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Spotlight Preferred Member Company
Yetter Insurance Agency
Milford, Pennsylvania, United States
9 days ago

Description

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.

1.      Conduct periodic service calls via phone or in person for designated accounts.

2.      Perform special projects at the request of designated clients after management approval. Complete binders and/or policy or endorsement requests within three days of date quoted to client.

3.      Maintain timely and thorough customer and carrier interactions to minimize the potential for errors & omissions claims.

4.      After reviewing updated client exposure survey information, obtain all required renewal information from the insured and complete applications for designated renewal business sixty days before renewal date. Assists Producer(s) as needed.

5.      Review renewals to determine if non-standard policies can be rewritten in a standard program. Prepare rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Secure and submit all required renewal underwriting information.

6.      Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Complete changes/requests within 24 hours of receipt. Determine carrier placement, complete applications or endorsements, and collect premium when applicable.

7.      Review existing accounts to determine if additional lines of insurance should be solicited by mail and/or phone prior to renewal.

8.      Receive and review all terminations and cancellations to determine appropriate action within 72 hours of receipt.

9.      Handle premium collection through form letters and request cancellation of policies when necessary.

10.   Follow up on outstanding claims and provide assistance in claims resolution as necessary.

11.   Solicit new business opportunities with clients for lines of coverage not currently written by the agency. Expectations are an average of one new business referral per client serviced.

12.  Actively solicit increases in limits and/or coverages, rounding out accounts through new sales to clients across lines of coverage.

13.   Actively seek referrals from current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system. Expectation is five referrals per week.

14.  Document all material conversations with insureds and/or carriers regarding exposures and coverages.

15.  Maintains working knowledge of all rating products and processes.

16.  Perform other functions as assigned by management.



Requirements

Must be an assertive self-starter with the ability to influence others. Prior successful demonstration of effective presentation skills through both verbal and written communication methods. 

Must be physically able to work a minimum of 37.5 hours per week in the office and/or field. The employee is regularly required to see, hear, and project voice well enough without amplification. There is a frequent need for the employee to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms. The employee is occasionally required to lift and carry up to 30 pounds; to stoop, kneel, crouch, or crawl, and to ascend and descend stairs. This position requires a high energy level and the ability to handle stress-related situations on a daily basis. The employee may be required to drive and travel unaccompanied in diverse weather conditions. 

Ability to use a personal computer, calculator, agency automation system, and demonstrate proficiency in various software programs, including but not limited to all Microsoft Office software suite programs.

Candidate must satisfactorily complete pre-hire employment assessments and maintain a satisfactory driving record. Candidate may be asked to submit to a drug and/or alcohol screening. A civil and criminal history background check will be performed at the company’s expense. Physical attendance is required at regular and/or mandatory company meetings. Employees are encouraged to pursue relevant professional designations; however, this is not required. If the candidate is not currently licensed, they must obtain their property & casualty license within 3 months and their life license within 6 months – we will help you!

Job Information

  • Job ID: 59254864
  • Location:
    Milford, Pennsylvania, United States
  • Position Title: Customer Service Agent
  • Company Name: Yetter Insurance Agency
  • Industry: Property & casualty insurance
  • Job Function: Account management – personal lines
  • Entry Level: Yes
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: H.S. Diploma/Equivalent
  • Min Experience: 1-2 Years
  • Required Travel: 0-10%
  • Salary: $14.00 - $18.00 (Hourly Wage)

Please refer to the company's website or job descriptions to learn more about them.

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