Licensed Commercial Account Executive

JIA Insurance Agency LLC; California; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Job summary

JIA Insurance Agency LLC in California is seeking a qualified insurance professional with 2+ years of commercial lines experience to join our in-person office team. The role involves maintaining policies in our agency management system, answering phones and emails, and learning carrier submissions and our lines of business.

A valid Property and Casualty license is required, with training provided for growth into sales. Bilingual Spanish is a plus but not required.

Qualifications

• Requires 2+ years of commercial lines experience.
• Must have Property and Casualty license.
• Spanish speaking preferred but not required to assist clients.

Responsibilities

• Maintain and service insurance policies in agency management system.
• Answer phones, emails and requests; facilitate daily routines.
• Learn commercial carriers and submission process; communicate with carriers.
• Understand the sales process and our lines of business.

Skills

Customer service

Time management

Attention to detail

Professional email writing

Communication

Multi-tasking

Carrier submissions

Education

Property and Casualty License

Tools

Hawksoft

AMS360

Job description

Job Description

Job description:

Open Position:MUST HAVE 2+ years Commercial Lines Experience, your duties will include:

• Maintain and service insurance policies in agency management system
• Answer Phones, facilitate daily routines, answering emails and requests
• Learn commercial carriers, submission process, carrier communications
• Understand the sales process and learn our lines of business sold

Qualifications:

• Spanish speaker preferred not necessary, to assist clients who predominantly speak Spanish
• A valid P&C License, is required
• The ideal candidate will have some insurance experience and we will train.
• Customer service skills a must, genuinely enjoy working to helpclients
• Strong attention to detail with time management and ability to multi-task
• Solid computer, grammar and ability to write business emails and communication
• Ability to perform mathematically transactions and understand financing practices.

Ideal Candidate Qualities:

• We are looking for a positive, energetic, and responsible person, with an outgoing personality who genuinely enjoys helping clients. A fit to our office culture is a must.
• The ideal candidate will be an organized, detail oriented, positive, and friendly person who thrives in an office environment.
• Experience with Agency Management Systems: Hawksoft, AMS360 or other system
• Proficient in Outlook, Word, Excel and Adobe applications
• Effective skills in communication, with an ability to provide specific details in a concise understandable manner
• Previous/current skills in working with multiple commercial carriers

Positions Details:

• Position is in a commercial insurance sales office environment, no personal lines sold
• Our agency is a insurance brokerage, not a captive agency
• Full or Part time position available, Monday – Friday (no weekends)
• This is not a hybrid or remote office position, required to work in the office
• Hourly or salary position, depending on candidate and their needs
• This is not a “commission only” position, this is a regularly paid position (5th/20th of the month)
• This position is designed to either have the candidate stay in Customer Service or move up into Sales
• Paid Time Off available, 5 major Holidays off
• Cross selling to current clients to provide new opportunities for the Agency to grow

Job Types: Full-time, Part-time

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience:

• customer service in commercial insurance: 1 year (Required)

License/Certification:

• Property and Casualty License (Required)

Work Location: In person