Entry Level Insurance Professional

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary:

Under the general mentorship of the V.P. of Underwriting, the Entry Level Insurance Professional will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role.  The Associate Broker is responsible for assisting in achieving incremental sales goals, along with participating in various training and educational opportunities.

This is a hybrid work from home/office opportunity.

Essential Duties and Functions: include the following. 

• Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner in order to establish positive relationships, increase revenues and retain policies upon expiration.

• Develop relationships with insurance agents, brokers, and carriers by attending sponsored events, along with participating in internal and external sales meetings.

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.  Requests additional information, if necessary, and accepts or rejects risks in conformance with company guidelines.

• Review, analyze and underwrite risks submitted by Producers, rate submissions for premium and terms, analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders; use inspection companies to obtain further information, quote rates, or explain company underwriting policies.

• Process new business in a timely and efficient manner to grow revenues and maintain retention and profitability.

• Leverages mentorship relationship when marketing and meeting with retail agency customers to develop business and cultivate relationships in an effort to grow a book of business.  Foster and improve relationships with other departments, producers, companies and competitors.

• Develop thorough understanding of internal operations to successfully extend Company facilities, utilizing binding authorities or brokering risks when required to successfully negotiate a placement.

• Must successfully complete and pass assigned educational courses, professional designations, and licenses courses and examinations.

Competencies:

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. 

• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and in a timely manner. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• Bachelor’s Degree (B.A) from four-year college or university or equivalent industry experience.

• Proficient with MS Office Suite

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

• 0 - 2 years experience in a similar position

Preferred

• Working towards or holds valid broker license.

Physical Requirements Necessary on a Regular Basis:

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.

• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

• Vision suff