Description The personal & commercial lines agent will promote sales of new and existing business. Through exemplary customer service skills, the personal & commercial lines agent will nurture new business leads and stre…
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Full-time
high school, professional certificate
Posted 14d ago
~40 hrs/week
Responsibilities
The agent will promote the sale of new and existing business while nurturing customer relationships through exemplary service. Key duties include quoting products, executing renewals, and maintaining client confidentiality.
Requirements
Candidates must possess a Personal Lines Insurance License and be proficient in Microsoft Office. A high school diploma is preferred, and experience with Applied Epic is considered a plus.
Full job description
Description
The personal & commercial lines agent will promote sales of new and existing business. Through exemplary customer service skills, the personal & commercial lines agent will nurture new business leads and strengthen existing customer relationships. This position’s responsibilities include frequent communication with prospects and customers, quoting and cross-selling, and insurance product knowledge.
Primary Responsibilities:
Ensure customer service provided is consistent with the company’s core vision
Quote and sell products in accordance with underwriting and rating procedures
Review and execute renewals, endorsements, cancellations, and payments according to company workflows
Maintain confidentiality of clients’ personal information
Ensure communication and collaboration with coworkers is harmonious
Gain and maintain state insurance licensing through testing and continuing education
Other duties and responsibilities as needed
Requirements
EDUCATION AND EXPERIENCE:
Personal Lines Insurance License
Competent in use of Word, Excel, and Outlook
High School graduate or equivalent preferred
Applied Epic experience a plus
PHYSICAL REQUIREMENTS
Must be able to drive, stand, sit and stoop for extended periods of time. Must be able to lift or reach arms over head or below waist. Must be able to lift, hold or carry items weighing up to 50 pounds unassisted. Must be able to see, hear and speak with or without accommodation.
ENVIROMENTAL REQUIREMENTS
Must be able to work in well-lighted or dim-lighted office environment. Temperature-controlled area air conditioned or heated offices at reasonable temperatures.
PERSONALITY/OTHER: Must be an excellent presenter by articulating in a positive professional manner. Must be confident and effective communicator. Work well under pressure and time deadlines. Ability to work in a fast-paced environment. Must have a sense of urgency and ability to prioritize quickly and efficiently. Must be able to work well under a team environment or work independently as needed.
In Today's "Me" World, We Are A "We" Company, Your Trusted Partner.
Industry
Insurance
Company size
2-10 employees
Founded
2016
Headquarters
Scottsdale, Arizona
LinkedIn followers
36
We are a full service insurance brokerage that specializes in business insurance, worker’s compensation, personal insurance, risk management, carrier audits, and premium financing. Our team of insurance advisors have extensive marketplace knowledge and represent both businesses and individuals throughout the United States.
U.S. National Insurance strives to have a positive, tangible, and long lasting impact on as many individuals and businesses it has the opportunity to serve. We also believe that our business has a purpose that stretches beyond the insurance industry and we are committed to improving our community, our society, and to helping those in need.
Offices: 8325 E Monterosa St, Scottsdale, Arizona 85251, US
Workers CompensationBusiness InsurancePersonal InsuranceRisk ManagementProfessional Service and SupportPremium Financingand Auto InsuranceFinanceRisk ManagementInsurance
In Today's "Me" World, We Are A "We" Company, Your Trusted Partner.
Industry
Insurance
Company size
2-10 employees
Founded
2016
Headquarters
Scottsdale, Arizona
LinkedIn followers
36
We are a full service insurance brokerage that specializes in business insurance, worker’s compensation, personal insurance, risk management, carrier audits, and premium financing. Our team of insurance advisors have extensive marketplace knowledge and represent both businesses and individuals throughout the United States.
U.S. National Insurance strives to have a positive, tangible, and long lasting impact on as many individuals and businesses it has the opportunity to serve. We also believe that our business has a purpose that stretches beyond the insurance industry and we are committed to improving our community, our society, and to helping those in need.
Offices: 8325 E Monterosa St, Scottsdale, Arizona 85251, US
Workers CompensationBusiness InsurancePersonal InsuranceRisk ManagementProfessional Service and SupportPremium Financingand Auto InsuranceFinanceRisk ManagementInsurance