Insurance Specialist - Licensed

Metairie, LA 70001

Post Date: 05/07/2018 Job ID: 39171 Industry: None
FTS is seeking a Licensed Insurance Specialist for an opportunity working with a well-established brokerage Insurance firm in Metairie, LA.
GENERAL DESCRIPTION:
Servicing, retention and rounding of Personal and /or Commercial Lines Insurance accounts, according to agency procedures and standards. Ideal candidate will be an energetic self starter, who works well in a highly automated, team environment.

MAJOR RESPONSIBILITIES:
Service
  • Ability to handle complex accounts.
  • Ordering and processing renewal and change requests with an emphasis on Personal Insurance Risk Management.
  • Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs.
  • Assists clients with reporting claims.
  • Works to ensure that the agency goal of 95% retention is met. Acting proactively to retain accounts; Following up on Broker of Record letters, according to agency procedures and standards.
Account Rounding
  • Actively solicits and processes additional lines of coverage for all accounts and working to book of business.
  • Ability to provide basic information on all AWS Insurance services and direct clients accordingly.
Team Work
  • Maintains a courteous and effective relationship with clients, co-workers, Carriers and other business contacts.
  • Ability to share knowledge and skills with others.
Professional Developments
  • Remains informed regarding industry information, new product information, legislation, coverage s and technology.
Performance Standards:
  • Adherence to developed procedures and guidelines
  • 95% retention rate of existing accounts
  • Responsive to client, carrier and management requests
  • Effective team player to both the department and the agency as a whole
  • Continuous effort to improve knowledge and performance

Requirements:
Experience
  • 3 years Personal or Commercial Lines servicing or producer experience
  • Agency experience in a highly automated, transactional filing environment, with the ability to handle complex accounts.

Education
  • Professional Designation required

Knowledge
  • Good command of all lines of personal insurance coverage
  • Understanding of contracts, Carrier products, coverage forms and underwriting guidelines
  • Desire to work on continuing education requirements
  • Knowledge and ability to use applicable rating programs.

Other
  • LA State Agents License required
  • Proficient in Windows, Microsoft Office & Agency Management Systems
  • Keyboarding skills of 55 wpm
  • Excellent organization, communication written, oral and automation skills.
  • Must maintain a professional appearance.
  • Good negotiation skills.
  • Ability to take direction and work both independently and as part of a team.

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