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About the role
Key responsibilities & impact- Assist the Producer in identifying account-rounding and coverage enhancement opportunities
- Analyze carrier quotes and coverages to determine the best options for the client
- Review new and renewal policies for accuracy in rating and coverage
- Provide policy service including changes, payments, claims and third-party communications
- Assist in presenting FIA products to new and existing customers by collaborating in renewal strategies, and preparing proposals
- Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues
- Maintain current knowledge of company underwriting and rating information
- Follow agency standard procedures to maintain electronic files and information
- Take action using Integrity, Caring, and Excellence to achieve all-win outcomes
- Market, service, and provide support to Producers and Account Executives
- Maintain and expand assigned accounts and process documentation on new accounts
Requirements
What you’ll need- Texas General Lines Agent (Property & Casualty) License, or attainment within 90 days
- 2+ years of experience in the personal lines insurance field; or Bachelor’s Degree with 1+ years of insurance related experience; or has obtained CISR or TIIA designation in Personal Lines
- Ability to retain a Book of Business between $150,000 and $250,000
- Organizational skills and the ability to multitask
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
- Insurance professional designations including CISR, ACSR, CIC, CRM preferred
- Knowledge of personal lines insurance industry preferred
- Bachelor’s degree preferred
Benefits
Comp & perks- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program
