Insurance Account Representative Personal Lines
Robins Insurance Robins Insurance Nashville, TN Nashville, TN Permanent Permanent $50,000 - $65,000 a year $50,000 - $65,000 a year 1 hour ago 1 hour ago 1 hour ago Come join Robins Insurance! We are professionals focusing on distinct niches and specialties to provide our clients the best experience, with the best coverage.
At Robins Insurance, we go out of our way to treat our clients and our team like people and we use our industry experience and diversified knowledge base to protect what you value most in business and in life.
We are looking to hire an amazing Personal Lines Account Manager.
Summary of the role:
Assists in the production of new Personal Lines accounts and the retention of existing accounts.
Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.
Reports to the Operations Manager, Dee Rosado.
Dee has 20 years' experience in the operational and management fields.
In our office she is responsible for HR, Marketing, Technology, Event Planning, Licensing, Culture, and more.
She prides herself on not micro-managing but staying in touch with her employees through open communication, availability in-office 4 days a week, monthly 1:
1's, and involves herself in both Commercial Lines and Personal Lines project management.
Responsibilities include but not limited to:
1.
Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within five days of receipt.
2.
Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
3.
After reviewing updated client exposure survey information, obtains other renewal information from insured, and completes applications for designated renewal business sixty days before renewal date.
Assists Producer(s) as needed.
4.
Reviews renewals to determine if non-standard policies can be rewritten in a standard program.
Prepares rewrite applications for business through companies no longer represented at least 30 days prior to renewal.
Secures and submits required renewal underwriting information.
5.
Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies.
Completes changes/requests within 24 hours of receipt.
Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
6.
Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
7.
Receives and reviews all terminations and cancellations to determine action to be taken and takes needed action within 72 hours of receipt.
8.
Handles premium collection through form letters and requests cancellation of policies when necessary.
9.
Follows up on outstanding claims and aids in their resolution, as necessary.
10.
Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
Expectation is five referrals per week.
11.
Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
Qualifications Must have P & C License for the State of TN Department of Insurance to discuss and/or sell insurance in states where the agency functions.
Personal Lines experience.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.
Must be willing to travel as required.
Benefits:
Multi carrier portfolio - We are contracted with the highest rated insurance carriers Team Culture - Fun, upbeat and supportive company culture Hybrid work scheduled once training completed At home hardware/software provided Healthcare/Dental/Vision Benefits, Retirement, STD/LTD/LIFE, generous PTO, major holidays
floating holiday, FSA, Simple IRA Job Type:
Permanent Pay:
$50,000.
00 - $65,000.
00 per year
Benefits:
Dental insurance Disability insurance Health insurance Paid time off Vision insurance Work from home Supplemental pay types:
Bonus pay Weekly day range:
Monday to Friday No weekends Work setting:
Hybrid remote Ability to commute/relocate:
Nashville, TN 37203:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
How many years of Personal Lines Insurance Experience do you have? License/Certification:
Tennessee P&C Insurance Lincense (Required) Work Location:
Hybrid remote in Nashville, TN 37203.
Estimated Salary: $20 to $28 per hour based on qualifications.
At Robins Insurance, we go out of our way to treat our clients and our team like people and we use our industry experience and diversified knowledge base to protect what you value most in business and in life.
We are looking to hire an amazing Personal Lines Account Manager.
Summary of the role:
Assists in the production of new Personal Lines accounts and the retention of existing accounts.
Provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.
Reports to the Operations Manager, Dee Rosado.
Dee has 20 years' experience in the operational and management fields.
In our office she is responsible for HR, Marketing, Technology, Event Planning, Licensing, Culture, and more.
She prides herself on not micro-managing but staying in touch with her employees through open communication, availability in-office 4 days a week, monthly 1:
1's, and involves herself in both Commercial Lines and Personal Lines project management.
Responsibilities include but not limited to:
1.
Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within five days of receipt.
2.
Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
3.
After reviewing updated client exposure survey information, obtains other renewal information from insured, and completes applications for designated renewal business sixty days before renewal date.
Assists Producer(s) as needed.
4.
Reviews renewals to determine if non-standard policies can be rewritten in a standard program.
Prepares rewrite applications for business through companies no longer represented at least 30 days prior to renewal.
Secures and submits required renewal underwriting information.
5.
Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies.
Completes changes/requests within 24 hours of receipt.
Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
6.
Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
7.
Receives and reviews all terminations and cancellations to determine action to be taken and takes needed action within 72 hours of receipt.
8.
Handles premium collection through form letters and requests cancellation of policies when necessary.
9.
Follows up on outstanding claims and aids in their resolution, as necessary.
10.
Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
Expectation is five referrals per week.
11.
Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
Qualifications Must have P & C License for the State of TN Department of Insurance to discuss and/or sell insurance in states where the agency functions.
Personal Lines experience.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.
Must be willing to travel as required.
Benefits:
Multi carrier portfolio - We are contracted with the highest rated insurance carriers Team Culture - Fun, upbeat and supportive company culture Hybrid work scheduled once training completed At home hardware/software provided Healthcare/Dental/Vision Benefits, Retirement, STD/LTD/LIFE, generous PTO, major holidays
floating holiday, FSA, Simple IRA Job Type:
Permanent Pay:
$50,000.
00 - $65,000.
00 per year
Benefits:
Dental insurance Disability insurance Health insurance Paid time off Vision insurance Work from home Supplemental pay types:
Bonus pay Weekly day range:
Monday to Friday No weekends Work setting:
Hybrid remote Ability to commute/relocate:
Nashville, TN 37203:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
How many years of Personal Lines Insurance Experience do you have? License/Certification:
Tennessee P&C Insurance Lincense (Required) Work Location:
Hybrid remote in Nashville, TN 37203.
Estimated Salary: $20 to $28 per hour based on qualifications.
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