Commercial Lines Account Strategist

Van Wert Works; Van Wert (OH); Vor Ort; USD 64.000 - 85.000; Vollzeit

Benefits dieser Stelle

Health benefits

Paid leave

Retirement benefits

Zusammenfassung

Central Insurance in Van Wert, Ohio is seeking a customer-focused professional to join our claims and service team. The role emphasizes integrity, strong relationships, and excellence as we manage policy quotes, changes, renewals, and certificates of insurance for commercial lines.

Candidates should be able to obtain a P&C license within 60 days, hold a business degree or have substantial insurance experience, and be prepared for extended phone coverage.

Qualifikationen

• Able to obtain and maintain a P&C Agency license within 60 days of employment.
• Bachelor’s degree in Business Administration or related field with 2 years of insurance experience, or 3 years of industry experience.
• Experience servicing commercial lines policies preferred.
• Ability to rotate into extended phone coverage shift as assigned.

Aufgaben

• Reviews and processes policy quotes, issues, changes, renewals, Certificates of Insurance, Motor Vehicle Reports, and other transactions for Property, Inland Marine, Liability, Worker’s Compensation, and Auto Fleet risks.
• Works with clients to deliver risk management strategies that fit their risk profiles.
• Upsells and cross-sells current customers, as well as selling warm leads to prospective customers.
• Recognizes, understands, and responds to the needs of our internal and external customers.
• Manages high level relationships with insured while maintaining account integrity and database accuracy.
• Provides proactive hospitality in all customer interactions, including phone calls and emails.
• Maintains communication with clients to identify changing needs in services, property, or account information.
• Services incoming calls, emails and customer requests.
• Consults with prospective clients to discuss and understand their insurance needs.
• Explains the insurance products available, the different coverage types, and the benefits of each plan.
• Builds a positive relationship with the agencies you represent.

Kenntnisse

Customer service

Insurance knowledge

Communication skills

Sales and upselling

Ausbildung

Bachelor’s degree in Business Administration or related field

2 years of insurance industry experience

3 years of insurance industry experience

Jobbeschreibung

Central Insurance in Van Wert, Ohio is seeking a customer-focused professional to join our claims and service team. The role emphasizes integrity, strong relationships, and excellence as we manage policy quotes, changes, renewals, and certificates of insurance for commercial lines.

Candidates should be able to obtain a P&C license within 60 days, hold a business degree or have substantial insurance experience, and be prepared for extended phone coverage.