Customer Service Associate

The Customer Service Associate is the most fundamental role that introduces the basic building blocks for which our culture is based, better defines our community’s entrepreneurial spirit, and establishes the chemistry within our team dynamic. This role provides a challenging and rewarding opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.

Job Functions:

  • Data entry and creation of insurance proposals for delivery to customers
  • Processing and delivery of insurance binders and invoices to customers and subsequent prior-to-binding items.
  • Assisting account managers with the sales process, involving customer and underwriter interaction both verbal and written communication, working with sales and marketing team on various projects, as well as reporting on results.
  • Policy issuance and adhering to our 30 day policy issuance service promise to customers.
  • Assisting in the processing and servicing of issued policies in combination with account managers to obtain and process endorsements, cancellations, and other administrative tasks.
  • Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity.
  • Sole responsibility for our customer contract process and maintaining proper records
  • Other tasks, projects, and presentations required by leadership

Qualifications Required:

This position demands an organized, self-motivated team player with the urgency, thoroughness, and time management skills to make a positive impact on our business. Drive for self-improvement and openness to receive feedback will unlock future potential and advancement.

  • College Bachelor’s Degree
  • Must obtain Property and Casualty Insurance License within 90 days of start date

Positions available in: 

  • Wayne, PA
  • Oak Brook, IL

Full Time Regional Branch Agency Representative – Wayne, PA

Job Functions:

The Agency Representative will focus on submission and premium production from independent retail agent customers within the region. This intermediate level sales and marketing position demands a self-driven, competitive, team player with the urgency, thoroughness, and time-management skills to make a positive impact on our business. The ideal candidate is entrepreneurial-minded and organized, has exceptional communication skills, and is motivated by taking something established to the next level.

  • Production and Customer Visits
    • Grow the Apogee brand.
    • Conduct a minimum of 48 customer visits monthly focusing on all Apogee products.
    • Prospect for new customers in assigned territory; set-up meetings and send agendas.
    • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business/share our story.
    • Schedule joint travel customer appointments with carrier partners and in-house product experts/leadership quarterly.
    • Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
    • Work in conjunction with in-house product experts to bind new business quotes.
    • Develop promotional materials to support the sales of carriers, products, and services.
  • Customer Management:
    • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.
    • Monitor production of customers to achieve goals.
    • Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team on renewals above $10,000 premium.
    • Identify cluster groups, agency networks, or any other customer groups and work in conjunction with Senior Agency Representative to formulate a plan for penetration.
    • Attend local trade shows to deepen brand awareness and penetrate customers attending.
  • Personal Development:
    • Obtain Property & Casualty License.
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU).
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

Qualifications Required:

  • Ability to travel with occasional overnight stays – valid driver’s license
  • Strong oral and written communication skills
  • Strong presentation and organizational skills
  • Ability to work both independently & in teams

Education:

  • College Bachelor’s Degree

Experience:

  • 1-3 years of hands-on experience in sales and/or marketing is preferred
  • Prior insurance product knowledge and insurance education – a plus!

Apogee Benefits:

  • Receive compensation for training and continuing education while you learn the business.
  • Competitive base salary and benefits package with quarterly and end of year bonuses based on production.
  • High-energy and performance-driven work culture, while embracing a flexible life balance
  • Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
  • Free lunch provided daily.
  • Company phone & Surface laptop provided.
  • Corporate Amex and Corporate Enterprise account
  • Dinner and Hotel paid for while traveling overnight.

Full Time Agency Representative

Job Functions:

Our full-time face-to-face sales position includes setting up and completing visits in customer offices. A track record of excellent customer service is required along with the ability to grow and nurture business relationships in person and over the phone between our company and customers.This intermediate level sales and marketing position demands a self-driven, competitive, team player with the urgency, thoroughness, and time-management skills to make a positive impact on our business. *Assigned territory is TBD – pending where candidate resides.

