Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job its a mission. We want to reach and educate every one of our clients and make the insurance experience the best it can be. We promise to provide any and all the support that you need to be the best you can be!
Roles & Responsibilities: Include the following, however other duties may be assigned.
Manage the renewal process for all Personal Lines clients & a small amount of Commercial clients
Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
Cross-sell existing clients by converting commercial lines clients to personal lines clients and personal lines clients to commercial
Handle all cancellation requests that come into the office and try to save clients.
Provide client reviews to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
Proactive calling on claims following our claims process
Identifying opportunities to add value to the client experience
Rewrite non renewals and cancellations
Assist with incoming calls
**Requirements**
Must have a current P&C License
Must have minimum of one year experience, servicing personal lines insurance products
Excellent communication skills
Ability to multi-task and high attention to detail
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
**Preferred**
Experience with multiple carriers
Hawksoft Agency Management software experience
**Benefits**
$16-$20/Hour plus commission & bonuses
Paid Time Off
Group Health Benefits
Simple IRA Company Match
Great Work Environment
Room For Growth
**Agency Culture**
We are dedicated to building a great team by having weekly lunches, quarterly fun days and getting involved in community events. Blackwell Insurance Agency is a member of the Lake Forest Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.
