Full Time Job Opportunities with Our Customers

We are pleased to offer our customers access to many of our dedicated college helper’s resumes for employment consideration. Our customers send us their career opportunity job descriptions and we promote the opportunities to the students; all jobs listed are up-to-date.

We look forward to helping create opportunities for you in the job market!

We have incredible opportunities to offer those of you who are interested in staying in the insurance industry after college graduation.

Administrator Sales Role

InsuranceBee is looking for ideal candidates for an administrator sales role and a client advisor role. If either of these interest you, please contact Maureen Brogie at maureen.brogie@insurancebee.com or by phone at (978)-344-4224.

Responsibilities: Support the Advisors and assist the smooth running of the office

Key Responsibilities: To take on this role, you must be capable of:

  • providing outstanding customer service in line with our values
  • preparing premium finance agreements
  • reception / fielding phone calls
  • data input
  • sending policy documents
  • following up the quotations to sales as and when required
  • building a relationship with clients and giving prompt attention to their requests
  • taking full and accurate telephone messages and pending follow-up actions accurately
  • assisting with office administration such as management of supplier invoices (filing for accounting), ordering of office supplies, FedEx

Specialist Knowledge: You will need to be knowledgeable/learn about General Liability insurance – later products will include Directors & Officers, Workers’ Compensation, Professional Liability, Business Owners (BOP), Employment Practices Liability. We also expect that you will (or will learn to in your probationary period):

  • understand the benefits of the above insurances and how they how they relate to various professions (e.g. Landscapers, Cleaners, Retail Stores, Marketing and Communications, IT, Management Consultants, Architects, Engineers, Surveyors, Real Estate Agents, Insurance Agents)
  • understand the differences between online and offline policies
  • understand the different payment options available
  • become knowledgeable of the underwriting guidelines of the various programs

Personal Development: Your own personal development will be planned with the Managing Producer. We will expect that you:

  • obtain licensing, if required
  • study and attend training in order to further your technical and general expertise
    • develop your own PD plan (in consultation with the Managing Producer)
  • complete targets/objectives set in your personal development review, within the time limit specified
  • understand InsuranceBee’s innovative way of doing business and promote the company’s brand values

Client Advisor Role

Hours of work: 37.5 hours per week – Monday to Friday and such hours as may reasonably be requested; the position may require shifts work to cover West Coast states. Located in Maynard, MA.

Key Responsibilities: As an InsuranceBee Client Advisor you’ll be responsible for providing outstanding service to our customers and building and maintaining the company’s book of business. You’ll report to the Managing Producer on a day to day basis.

  • providing outstanding customer service in line with our values
  • handling customer quote requests and inquiries
  • understanding the customer’s business, risk profile and insurance needs
  • matching coverage to meet customer needs
  • ensuring that coverage is fully explained to customers
  • binding business under our authority
  • issuing quotations and policy documents
  • following up quotations
  • building customer relationships
  • using negotiating skills with underwriters and clients
  • developing new business
  • administering and retaining existing business
  • identifying trends and developments

Specialist Knowledge: Initially the offering with be primarily General Liability Insurance, later products will include Directors’ & Officers, Workers’ Compensation, Professional Liability, Business Owners (BOP), Employment Practices Liability. We also expect that you will (or will learn to in your probationary period):

  • understand the benefits of the above insurances and how they how they relate to the new professions (e.g. Marketing and Communications, IT, and Management Consultancy)
    • understand the benefits of the above and how they relate to other professions (e.g. Architects, Engineers, Surveyors, Estate Agents, Recruitment Consultants, Interior Designers)
      • understand when we can use our Binding Authority to self-quote
      • understand the different payment options available
      • understand how Claims are handled
      • understand Insurance Bee’s innovative way of doing business and promote the company’s brand values

Personal Development:

Your own personal development will be planned with the Managing Producer, we will expect that you:

  • maintain your licensing as required
  • study and attend training in order to further your technical and general expertise
  • develop your own PD plan (in consultation with the Managing Producer)
    • complete targets/objectives set in your personal development review, within the time limit specified
      • develop a product expert area:
    • keep the team up to date with changes or developments in your expert area
  • present to the team at least twice a year
  • Attend training to further your knowledge
  • Lead projects relating to your product expert area
  • Provide assistance if required, in developing systems
  • Be available for UAT if required

Your performance is measured against your core and extended responsibilities, developments, achievements, personal skill set, quality of delivery, workflow and time management. It’s a basic expectation that you will have the knowledge to fulfill the role.