Responsibilities:

  • Production and Customer Visits
    • Grow the Apogee brand.
    • Conduct a minimum of 48 customer visits monthly focusing on all Apogee products.
    • Prospect for new customers in assigned territory; set-up meetings and send agendas.
    • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business/share our story.
    • Schedule joint travel customer appointments with carrier partners and in-house product experts/leadership quarterly.
    • Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
    • Work in conjunction with in-house product experts to bind new business quotes.
    • Develop promotional materials to support the sales of carriers, products, and services.
  • Customer Management:
    • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.
    • Monitor production of customers to achieve goals.
    • Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team on renewals above $10,000 premium.
    • Identify cluster groups, agency networks, or any other customer groups and work in conjunction with Senior Agency Representative to formulate a plan for penetration.
    • Attend local trade shows to deepen brand awareness and penetrate customers attending.
  • Personal Development:
    • Obtain Property & Casualty License.
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU).
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

Positions available in:

  • Oak Brook, IL (Midwest Region)
  • Detroit, MI ( Midwest Region)
  • Indianapolis, IN (Midwest Region)
  • Richmond, VA (Mid-Atlantic Region)
  • Boston, MA (New England Region)
  • Austin, TX (South Central Region)
  • Orlando, FL (Southeast Region)
  • Tampa, FL (Southeast Region)
  • Mission Viejo, CA (Northern California Region)

Marketing & Web Design Specialist

Job Functions:

Entry to advanced level position focused on generating submission flow from independent retail agencies and potential buyers. Primary responsibilities include: leading our nationwide electronic marketing campaigns through Mailchimp, Google Adwords/SEO, electronic newsletters, social media, blog, and website to share the Apogee Story.

  • Electronic Marketing:
    • Create email campaigns and newsletters to market products/services to our customers
    • Maintain and grow prospect database of 200,000+ contacts
    • Create and publish relevant content across multiple media platforms
    • Maintain the Apogee website
    • Continue developing and growing Apogee’s social media presence
  • Lead Generation:
    • Responsible for generating a weekly lead generation report
    • Further develop and test the lead generation process from insured to the carrier
    • Increase lead to submission ratio
    • Create new forms to capture new customer contact information
    • Work with carriers to implement online quoting platforms
    • Create and manage Google Adwords budget to consistently maximize the number of leads generated and ROI
  • Sales and Marketing Support
    • Create and maintain company marketing materials
    • Coordinate all trade shows across the country
    • Create customized marketing materials for customers as needed
    • Schedule webinars and create PowerPoint presentations to be used
    • Provide solutions to customer technology needs
    • Review sales and marketing opportunities from vendors
    • Manage incoming responses from marketing emails
    • Organize marketing materials, photos, logos and videos for team access
    • Maintain office contact lists

Qualifications Required:

  • Creative, energetic, outgoing, positive attitude demonstrating high sense of ownership
  • Multi-tasking, friendly, team player with solid street smarts and time management skills
  • Knowledge of Adobe Creative Suite and social media platforms and integration
  • Familiarity with Google Analytics/Ads, WordPress
  • Best practices with search engine optimization and key words

Position available in:

  • Wayne, PA

Full Time Retail Web Specialist

Job Functions:

Entry to intermediate level position focused on sharing the Apogee story with and driving submissions from independent retail agent customers to Apogee by demonstrating our web/phone quoting capabilities as well as build significant customer relationships.

  • Sales and Customer Visits
    • Conduct 20 customer visits weekly focusing on our small business unit.
    • Set-up meetings and send agendas to communicate expectations.
    • Share our story, ask probing questions and listen to customer responses.
    • Demonstrate quoting options such as web quoting and phone quoting.
    • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business.
    • Execute on the follow-up
    • Develop promotional materials to support the sales of carriers, products, and services.
    • Meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
  • Customer Management:
    • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and delivery on takeaways/follow-up.
    • Monitor production of customers to achieve goals.
    • Communicate regularly with in-house account managers to learn about submission activity of assigned customers.
    • Build strong relationships with high impact customers.
  • Personal Development:
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, P&C License)
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

Qualifications Required:

  • Ability to travel with occasional overnight stays – valid driver’s license
  • Strong oral and written communication skills
  • Strong presentation and organizational skills
  • Ability to work both independently & in teams

Education:

  • College Bachelor’s Degree and Property & Casualty License – a plus

Computer Skills:

  • AIM, ACT!, Adobe Acrobat Professional and Microsoft Suite of Applications

Experience:

  • 2-5 years of hands-on experience in sales
  • Prior insurance product knowledge and insurance education – a plus

Positions available in:

  • Wayne, PA
  • Oak Brook, IL
  • Dallas/Houston, TX

Full Time Sales & Marketing Specialist – Wayne, PA

Job Functions:

Entry to advanced level position focused on generating submission flow from independent retail agencies and potential buyers. Primary responsibilities include: leading our nationwide electronic marketing campaigns through Mailchimp, Google Adwords/SEO, electronic newsletters, social media, blog, and website to share the Apogee Story.

