Insurance Agent - Personal Lines
Core
Assist policyholders with servicing policies, evaluating coverages for cross-selling, processing requests, and answering questions regarding existing business.
Role type
Personal Lines Insurance Agent
Builds
Insurance policies and coverage recommendations for individuals and businesses
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
policy servicing, coverage evaluation, cross-selling, policyholder communication, frontline underwriting, coverage binding, claims opening, lender coordination, non-renewal/cancellation explanation, license acquisition
Preferred skills
customer service experience, related industry experience
Technologies
insurance policy management systems, computer inquiry tools
Responsibilities
Service existing policies and evaluate cross-selling opportunities, process policyholder requests and answer questions, perform frontline underwriting for new business, renewals, and endorsements, bind coverage per eligibility rules, open claims by collecting pertinent information, coordinate with lenders and mortgage companies, explain non-renewal and cancellation decisions, obtain and maintain required resident and non-resident licenses
Seniority
Entry to Mid-level, individual contributor