Your salary reviews are tied to the financial performance of Insurance Bee Inc and to the contribution of your role to Insurance Bee Inc’s success. You’ll be helped in your role by regular one to one reviews.

Customer Service Representative

Peterson Insurance Services is looking for a well-qualified candidate to join our team. We are a fast paced, rapidly growing agency located in Delaware County (suburban Philadelphia). The ideal candidate will have a positive attitude, great attention to detail, ability to multi-task, and is a quick study of commercial lines forms, coverages, and applications. The candidate also needs to possess the ability to effectively communicate with clients and carriers. We have several unique program niches that do business in all 50 states, and the intern will get a lot of exposure and real world experience to many facets of the insurance industry.

Please apply by sending your resume to chuck@petersoninsurance.com

Personal Lines Account Executive-Southeastern/Central, PA

Tompkins Insurance is looking for a motivated, sales focused individual who possesses the ability to develop and close sales opportunities through persistent relationship development.  In addition to new business sales, this person will be expected to retain current clients by providing unrivaled customer service at or above the standards of the agency.

Qualified candidates must possess: a valid driver’s license, have prior sales experience (preferred but not required) and currently have or be willing and able to obtain a valid PA Insurance License.

Commercial Insurance Account Executive, Blue Bell, PA

Tompkins Insurance is looking for a motivated individual to develop sales and to expand and service new accounts.  Having two years of insurance sales experience is desired.  Candidates must have a PA Insurance License.

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

Personal Lines Insurance Client Advisor

Christie and Associates is looking to hire a Personal Lines Client Advisor, responsible for helping to build and maintain relationships with new and existing clients. This includes assisting them with identifying their Insurance needs, evaluating and securing appropriate policies and coverages, managing customer documentation, and maintaining professional, responsive and proactive communication.

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 do:

  • Obtain insurance license and required continuing education requirements.
  • Manage assigned book of business relative to growth and servicing accounts.
  • Work closely with Company personnel to obtain a good relationship and knowledge of carrier’s products and website functionality.
  • Demonstrate excellent telephone etiquette skills. Listen to client’s needs and offer solutions to best fit their needs.
  • Demonstrate a professional attitude at all times when working with internal/external customers.
  • Utilize management system to complete various transactions per procedure guidelines.
  • Complete other tasks as required by management.

What you’ll bring to the table:

  • Enthusiasm & Promptness to working hours, completing daily tasks and meeting individual goals.
  • Demonstrate confidence in your abilities so clients have a comfort level in your recommendations and servicing capabilities.
  • Self-motivated and attentive to detail to accomplish “once and done” approach.
  • Above average computer skills to efficiently work within Agency Management system and Carriers websites.
  • Eagerness for continuous improvement and growth of insurance knowledge.
  • Positive attitude to foster a positive environment.
  • Open minded for change and recommend suggestions for continuous improvement.
  • Work well independently and as a Team player.

We have a full benefit plan, healthcare, vision and offer AFLAC. We also offer life insurance, short/long-term disability and an awesome 401K plan that you enroll in after 1 year of employment. We give 13 paid/sick days off to start with; the paid time off increases the longer and individual is employed here.

Job Type: Full-time

Experience: Insurance: 2 years

Education: Associate Degree

License: Property and Casualty License

*To Apply for this position, please send your resume via email to: info@christie-associates.com “PL CLIENT ADVISOR” and YOUR NAME as the subject.

Full Time Associate Account Manager

The Account Manager role is fundamental in Apogee’s production of business.  Whether it be on the renewal team, or new business team, this role will provide a unique experience in interacting with our customers and the handling of their submissions. This role also includes the challenge of building relationships with our many Markets, customers, and communicating with our Sale Team members to give our customers the perfect Apogee experience.  This position will include the opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.

Job Functions:

  • Receive new business and/or renewal applications for insurance from independent agent customers.
  • Responsible for reviewing and qualifying the risks and exposures specific to management liability and professional liability.
  • Submitting risk to market and defining overall requirements per our customer’s needs.
  • Act as a liaison between the company underwriters and the independent agent customers to negotiate favorable insurance proposals.
  • Studying various insurance proposals to determine viability for selling to independent agency customer.
  • Discussing the features and benefits of each proposal with customers and ultimately asking for the sale.
  • Building policy comparisons and other selling techniques to sell against competing proposals.
  • Build and maintain constructive business relationships with independent agent customers over the phone.  Travel is very minimal.
  • Build and maintain constructive business relationships with Market’s underwriters. Minimal after-hours events to be attended and in-house time spent with underwriters working together on risks.
  • Responsible for managing & growing a book of new and renewal business
  • Responsible for servicing policies and issuing endorsements

Skills Needed:

 This position demands a self driven, competitive, 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.