  • Electronic Marketing:
    • Create email campaigns and newsletters to market products/services to our customers
    • Maintain and grow prospect database of 200,000+ contacts
    • Create and publish relevant content across multiple media platforms
    • Maintain the Apogee website
    • Continue developing and growing Apogee’s social media presence
  • Lead Generation:
    • Responsible for generating a weekly lead generation report
    • Further develop and test the lead generation process from insured to the carrier
    • Increase lead to submission ratio
    • Create new forms to capture new customer contact information
    • Work with carriers to implement online quoting platforms
    • Create and manage Google Adwords budget to consistently maximize the number of leads generated and ROI
  • Sales and Marketing Support
    • Create and maintain company marketing materials
    • Coordinate all trade shows across the country
    • Create customized marketing materials for customers as needed
    • Schedule webinars and create PowerPoint presentations to be used
    • Provide solutions to customer technology needs
    • Review sales and marketing opportunities from vendors
    • Manage incoming responses from marketing emails
    • Organize marketing materials, photos, logos and videos for team access
    • Maintain office contact lists

Qualifications Required:

  • Creative, energetic, outgoing, positive attitude demonstrating high sense of ownership
  • Multi-tasking, friendly, team player with solid street smarts and time management skills
  • Knowledge of Adobe Creative Suite and social media platforms and integration
  • Familiarity with Google Analytics/Ads, WordPress
  • Best practices with search engine optimization and key words

Education:

  • College Bachelor’s Degree

Experience:

  • 2-5 years in advertising, marketing and prior insurance experience a plus

Claim Service Assistant

We have an immediate opening in our West Chester office for a part-time licensed employee. Candidates must be highly motivated with excellent communication, customer service, computer, MS Office and teamwork skills. NATIONWIDE INSURANCE EXPERIENCE A PLUS! Current P & C license is required, Life license is a plus. Excellent salary and benefits package. Send resume to: Jim Breidenbach, Body-Borneman, P O Box 584, Boyertown, PA 19512, e-mail to [email protected] or fax to 610-367-1140. NO PHONE CALLS.

Clerical Support Assistant

Christie and Associates is looking to hire a Clerical Support Assistant for the agency. This is a full-time entry level position that will support both the Commercial and Personal Lines departments. Primary responsibilities include handling various support duties, as well as, being a back up to our Receptionist position. Candidate must be professional and eager to learn. Computer experience preferred but not required.

Who we are:

Our agency is one of the premier providers of insurance to businesses and families in southwestern Pennsylvania. The expertise and experience of our staff and our breadth of access to the insurance marketplace allows us to provide a level of service to our customers that is unmatched by many other agencies.

What you’ll bring to the table:

  • Self-motivated and attentive to detail.
  • Exceptional communication skills with a professional approach.
  • Eagerness for continuous improvement and growth.
  • Positive attitude to foster a positive environment.
  • Work well as a team player.

*To Apply for this position, please send your resume via email to: [email protected] “CL SUPPORT ASSISTANT” and YOUR NAME as the subject.

Small Account Sales Representative (Wholesale) – Entry Level Underwriting and Sales

This role consists of a 24 month training and development program that will prepare the participant to become an insurance professional.  The focus of the training program will be becoming the go-to expert on reviewing, quoting and binding small account business.

Essential Functions:

Participant will establish themselves as the small accounts expert in the office through product knowledge, quoting and superior customer service.

Essential functions will include: reviewing submissions and qualifying risks in an effort to quote and sell new business, acting as a liaison between markets and customers to negotiate favorable insurance quotes quickly and efficiently, cross-sell additional coverages, and quote risks that fit USLI appetite through USLI Customer Web and by submitting applications to underwriters when necessary

Sales Responsibilities and Benchmarks:

  • Send 10 submissions per day to USLI.
  • Make at least 10 outbound phone calls per day to solicit new business from existing or prospective customers.
  • Through phone calls and emails, increase Instant Quote and Retail Web submission activity by educating agents on eligible classes and demonstrating the systems. Warm transfer at least 1 agent per day to instant Quote team for a live quote.
  • Make outbound phone calls on all quotes to cross sell products, communicate coverages and selling points to assist converting quotes into binders.
  • Contribute to marketing efforts including weekly LinkedIn posts, monthly email blasts and quarterly webinars.
  • Establish an active relationship with Regional Sales Manager and regularly discuss strategy and tactics including training, sales issues and follow up.
  • Respond to customer emails and phone calls in compliance within service standards.
  • Pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.

