Licensed Commercial Account Executive

JIA Insurance Agency LLC; Murrieta (CA); Vor Ort; USD 30.000 - 39.000; Vollzeit

Benefits dieser Stelle

401(k)

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Zusammenfassung

JIA Insurance Agency LLC in Murrieta, CA is seeking a Commercial Lines Insurance Specialist to maintain and service policies, answer inquiries, and learn our lines of business.

The role requires a valid Property and Casualty license, strong customer service, and the ability to work in the office with a flexible schedule.

Qualifikationen

• Two years+ of commercial lines experience.
• Valid Property & Casualty license required.
• Willing to be trained and learn our lines of business.

Aufgaben

• Maintain and service policies in the agency system.
• Answer phones, respond to emails, assist clients.
• Learn commercial carriers and submission process.
• Understand the sales process and products sold.

Kenntnisse

Customer service

Time management

Attention to detail

Communication

Spanish language

Office software

Tools

Hawksoft

AMS360

Jobbeschreibung

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 help clients
• 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