Requirements:

  • Adobe Acrobat Professional
  • Microsoft Suite of Applications (Word, Outlook, Excel)
  • Property & Casualty License – a plus
  • College Bachelor’s Degree
  • Professional Oral & Written Communication Skills
  • Time Management
  • Multi-Task/Prioritization
  • High sense of Urgency/Ownership
  • Competitive Nature
  • Team Player
  • Personable

Experience:

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

If you are in this job posting  please contact Carissa Bowser at cbowser@apogeeinsgroup.com.

Customer Service Associate

Administrative Team

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

Skills Needed:

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.

Requirements:

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

Associate Account Manager

Job Functions:

In-house, entry to advance level position focused on converting web & phone leads from independent retail agencies and potential buyers to submissions. Individual is also focused on producing submissions from past lost opportunities fitting Apogee’s appetite by communicating with customers via email and phone to drive in business. No cold calling
responsibilities. Primary responsibilities include: answering inbound customer telephone calls and web inquiries, building strong relationships with key partner customers, track conversion rate of lead to submission, and share the Apogee Story.

Conversion of inbound leads to submission opportunities:

  • Manage incoming responses from marketing emails
  •  Collaborate with other team members to ensure that service promises are being met
  • Overlook incoming leads and track conversion rate; leads to submissions
  • Continue developing strategies to communicate effectively with potential customers
  • Lead and control new customer process; walk the agent or insured through the steps of being loaded into our Management System

Conversion of previous lost business to submission opportunities:

  • Organize Lost Business Report Plan Monthly
  • Reach out to agents on lost business accounts two months out
  • Track progress and conversion rates
  • Work with account managers, account executives and other team members to capture larger accounts

Sales and Marketing Support:

  • Provide support and solutions to customer needs and create repeat customer opportunities
  • Be an available outlet for any customer
  • Foster relationships with our markets, customer partners to help streamline the process
  • Review sales and marketing opportunities from different outlets

Qualifications Required:

  • Motivated, results-driven, sales personality
  • Outgoing, friendly, professional communication skills involving the telephone.
  • Multi-tasking, friendly, team player with solid street smarts and time management skills
  • Familiarity with Google Analytics and Ad words is helpful

Education:

  • College Bachelor’s Degree

Experience:

  • 2-5 years in marketing or sales and prior insurance experience is a plus

Agency Representative

Job Functions:

Intermediate to senior level sales and marketing position focused on submission and premium production from independent retail agent customers within a defined geographic territory.

Production and Customer Visits:

  • Conduct minimum of 16 customer visits weekly focusing on all Apogee products
  • Schedule joint travel customer appointments with carrier partners and in-house product experts/leadership quarterly
  • 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
  • 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 learn about submission activity of assigned customers 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:

  • 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 along with Property & Casualty License

Computer Skills:

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

Experience:

  • 3-5 years of hands-on experience in sales
  • Prior insurance product knowledge and insurance education – a plus

Full Time Executive Assistant & Corporate Events Coordinator

Job Functions:

Intermediate to advanced administrative position focused on providing a high level of support to the Executive Team in coordinating with various teams, projects, and initiatives. Primary responsibilities include: assisting Executive Team in organizing, prioritizing, scheduling, travel, maintaining corporate calendars, and moving cultural initiatives forward; recruiting candidates to Apogee through various medias and tracking progress; coordination, support, management of various customer, market, and corporate events; and other projects and reporting as assigned.

Assist leadership in day-to-day operations to ensure efficient office environment

  • Manage and maintain executives’ schedules, appointments and travel arrangements
  • Liaise information and maintain communication with various internal and external teams
  • Monitor, screen, and respond to and distribute incoming communications

Lead various recruiting efforts and coordination amongst team, candidates and LinkedIn

  • Attract and coordinate applicants through recruiting sources such as LinkedIn
  • Determine applicant qualifications by screening applicants, analyzing responses, verifying references, comparing qualifications to job requirements
  • Arrange leadership interviews by coordinating schedules, escorting applicants to interviews, arranging community tours
  • Evaluate applicants by administering applicant testing, Caliper assessments, compiling leadership assessments, and interviewing candidates and discussing position qualifications.

