Job Description
A well established and growing independent insurance agency serving the property & casualty needs of businesses, families and individuals in Connecticut, is seeking a candidate to join our team of insurance professionals in our Personal Lines Department
Applicant must have a Connecticut Property & Casualty insurance license. Experience is preferred, but not necessary, with Applied Systems EPIC, PL Rating, and Insurance Carrier Proprietary Systems.
As an Account Manager, you will complete an onboarding, training, and mentoring program provided by key team members in order to become familiarized with our agency culture, our agency management system, our proprietary carrier systems, and our specific agency workflows.
This individual will develop a strong understanding of the agencys Mission & Vision. This individual has a desire to be part of a culture that supports these values. Ultimately, this individual will provide proactive, prompt, professional, courteous, and efficient support and guidance to personal lines clients to help manage insurance coverage for their personal needs.
If you are an outgoing, self-motivated, and team-oriented individual with a strong work ethic who strives to provide an exceptional experience to your clients, we would like to meet you.
Training is done on-site, but the position has the possibility of remote or hybrid status.
Salary Range: $48000.00 - $70000.00 per year
Benefits
Salary Range ( based on experience)
Bonus Opportunities
Gain Valuable Experience & Education
Ageny Paid Education
Small Agency Environment, Large Agency Capabilities
Growth Potential/Opportunity for Advancement
Hybrid/Remote Possibilities
Career Development & Growth
Blend of Formal & Hands On Training
Professional Work Environment
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
401K Plan
Life Insurance
Supplemental Insurance
Mon-Fri Work Schedule
Responsibilities
Work with markets and systems available through the agencys carriers.
Complete applications, questionnaires and issue binders, identification cards, and more.
Use a customer-focused, needs-based review process to educate clients about insurance options and coverage needs.
Prior to policies renewing, review exposures, gather information the carrier has requested, contact the client for review, and ensure delivery of renewal policies or binders on a timely basis.
Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposures.
Provide assistance and execute follow-up on outstanding claims to assist in resolving them as needed..
Requirements
Must possess a current property & casualty license with the state of Connecticut.
A minimum of 1-2 years experience preferred
Excellent verbal and written communication skills.
Ability to multi-task.
Strong, proficient computer and MS Office skills a must.
Ability to focus in a fast-paced environment.
Company Description
Our agency is located in the beautiful, shoreline town of Branford, CT. We're a full-service, Trusted Choice® independent insurance agency providing Auto, Home, Umbrella, Business, Life, and many other forms of insurance. We care about our clients, and it shows in our results, as we've achieved many awards since opening our doors and have proudly earned a five-star rating from our clients who have reviewed our agency. Most recently, we were voted one of the top three choices for insurance on the Connecticut Shoreline! Our dedicated staff works incredibly hard as a team and always puts the customer first. Apply to our team today!
