Service Associate

Personal Insurance Service Associate

The Personal Insurance Service Associate will work with items directly relating to service center accounts in order to effectively submit and process client requests.

Essential Duties and Responsibilities:

• Update agency management system with information provided from carriers.
• Complete daily items/activities in the agency management system.
• Complete daily and weekly reports (interface and expiration).
• Communicate with service centers to facilitate the clients request is processed.
• Communicate with service centers when requests aren't processed correctly or in a timely manner.
• Communicate with carriers regarding renewal increases.
• Remarket service center accounts.

Qualifications

Core Competencies:

• Self-starter who is well-organized and displays strong business communication skills, both verbal and written.
• Demonstrates basic mathematical abilities.
• Team player who displays resourcefulness to find win-win solutions for our clients, insurance companies, and agency.
• Exhibits a personal commitment to develop insurance knowledge.
• Ability to conduct business analysis and interpret reports.
• Strong problem-solving skills.
• Personal commitment to continuous professional development including insurance knowledge and risk management skills.

Education/Experience:

• Proficient in Microsoft Office Suite with experience working in an agency management system preferred.
• Demonstrate expertise in coverages, underwriting, rating and risk management.
• Demonstrate in-depth knowledge of commercial insurance policy coverage with knowledge of industry operations to effectively manage, maintain and service clients. A proficient knowledge of insurance markets is essential.
• Possess the ability to identify insurance coverage gaps, make recommendations, and sell additional policies when appropriate.
• High School Diploma; College Degree preferred in addition to insurance agency experience.

Certificates and Licenses:

• Possess a Property and Casualty license or obtain within 90 days of employment.
• Insurance designation or working toward insurance designation (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.