Lead corporate customer and market initiatives

  • Organize events such as conferences, corporate retreats, trade shows, business and sales meetings, and employee appreciation events
  • Coordinate and monitor event timelines and ensure deadlines are met
  • Manage event logistics, including registration and attendee tracking, presentation and materials support and pre- and post-event evaluations
  • Communicate with regional sales team leaders regarding upcoming tradeshows, conventions, future meetings, etc.

Move Cultural Initiatives Forward

  • Review operating practices and implement improvements where necessary
  • Keep executives informed daily of team member absences, anniversaries/birthdays
  • Organize monthly expense reports and track daily companywide progress reports

Qualifications Required:

  • Creative, energetic, outgoing, positive attitude, demonstrating high sense of ownership
  • Multi-tasking, friendly, team player with solid street smarts , high sense of urgency and time management skills
  • Highly organized, competitive individual whom takes initiative to create results

Education:

College Bachelor’s Degree

Experience:

2+ years of prior business experience in fast paced environment.

Full Time Regional Branch Agency Representative 

Job Functions:

Intermediate level sales and marketing position focused on submission and premium production from independent retail agent customers within a defined geographic territory.

Production and Customer Visits:

  • Conduct minimum of 12 customer visits weekly focusing on all Apogee products.
  • Schedule joint travel customer appointments with carrier partners and in-house product experts/leadership quarterly.
  • 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.
  • 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 learn about submission activity of assigned customers 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:

  • 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 along with Property & Casualty License

Computer Skills:

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

Experience:

  • 3-5 years of hands-on experience in sales
  • Prior insurance product knowledge and insurance education – a plus

Associate Broker

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.

Commercial Lines Assistant Account Manager

Job Description:

The Commercial Lines Assistant Account Manager supports the Account Manager(s) in the Commercial Lines Department for back office processing, agency management support and client service requests. This position works at the direction of the Account Manager(s) to facilitate managing of various client and carrier documents and system administration. As an assistant to the Account Manager(s), this position requires skills to accurately perform clerical, technical information entry and administrative support functions. This position does not work directly with producers or have responsibilities for a book of business other than the tasks delegated for processing. As a representative of the agency, the candidate must maintain a positive, professional image, as well as exemplify the agency’s standards for client service. The candidate will be trained on and adhere to agency policies, workflows and procedures. The applicant will be a self-starter, with good verbal and written communication skills and should be detail oriented. This position requires the employee to work on the computer or other office equipment up to eight (8) hours a day.If all the duties and responsibilities of this position are mastered, there is room for growth and advancement.

Job Duties and Responsibilities:

-Review and/or process new and renewal policies within Agency Management System (EPIC)

– Follow up with Carriers for the following types of documents: Policies & Endorsements via email or the applicable carrier website

– Initiate any type of change request and send to the appropriate carrier to make policy changes, issue certificates, auto ID cards, and any/all other insurance documents customary to commercial lines processes

-Prepare correspondence to insured and/or carrier as needed

-Respond to internal and external inquiries and/or requests in a timely manner

-Work closely with Account Manager(s) to develop the skills and insurance knowledge necessary to perform assigned tasks

-Gather claim information from insureds, submit claim to the appropriate carrier and document in Agency Management System (EPIC)

– Enter and maintain complete and accurate information in Agency Management System (EPIC) while staying compliant with standards, including but not limited to documenting all client interactions

-Other duties as assigned

Requirements:

-High school Diploma required; College degree preferred but not required

– Proficient with Microsoft Office 365, specifically Outlook (Excel, Word, Outlook, and PowerPoint)

– Highly-organized with good time management skills essential to meet deadlines; Able to re-prioritize effectively when necessary

-Pennsylvania Property & Casualty license preferred but not required

-EPIC experience preferred but not required

Small Business Account Manager

Job Description Introduction:

So you have dipped your toe in the Commercial side of insurance.  Not only are you good at it, you really love it. You are now looking for a great opportunity on a great team.  We are looking for our next Small Business Account Manager Trainee.  Managing a book of small business clients is a great career with great growth potential.  We think helping people with insurance is fun and rewarding.  Please send us your resume if you feel the same way and want to learn how to retain and grow a profitable network of clients.

