Insurance Consultant (2)- Marlborough
Job ID: BH331881
Category: Insurance Specialist
Insurance Consultant- Marlborough
P&C License in MA
Focused on Sales not service in prior experience
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Respond to member inquiries. Review loss exposures and advise members on P&C insurance needs. Prepare quotes for coverages and carriers appropriate to their needs.
Place new and renewal business with carriers in a manner that optimizes member needs, account retention and agency profitability.
Service existing accounts, including claims, to enhance member satisfaction. Conduct periodic account review to update member needs and account information. Remarket renewals as needed.
Educate members concerning coverage selection, limitations/exclusions, and insurance products and procedures.
Complete new business applications, change requests, cancellations, billing and claims transactions in accordance with carrier requirements and
Maintain accurate and complete agency management systems and other agency records.
Counsel and provide expertise to members concerning carriers, coverage, products, systems and procedures.
Perform other job-related duties as assigned by Managers(s).
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Excellent verbal and written communication skills.
Participates as an active and contributing member of a team to achieve team goals. Works cooperatively with other team members, involves others, shares information as appropriate, and shares credit for team accomplishments.
Excellent organizational skills with attention to detail.
Education and Experience Requirements:
Property/casualty producer’s license required.
Experience working in an agency environment preferred.
Working knowledge of rating and underwriting personal lines products.
Full knowledge of property and casualty products and their application.
Understanding of insurance markets and agency management systems and procedures.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools or controls and to reach with hands and arms.
Occasional travel to branches for training; conference travel as needed.
The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.