IIAG's Job Board
IIAG members are encouraged to list your agency's open positions at no cost. Email job descriptions to dpeters@iiag.org.
Personal Lines Account Manager and Office Manager (3/4/2021)
Walker Insurance Agency, Perry, Georgia
As the Personal Lines Account Manager and Office Manager, employee will build and nurture client relationships to promote personal lines products including Auto, Homeowners, Umbrella, Renters, Dwelling Fire, and Mobile Homeowners insurance.
Employee relishes a team centric work environment and contributes to achieving individual and company goals. We will support you by providing guidance from experienced Sales Executives, training, and sponsoring licensing exams.
As Office Manager, employee will take initiative to making sure supplies and office environment are at highly operational standards.
Qualifications
- Experience in sales or client service environment preferred.
- Business degree preferred.
- Proficiency in Microsoft Office.
- Ability to learn agency management system software.
- Highly effective communication skills – oral, written and group.
- Strong interpersonal skills to build rapport with prospective and existing customers.
- Initiative and Self Reliance: possesses a hard work ethic and works well independently with little supervision.
- Solid organization and prioritization skills.
- Proven track record of trustworthiness, dependability, and ethical behavior.
- Professional appearance and demeanor.
- This position requires that incumbents attain and maintain a current state insurance license in property and casualty. Licensing exams will be sponsored if not already acquired.
Responsibilities
Specific to Personal Lines Account Manager Role:
- Provide prompt, accurate, friendly service by responding to inquiries from existing policyholders and prospects regarding insurance availability, eligibility, policy changes, claim submission procedures, rates, billing procedures, and payment plans.
- Sell Auto, Homeowners, Umbrella, Renters, Dwelling Fire, and Mobile Homeowners insurance products to individuals using consultative selling techniques.
- Engage potential Life prospects to agency Life agents
- Counsel and advise prospects and policyholders on matters of protection and coverage.
- Develop an understanding of various carrier platforms and quoting software’s.
- Develop and maintain business relationships with policyholders and within community.
- Service and maintain renewal policies.
- Prepare forms, policies and endorsements when required.
- Manage and update customer databases within agency management software.
- Meet goals for volume of quality new business quoted and written within company guidelines.
Specific to Office Manager Role:
- Perform general office duties to include but not limited to: bank deposits, mailings, ordering office supplies, phone and email correspondence, and receptionist duties.
- Making federal payroll tax payments, state tax payments, and employer sponsored retirement account payments.
- Gather and deliver quarterly tax reports generated from agency management system to accountant.
- Complete disbursements for outgoing payments and receipts for incoming payments for all bank accounts in our management software.
- Reconcile all bank accounts at the end of every month.
Please email Brince Coody to apply: brince@walkeragencysite.com
Personal Lines CSR (2/17/2021)
Padgett Insurance Agency in Richmond Hill, Georgia
Providing personal and business insurance products since 1997, Padgett Insurance Agency strives to provide an exceptional client experience. We are adding staff members to better serve our current and future clients.
Personal Lines CSR Job Description
We are seeking an experienced Personal Lines Insurance Customer Service Representative who is passionate, self-motivated, and customer driven with a desire to make a difference in people's lives. As our newest personal lines csr you will work warm leads, cross-sell existing clients and re-market policies as needed. This is a full-time and onsite position.
Responsibilities
- Document each customer contact in Hawksoft.
- Take premium payments from customers.
- Treat each customer contact as a cross and upsell opportunity.
- Return all phone messages promptly.
- Generating insurance quotes
- Provide exceptional customer service.
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Provides ongoing support to insurance clients as needed.
- Follow-up on warm leads and networking
Requirements
- Currently possess a Ga. Property & Casualty insurance license
- Minimum 2 years prior insurance experience
- Microsoft Office Proficiency
- Possess a genuine willingness to learn, be intuitive, resourceful, and coachable.
- Be a self-starter with a sense of urgency.
- Must have ability to multi-task
- Must be highly self-motivated.
- Professional phone etiquette
- Great customer service skills
- Problem-solving capabilities
- Works well with other employees and is a team player with a positive attitude.
- Strong communication skills, both oral and written
- Driven and goal-oriented individual
- Ability to tactfully handle stressful and difficult situations
- Knowledge of sales and marketing principles and strategies
- Strong work ethic
Please send resumes to: officemanager@padgettinsurance.net
Commercial Lines Account Manager Job Description (2/17/2021)
As a Commercial Lines Account Manager in our office, you will take ownership for customer interactions while educating and counseling policyholders on making the right insurance decisions. You will gain valuable experience in the world of insurance sales and general customer service. This is a full time, mid-level position. Position is working onsite.
Responsibilities
- Help customer service their insurance policies through exciting life events.
- Ensure customers have the right level of coverage while identifying and resolving customer conflicts.
- Document each customer contact in Hawksoft.
- Take premium payments from customers.
- Treat each customer contact as a cross and upsell opportunity.
- Return all phone messages promptly.
- Generate insurance quotes.
- Providing exceptional customer service
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Provide on-going support to insurance clients as needed.
- Quote new business for producers.
Requirements
- Currently possess a Ga. Property & Casualty insurance license
- Minimum 5 years prior insurance experience
- Microsoft Office Proficiency
- Possess a genuine willingness to learn, be intuitive, resourceful, and coachable.