Small Business Account Manager – Job Description

Position Title:        Small Business Account Manager

Department:         Program Division

Reports to:            Program Manager

Classification:        Exempt

Job Summary

The Small Business Account Manager Trainee position lasts from 6 to 12 months depending on experience and progress.  The training is designed to prepare the Trainee to be a complete Small Business Account Manager.  The Small Business Account Manager is assigned a group of designated clients with the assignment to both grow and maintain the profitable revenue of the designated client group.  Functions will include reviewing both new and renewal submissions, referral discussions with company underwriters when required, making recommendations required for binding, loss history reviews and issuance of policies. The Small Business Account Manager works with clients and establishes relationships to further cement the business connection and grow both referral and new business opportunities.  The service responsibilities include those responsibilities normal to Commercial Lines service, including but not limited to renewal reviews, certificates of insurance, and billing inquiries.

Position Functions

  1. Reviews and evaluates new business applications including but not limited to: Accord applications, supplemental applications when appropriate, photos, inspection reports, loss runs and ITV calculations, in accordance with company granted underwriting authority.
  2. Submits referrals to company underwriters, per the referral authority granted by each partner company.
  3. Facilitates communication between the Client/Agent/Broker and the company underwriter when needed.
  4. Reviews and processes renewal applications in a timely and accurate manner.
  5. Binds and issues new business and renewal policies per company guidelines.
  6. Meets or exceeds assigned team sales quota through rounding out additional lines of coverage for each client, creating new business opportunities from referrals, and developing a new business pipeline.
  7. Provides technical support to Clients/Agents/Brokers; specifically analyzing client needs, loss exposures, coverage forms and competitor quotations.
  8. Completes applications and performs online quoting of risks when available.
  9. Presents insurance proposals to brokers, insureds and or prospects, effectively communicating what the insurance is, what it does, and what it means to the buyer.
  10. Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
  11. Determines if direct or agency billing is appropriate and invoices accordingly
  12. Prepares summaries of insurance, schedules and proposals as needed
  13. Processes renewals according to agency procedures.  Takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations
  14. Verifies policy and policy change information; verifies accuracy and facilitates corrections, as needed, between client and carrier
  15. Processes incoming email, mail and phone requests, responding promptly and appropriately
  16. Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards
  17. Proactively acts to save accounts, determines reasons for requests for cancellations
  18. Sets priorities and manages work flow to ensure efficient, timely and accurate processing of sales transactions and service responsibilities
  19. Maintains a cordial and effective relationship with clients, co-workers, carriers and other business contacts
  20. Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
  21. Performs other functions as assigned by leader

Supervisory

This job has no supervisory responsibilities.

Knowledge, Skills and Abilities

Need to be a team player who is a self-starter with excellent verbal and written communication skills. The ability to meet or exceed assigned sales quotas.  The ability to multi-task with excellent organizational skills and be detail oriented. Ability to work independently and take the lead.  Advanced knowledge of insurance products and usages, insurance markets, reference to markets, insurance rating and underwriting procedures. Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner.  Ability to carry out complex tasks with many concrete and abstract variables.  Strong negotiation and presentation skills.  Ability to use personal computer, calculator, agency automation systems and various software programs, including but not limited to Microsoft Word and Excel.

Minimum Experience and Education

  • Bachelors Degree

B+H Insurance, LLC will field a team committed to executing a vision of growth, while maintaining a client-focused culture. We will foster an environment where each team member can achieve his or her personal and professional goals, while giving back to the community and supporting local, charitable causes. B+H offers customized insurance solutions to businesses, families and individuals. We are an Equal Employment Opportunity (EEO) employer.

Title: Advisor

Department: Commercial Lines

Job#: BH 2017 01 CLAD 012

Location: Newark, DE

Position Status: Full-time

Exemption Status: Exempt

Compensation: Commission

Leave Accrual Eligibility: No

Telework Eligibility: Yes

Job Description: An Advisor is a licensed insurance professional whose primary duty is to acquire clients for the Agency. Advisors work closely with Account Managers (AM) to address client needs in a timely fashion. An Advisor is always seeking new business opportunities, while retaining current business and rounding accounts for current clients. An Advisor is organized and keeps an accurate log of tasks using the Agency system, Epic. A big-picture understanding of insurance and B+H clients is required to ensure best value and elite service is provided.

