• Serve as a key team member in the Commercial Lines Department, including educating current clients and attracting new ones.
• Provide proposals for agency producers.
• Quote policies with top-rated carriers in the industry, such as Auto-Owners, Liberty Mutual, The Hartford, and West Bend.
• Maintain up-to-date knowledge of products and markets.
• Focus on client retention and sales growth by cross-selling and expanding existing accounts.
• Service existing clients in person, by email, or via telephone by preparing renewals, remarketing accounts, processing claims, and making policy changes.
• Quote and issue new policies.
• COI - Certificates of Insurance
• EOP - Evidence of property insurance
• Evidence of homeowners insurance for Mortgage companies Auto ID's
• Pull the remarketing logs
• Enter the renewal premiums into remarket logs
• Personal Lines Ez Lynx remarketing insurance
  
  

• 5-7 years of experience in Commercial Lines Insurance (preferred).
• Strong understanding of Property & Casualty (P&C) insurance policies, coverages, and products.
• Familiarity with the operations of an Independent Insurance Agency.
• Knowledge of quoting policies with major carriers (Auto-Owners, Liberty Mutual, The Hartford, West Bend).
  
  

• Excellent spoken and written English skills (articulate and friendly).
• Experience handling customer inquiries, policy changes, and claims assistance.
• Ability to professionally manage and respond to phone calls and emails.
• Strong listening skills and ability to handle objections or concerns effectively.
• Experience working with Western clients or teams.
  
  

• Ability to recognize opportunities for cross-selling or upselling policies.
• Persuasive communication skills to offer additional products where appropriate.
  
  

• Ability to manage Certificates of Insurance (COI), Evidence of Property Insurance (EOP), and Homeowners Insurance documentation.
• Experience with remarketing logs and tracking renewals.
• Proficiency in processing claims, renewals, and policy modifications.
  
  

• Experience with agency management systems (e.g., Partners XE).
• Proficiency in office software (Microsoft Office, Google Workspace).
• Familiarity with quoting platforms like Ez Lynx for remarketing.
  
  

• Ability to accurately process multiple tasks under deadlines.
• Strong attention to detail to ensure quality and compliance.
• Ability to work independently while ensuring alignment with company SLAs.
  
  

• Strong problem-solving skills and ability to handle complex insurance issues.
• Ability to maintain a professional demeanor in all interactions.
• A proactive approach to learning and adapting to new tasks as outsourcing expands.

Please refer to job description.