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Requirements and responsibilities
Essential Duties and ResponsibilitiesBegins to develop relationships; attend meetings and may contribute.Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.About this roleThis is a full-time position assigned to the Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience.Knowledge, Skills, and/or AbilitiesHighly organized with excellent verbal and written communication skillsSelf-confident to make sound independent decisionsAbility to successfully interact with a variety of people and function well both in a team environment and autonomouslyAbility to handle situations in a calm, courteous and professional mannerCustomer-focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel, and OutlookAbility to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision-making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines, and technologyEducation and/or ExperienceAssociates degree (or equivalent) and BA/BS preferredHigh-level client service experience requiredInsurance experience preferred or able to demonstrate a focus on an insurance careerCertificates, Licenses, RegistrationP&C licensed or ability to obtain licensing within 3 months of hireBenefitscompetitive salaryPTO & paid holidays401(k) with matchexclusive discount programshealth & wellness programsand moreEligibilityUS Citizens only.
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