Discretionary responsibilities will be assessed by management and include, but are not limited to:

  • Strives to reach the agency’s business goals by prequalifying own new business and adhering to company guidelines for quality business
  • Aims to achieve Validation Status within three (3) years
  • Seeks referrals from client base and follows through on new accounts
  • Works with AMs to meet client needs by providing coverage-related items, proposals, etc. in a timely manner
  • Works with AMs to accurately prepare proposals and applications, submits them to insureds, obtains clients’ signatures when required, follows up to ensure timely responses
  • Accurately prepares new business proposals
  • Assists renewal team in gathering information in a timely fashion; follows up as necessary to ensure deadlines are met, assists with remarketing, contacts clients and follows-up in conjunction with AMs, renews policies in accordance with agency standards
  • Works with Account Technicians, AMs, and Accounting after receipt of a policy cancellation code (CNOC) in Epic; handles cancellations professionally with care, legally saving all accounts possible with adherence to E&O guidelines
  • Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly so all files and notes are accessible for anyone servicing the account
  • Contributes to a positive, team atmosphere
  • Assists or completes other tasks as directed by agency management

Specific and B+H standards/expectations for these responsibilities are listed below. The reporting mechanism for these standards/expectations is Epic, as well as management, Advisor, and client evaluations. Employees will receive a rating from 1 (poor) to 6 (superb) on annual performance reviews.

RESPONSIBILITIES STANDARDS/EXPECTATIONS (Required Outcomes)
Generates new accounts, responds to referrals Meets production goal of $50,000 minimum in revenue for 2017
Handles referrals as assigned by management Responds to potential clients within twenty-four (24) hours
Provides each Client/Prospect a complete risk review; presents proposals and follows-up with prospects; completes all applications in Epic and gets all documents required by carriers Completes Risk Management Analysis on each account; rounds each account via ex-dates and follow-through; successfully closes 50% of Proposals
Consistently has insureds sign applications and collects deposits from all agency-billed applicants; populates Account Detail in Epic with a narrative for every prospective client; Inputs application/account data into system 100% of applications signed

100% of agency-billed items collected

95% of data input by Producer

100% of new clients have a narrative in Epic

Creates activities for follow-up items as appropriate 85% of items cleared on each weekly diary report; rest re-diaried as appropriate; tracked by Weekly Exceptions Report
Retains renewal accounts by maintaining contact with appropriate Clients and filling coverage needs Retention rate of 96% (based on client count) tracked by a lost business report
Reviews upcoming expirations and notifies AM of special instructions; reviews expirations and attends monthly renewal meeting, collects updated information from client as needed Contacts AM at least sixty (60) days prior to renewal; attends all renewal meetings and is fully prepared; debriefs AM within one (1) week after client renewal meeting
Reviews all AM requests (AMRE) involving endorsements, claims, audits, and cancellations and notifies AM of action needed Reviews activities daily; notifies AM as necessary within one (1) business day of receipt; contacts clients as necessary within two (2) days
Assists Accounting in collecting agency-billed audit amounts for his/her accounts; must pursue or return to accounting for collections 100% of uncollected audit amounts are reviewed with Accounting
Responsible for coverage adequacy of all written accounts E&O audits rated “above average”
Keeps technical expertise up-to-date, furthers insurance education, and maintains current certifications and designations Attends at least two (2) outside seminars per year; reports interesting learning point at next staff meeting
Responsible for educating clients concerning Agency payment expectations and cancellation procedures Aim to collect all premiums
Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy Must attempt to discuss all audits that result in 10% increase or 10% decrease with client within two (2) business days; follow-up as necessary
Suggests new coverage and generates quotes for current clients in an effort to round accounts Use the suggestion (SUGG) code in Epic as applicable; successfully rounds two (2) accounts per quarter using cross sell (CROS) code to track
Refers current and prospective clients to P/L and Life/Benefits Dept. for solicitation Three (3) referrals made per quarter to each other department; track using referral (REFR) code
Follows-through on ALL open Epic Activities; does not extend dates in activities without notes explaining the reason and following up with client Activities should never sit idle for more than seven (7) days without detailed notes explaining status, tracked by agency exceptions report
Utilize “Notes” section in Epic to ensure all Advisors, AMs, ATs can service accounts regardless of who they’re assigned to Notes must be current 100% of the time, tracked by date and timestamps; provide status updates to clients as necessary
Maintains electronic files accurately and consistently, processes incoming mail and voicemail (VM) requests accurately and timely Mail consistently handled on date received with no backlog; respond to all client requests by Close of Business (COB); respond to VMs by COB
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