- Be a self-starter with a sense of urgency
- Must have ability to multi-task
- Must be highly self-motivated
- Professional phone etiquette
- Great customer service skills
- Problem-solving capabilities
- Works well with other employees and is a team player with a positive attitude
- Strong communication skills, both oral and written
- Driven and goal-oriented individual
- Knowledge of sales and marketing principles and strategies
- Strong work ethic
Please send resumes to: officemanager@padgettinsurance.net
Mallory Agency is seeking an experienced Commercial Lines Account Executive with expertise in large, complex property programs to be a part of an aggressive National Producer Team.
Responsibilities:
- Meet with Producer and Lead Account Executive as scheduled to review Risk Management and Insurance programs for clients and prospects.
- Work with carrier partners to understand coverages and underwriting guidelines when structuring programs for prospects and clients.
- Assist in managing existing Book of Business including mid-year reviews, service issues and renewal updates/remarkets.
- Become proficient in all company underwriting requirements, agency workflows and rating systems.
- Provide consistent and timely communication with clients, prospects and carrier partners via verbal or written correspondence.
- Occasionally accompany producer or senior account executive on client and prospect meetings.
- Order and issue binders for new accounts written and provide to client.
- Set priorities and manage workflows to ensure efficient, timely and accurate results.
- Set up finance contracts with PFS and negotiate rates when applicable.
- Be able to review and audit policies for accuracy identifying any additional needs or changes.
Job Requirements:
- Georgia Property & Casualty License
- Minimum of 5 years experience serving larger regional and national clients.
- College Degree preferred/High School Diploma required
- Highly proficient in a technological agency environment
- Organized and possess excellent written and oral communication skills
- Ability to resolve problems with customers and insurance carriers
- Ability to work in a high urgency environment
Benefits:
- Medical, Vision, Life and AD&D, and Retirement
About Mallory Agency
Mallory Agency is an independent insurance brokerage and risk management consulting firm with client representation in over half of the US. Our expert staff offers clients a full array of property and casualty insurance products and services. We are a highly competitive, profit and growth oriented sales organization that loves to win. Please send resumes to: info@malloryagency.com
Director of Client Services
Mallory Agency is seeking a professional, growth minded individual to work with our client service team. The primary function of this position is to provide oversight and guidance to all service team members with results being operational excellence.
Responsibilities:
- Complete roll out of Mallory University, a formal training program for all new hires, and maintain.
- Review current Workflow Manual keeping it current; work with department supervisors/leads to implement any changes.
- Establish and perform service team audits.
- Provide monthly Expiration Reports for both Commercial and Personal Lines to department supervisors for consistency in renewal excellence and retention.
- Work with Office Manager when onboarding new service team members.
- Establish relationships with carrier marketing representative and keep service team informed on market changes, appetite, etc.
- Report to Senior Management Team any initiatives, issues, etc. as requested.
Job Requirements:
- Minimum of 5 years experience managing multiple people in both personal and commercial lines
- Position will be virtual requiring ability to lead and execute in a virtual environment
- College Degree preferred/High School Diploma required
- Highly proficient in a technological agency environment
- Organized and possess excellent written and oral communication skills
- Proficient communication skills with ability to motivate a team
- Ability to work in a high urgency environment
- Provide direct oversight to department leaders for both personal and commercial lines
Benefits:
- Medical, Vision, Life and AD&D, and Retirement
About Mallory Agency
Mallory Agency is an independent insurance brokerage and risk management consulting firm with client representation in over half of the US. Our expert staff offers clients a full array of property and casualty insurance products and services. We are a highly competitive, profit and growth oriented sales organization that loves to win. Please send resumes to: info@malloryagency.com
Tidwell & Hilburn Insurance in Macon GA is seeking a licensed commercial lines Insurance Agent to work with commercial insurance producer/s to manage existing and new commercial insurance. Experience using Applied systems software helpful, but not a requirement for consideration. Our Agency has been in business for nearly 100 years and has a long tenured team of professionals who work well together. We offer competitive pay with bonus potential, Group Health Insurance, 401k with Agency Match, Long Term disability insurance and flexibility to work some from home. Please send resume to Janice Davis at janiced@th-ins.com.
Property and Casualty Personal Lines Account Manager
Full Time Position
Chatham Insurance Partners is a merger of four well established and successful independent property and casualty insurance agencies in Savannah, GA.
Summary of Position
Our team is currently seeking a skilled Account Manager to join our personal lines account management team. The successful candidate will join an experienced team of professionals who are committed to providing exceptional customer service to our clients. The Account Manager will service an assigned book of business by working with clients to evaluate risk and provide the best insurance solutions available.
Essential Duties:
- Respond to inquiries from insureds, prospects and carriers
- Evaluate risk and develop appropriate quotes using comparative rating system
- Follow agency operating procedures for processing and maintaining accounts in agency management system
- Identify opportunities to cross-sell and upgrades accounts
- Maintain a high level of professionalism and a positive attitude
- Perform additional assigned duties as necessary at the direction of management
Qualifications:
- Current Property and Casualty license
- 2+ years of industry experience
- Excellent written and verbal communication skills with strong client service and relationship building skills
- Must be a team player
- Professional appearance and conduct
- Ability to perform multiple tasks in a complex working environment accurately and efficiently
- Proficient in Microsoft Office products including Outlook, Excel and Word
- Experience with insurance agency management system and insurer rating systems
Compensation:
Chatham Insurance professionals enjoy a strong compensation package including salary and bonus opportunities that are competitive with the industry. In addition, the agency offers medical, dental, vision, disability and life insurance benefits. Employees also have the opportunity to participate in a robust 401k plan.
Please send resume to: info@chathaminsurance.com
