Job description

INSURANCE ADVISOR

Are you looking for a hybrid work setting? Part remote, part in-person?

Are you looking to grow your career in insurance or make a pivot in your career?

Are you looking to join a close-knit team in a company that values work-life balance?

Flatlands Jessup Insurance Group in Kingston is looking for a highly relational, persuasive and resourceful Insurance Advisor to join our team.

WHAT WE OFFER: Competitive compensation and benefits, team building events, half days on Friday through the summer, opportunities for advancement and paid training.

RESPONSIBILITIES:

• Responsible for educating and advising clients on senior health products offered by the company and assist clients in product selection.
• Clearly communicate to clients the availability of senior products, including: individual health options and Medicare.
• Prepare and process insurance quotes with information provided by Producers no later than 72 hours from the time of receipt.
• 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.
• Conduct periodic service calls via phone or in person for designated accounts.
• Maintain timely and thorough customer and carrier interactions to minimize the potential for errors & omissions claims.
• 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.
• 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.
• 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 premiums when applicable.
• Review existing accounts to determine if additional lines of insurance should be solicited by mail and/or phone prior to renewal.
• Receive and review all terminations and cancellations to determine appropriate action within 72 hours of receipt.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Follow up on outstanding claims and provide assistance in claims resolution as necessary.
• 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.
• Actively solicit increases in limits and/or coverages, rounding out accounts through new sales to clients across lines of coverage.
• Actively seek referrals from the 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.
• Document all material conversations with insureds and/or carriers regarding exposures and coverages.
• Maintains working knowledge of all rating products and processes.
• Perform other functions as assigned by management.

QUALIFICATIONS:

• 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.
• Life and Health Insurance Licensure is required. If candidate does not currently possess a licensure, licensure must be obtained within 90 days of employment. Appropriate education and licensure is paid for by employer.
• Familiarity with Applied Epic is a HUGE plus
• Some insurance experience required.

JOB SPECIFICS

• 45-55k annually (Pay dependant on experience)
• Benefits offered after probationary period: medical health insurance, simple IRA with match, PTO, employer long term disability, team events, paid training and development
• Location: Kingston office
• Hybrid Work Setting: potentially 50% remote but subject to negotiation
• Office hours: 8:30 am - 5:00 pm Monday through Friday

~This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS~

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 1 year

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Work Location: Hybrid remote in Kinston, NC 28501

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