties at the direction of management. Knowledge, Skills and Abilities: Underwriting experience required Excellent written and oral communication skills Detail accuracy Effective decision making and negotiating skills Willing to work overtime as necessary, depending on volume of work in office, to meet company guidelines and goals Effective time management skills with the ability to handle requests within company guidelines and goals Effective organizational skills with the ability to work with multiple interruptions Work in a sitting position for several hours Knowledge of Salesforce and ImageRight software programs Knowledge of Company rating program Willing and able to travel
Experience Required:
How to Apply:
LinkedIn
Application Deadline:
Jan 01, 1900
Talent AcquisitionJM Wilson
Job DetailsPrint Job
Job Start Date:3/3/2022Type of Position:Branch Manager
Number of Openings:1
Job Location & Contact:
8036 Moorsbridge Rd
Portage, MI49024
(800) 666-5692
Email
Job Description:
• Manage/Administer team operations; participate in strategic planning and implementation of strategic plans as they relate to the branch • Manage team workflows, ensure that the team is following SOPs (Standard Operation Procedures) and company guidelines, while meeting benchmarks set for the branch office • Create new procedures and update SOPs, as needed, to ensure consistent, high-quality work by each team member • Become knowledgeable of all carriers that are represented and product lines • Evaluate submissions for acceptability to company underwriting guidelines and distribution to underwriting staff for quotation • Become knowledgeable of policy and binder set-ups • Perform agency visits and build JM Wilson presence in the marketplace for the state • Prepare and execute semi-annual performance job reviews for each team member • Travel to home office, insurance companies, and state conventions as well as customer offices • Attend semi-annual strategic planning meetings, including those for planning annual budgets and benchmarks • Conduct underwriting audits • Monitor and encourage team to contribute ideas to the ideas/suggestions database as well as implementation of suggestions • Maintain/purchase equipment and furniture as needed; this also includes all office space issues with building owner/management company • Ensure that the office has the correct computer hardware and software • Work with Human Resources for hiring new associates and on all personnel issues • Support weekly training sessions of the team to educate associates online of business issues and company underwriting guidelines and forms/endorsements; this helps to maintain staff’s knowledge of any changes by the companies and industry • Perform other duties at the direction of senior management
Experience Required:
• Bachelor’s Degree in any field, plus 2+ years of experience in managing people • Experience in leading hybrid or remote employees is a plus • Pay will be commensurate with experience level • Local candidates preferred; this role is onsite in our Carmel, IN branch office • Ability to travel as needed; percentage will vary in these unique pandemic times • These certifications/skills are a plus: • Surplus Lines license to countersign policies • Residency to countersign policies • CPCU • AAMGA classes • CIC
How to Apply:
Submit resume to hr@jmwilson.com
Application Deadline:
Jan 01, 1900
AgentHubler Financial Services, LLC II
Job DetailsPrint Job
Job Start Date:7-1-2022Type of Position:Salary & Commission
Number of Openings:2Wage/Salary:$60,000Per Year
Job Location & Contact:
8220 US 31 S
Indianapolis, IN46227
3178515797
Email
Job Description:
Selling of insurance products to new prospects, unlimited leads provided.
Experience Required:
How to Apply:
email resume to cgrant@drivehubler.com
Application Deadline:
Jan 01, 1900
Indiana Licensed Commercial Lines Customer Service AgentZeller Insurance, LLC
Job DetailsPrint Job
Job Start Date:01/09/2023Type of Position:Licensed P & C Agent, Full-time, Non-remote
Number of Openings:1Wage/Salary:$40,000Per Year
Job Location & Contact:
3129 25th Street
Columbus, IN47201
8123728456
Email
Job Description:
If you have past insurance industry experience, please know that we are not your "typical" agency. Our agents are individually and collectively responsible for all aspects of our clients' experience, whether that involves selling a new policy or providing exceptional and prompt service to existing clients. We are looking for the next proven, loyal team member to support our agency team members in a processor position.
Experience Required:
How to Apply:
You: A highly motivated team player, customer focused professional who wishes to build a long-term career in a client and community-focused environment. Us: A 50 year independent insurance agency in Columbus, IN serving people and protecting everything they work so hard for. The average tenure of our current team members is over 17 years. We are seeking a professional person to join our team and help serve our growing client and community base. Please consider applying for this position if you are: o Service Focused. Our team strives to provide prompt and accurate coverage and advice. o Friendly & Nurturing. Zeller clients deserve a welcoming environment. o Intelligent. The insurance industry can be complex and require careful interpretation. o Excellent listener, adept at written and verbal communications. It takes skill and patience to provide explanations of insurance value. o Detail-oriented. Our clients' security depends on our accuracy. o Forward-thinking. We pride ourselves on thinking outside the box to find the most efficient ways to serve our clients promptly and professionally. o Technology literate. We strive to stay one step ahead of the rest of the industry. Our agents thrive in a paperless environment. Mastery of Word and Outlook are required. Experience with Vertafore 360 Online is a bonus. o Adaptable. Team members must be nimble and able to adjust to the changing needs of our clients and the insurance industry. o Trustworthy, ethical, and discreet. Trust is precious and can be lost in a minute. o Reliable. We are a team and must be able to count on each other. o Highly coachable. Zeller Insurance team members are lifetime learners. o Community-centric. Our team actively participates, individually and as a group, in events that support the needs of our neighbors. Position Details If you have past insurance industry experience, please know that we are not your "typical" agency. Our agents are individually and collectively responsible for all aspects of our clients' experience, whether that involves selling a new policy or providing exceptional and prompt service to existing clients. We are looking for the next proven, loyal team member to support our agency team members in a processor position. Compensation Package Our generous compensation package includes: o Health, dental, vision o Retirement plan with employer match o Paid vacation and sick leave o Continuing education expenses and your pursuit of professional designations All agent/advocates are paid a professional base salary commensurate with their experience and have the opportunity to earn more as their career develops. Team Culture & Office Environment We are a tight-knit team that thrives on supporting each other and our community. We are passionate about insurance and are committed to serving as our clients advocates every step of the way, from taking a proactive approach to improving their protection to walking them through the claims process. The fast-paced nature of our work requires us to shift gears frequently. We utilize the insurance industry's latest technology to work as efficiently as possible: o State of the art desktops with dual monitors o Paperless, including e-signature of applications Despite the pace, we are committed to creating a fun, welcoming office culture. We celebrate birthdays and other special occasions. To Apply If the opportunity to join our team intrigues you, please email your resume AND a cover letter telling why you are the right person to be on our team to lori@zellerinsurance.com In subject line, use only this subject line: "Your Next Team Member!" Don't be shy about telling us why you'd like to join our team and build a career at Zeller Insurance! Job Type: Full-time Non-Remote NOTE: If these instructions are not followed precisely, you will NOT be considered. You must be able to follow instructions in this position.
Application Deadline:
Jan 01, 1900
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