Travel:   

  • Occasional travel may be required
  • Candidate expected to attend two week insurance bootcamp and participate in two-day annual sales conference in Wayne, PA
  • Not a work from home position

Education:

  • College degree OR equivalent business experience

Specific experience:

  • Strong oral and written communication skills
  • Strong analytical skills
  • Strong organizational skills
  • Strong customer service skills
  • Strong problem solving skills
  • Ability to work independently in a fast paced environment
  • Motivated, results-driven sales personality
  • Open to coaching and continuous improvement

Associate Broker

About the Job

Hull & Company, Inc., a National Wholesale Broker & MGA, has a tremendous opportunity for an experienced, highly motivated Associate Broker for its Pittsburgh, PA and Horsham, PA offices. Experience with Excess & Surplus Lines from a wholesaler perspective is preferred, but carrier or broker background is acceptable. Position duties will include, but are not limited to, placement of brokerage business with carrier partners, production underwriting, cultivating relationships with carriers and retail agents, marketing & business planning, negotiating rates and terms, evaluating coverage & forms, driving the sales process on both new & renewal business for a lead New Business Broker.

This is a rare opportunity to join a highly effective marketing & production driven team. Successful candidates tend to be entrepreneurial, highly motivated, disciplined, determined to grow their own book of business while receiving recognition and rewards based on their own merit.

Prior insurance coursework is preferred.  Education and continuing education is highly encouraged for growth & advancement.

Qualifications:

  • Two Years Commercial Multi-Line Insurance experience preferred
  • Bachelor’s Degree with Emphasis in Business or Risk Management Preferred
  • Strong PC skills including Word & Excel
  • Excellent communicator and relationship driven professional
  • Strong critical thinking skills
  • Experience working in a paperless environment preferred
  • Must be detail-oriented and possess the ability to multi-task
  • Ability to work well with others in a production team environment
  • Committed to excellent customer service

Hull & Company offers a competitive salary and an excellent employee benefits package including 8 holidays/year, vacation, medical, dental, flexible spending accounts, life insurance, disability coverage, continuing education assistance, Employee Stock Purchase Plan, and a 401k Plan.

For over 50 years, Hull & Company has provided a wide variety of commercial products from the top specialty carriers in our business. Thanks to the successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.

Business Development Officer – Wyomissing, PA

Tompkins Insurance is looking for someone who would be responsible for public relations and business development activities, maintaining a positive image in the community and promoting our Company through involvement in community activities, and someone who is able to establish strong working relationships and networks with centers of influence throughout the community to enable referrals and growth opportunities in the market.

Personal Lines Account Executive – Wyomissing, PA

Tompkins Insurance is looking for someone who would be responsible for performing a variety of duties to support the Personal Lines department by obtaining, developing, expanding and servicing account.

Commercial Lines Account Executive – Wyomissing, PA

Tompkins Insurance is looking for someone who would be responsible for performing a variety of duties to support the Commercial Lines department by obtaining, developing, expanding and servicing account.

Employee Benefits Account Executive – Blue Bell, PA

Tompkins Insurance is looking for someone who would be responsible for performing a variety of duties to support the Employee Benefits  department by obtaining, developing, expanding and servicing account.

If you are interested in these job posting, please visit: https://tompkinsins.com/career-openings/

Underwriter Trainee

W.N. Tuscano Agency (WNT) is a growing company in an interesting and challenging segment of the insurance industry. We are looking for talented individuals to fill our trainee program. This position is for a candidate who, while lacking experience in insurance, exhibits the tendencies and motivation to be successful in this training program. This trainee position is open to both current employees and external candidates on an on-going basis. WNT is looking for candidates with very specific qualifications, characteristics and values. All candidates (both internal and external) must meet or exceed the outlined qualifications below.

Training Outline:

The individual will spend a period of time working in various departments throughout WNT where they will become familiar with different insurance terms, concepts and become proficient in the use of the agency management system. Additionally, they will familiarize themselves with the processes and workflows utilized by a successful underwriter and his/her support team.

Basic components that will be learned during the training period:

  • Learn about the service standards, service vision, operations, policies and procedures utilized by WNT
  • Build relationships with our markets and retail customers
  • Acquire knowledge of markets utilized by Tuscano (brokerage and MGA) and understand each company’s risk appetite
  • Effectively apply guidelines from Company Underwriting Manuals
  • Understand classification of risks and what factors are used to determine rates
  • Learn and apply insurance principles (e.g. Minimum Earned Premium, Minimum & Deposit Premium, C.O.P.E., Insurance-to-Value, Surplus Lines Regulations)
  • Understand insurance forms and coverages

The individual must be self-motivated and invest in their education and training formally and through self-study efforts using outside resources.

While being goal-oriented, the individual must have the patience to know that their training and development will take years not months. Therefore, commitment must be made to undergo 2 years of training programs. Upon successful completion, wherein the candidate shows competency in the operational, technical and experiential aspects of the underwriting position, the candidate will be placed into a commercial underwriting position empowered to underwrite and make important decisions on behalf of the WNT.

Competencies & Qualifications:

  • Relationship Building: Create, develop and foster strong relationships over time with co-workers, company underwriters and retail agency producers
  • Organizational Skills: Possess strong organization skills while having the capacity to manage multiple deadlines and a strong sense of urgency to not miss deadlines
  • Stress Management: Function effectively under pressure
  • Customer Orientation: Align with WNT’s customer service expectations
  • Interpersonal Awareness: Notice, interpret and anticipate others’ concerns and feelings, and to communicate this awareness empathetically to others
  • Computer Literacy: Ability to learn new systems quickly as well as knowledge of Microsoft operating systems and MS Office programs
  • Communication Skills: Provide effective and clear communicate in conversations, interactions with others and in writing
  • Analytical thinking: Superior abstract reasoning ability and substantial critical thinking skills
  • Team Building: Respond constructively to others’ ideas and suggestions while promoting team work and engaging in a cooperative team atmosphere.
  • Career Progression: Actively seek training opportunities that facility career progression

Required Education & Licenses:

  • Bachelor’s degree required
  • Hold a current Pennsylvania Property & Casualty Producer License or must attain one in 6 months
  • Hold a current Pennsylvania Surplus Lines License or must attain one in 1 year

Future Outline & Expectations:

An underwriter must be able to assess the information provided on applications, obtain missing information as needed, and have the decision-making skills to allow them to pursue and obtain the quotes that present the right combination of pricing, coverage, and services that are best suited to the individual risk.

An underwriter needs to have the ability to qualify applications and recognize which ones present the highest chance of success, and the discipline to focus their efforts and energies on those opportunities. They must be able to decline risks that do not present as good of an opportunity without damaging the relationship with the retail broker.

A successful candidate must be persistent and goal oriented. The individual must have a strong desire to solicit new submissions as the person in the underwriting position is responsible for producing a required volume of new business. The candidate must have the ability to gather information from various sources beginning with submitted applications, forming an opinion about the application, and interpreting and communicating that interpretation to various expert parties.

Personal Lines/Life Insurance Agent

Job Description
We are a long standing local Independent Insurance Agency in the Philadelphia Suburbs looking for a Personal Lines/Life Insurance Agent to join our team! You will be responsible for helping to service our book of clients and expanding the book of business by selling various types of Personal Insurance and Life Insurance policies to new and existing clients, while working in a positive and friendly team environment.

Responsibilities:
• Present and sell Personal and Life Insurance Policies to new and existing clients
• Develop and calculate suitable plans based on clients’ needs
• Skillfully use multiple online company platforms to service and sell various products
• Resolve client inquiries and complaints
• Cross-sell products and endorsements that fit each customers’ needs
• Provide excellent customer service and billing assistance to existing clients
• Comply with insurance standards, regulations, and multiple company underwriting guidelines
• Keep detailed notes and filing records using agency’s computer management system

Qualifications:
• Must have Undergraduate degree from College or University
• Must acquire PA P&C License before start date
• Must acquire PA Life, Accident, and Health License within 60 days of start date
• Strong negotiation skills and the ability to build rapport with clients
• Excellent written and verbal communication skills
• Detail oriented with the ability to prioritize and multitask
• Positive, friendly attitude with the ability to be a good team member

About Peterson Insurance
Peterson Insurance is an independent agency near the Main Line in the Philadelphia Suburbs, that has been around for over twenty years. We have been fortunate enough to serve the local community and experience successful growth since our doors opened in 1998. We pride ourselves on staying up to date with the latest insurance and technology trends so that we are always remaining innovative for growth. Our office environment is friendly and positive, and we encourage a strong team atmosphere. We started as an agent for Erie Insurance and have since expanded, writing with over 30 carriers for Auto, Home, Commercial, and Life Insurance. We are looking for another great team member to put down roots and grow with our local agency!

Job Type: Full-time
Salary: $40,000.00 to $50,000.00 /year + Commission

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