Licensed Insurance Agency Consultant – PTO & Benefits

Dick Hannah Dealerships; Vancouver (WA); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Paid holidays

Disability & life insurance

Job summary

Dick Hannah Dealerships is seeking a Licensed Agency Consultant to deliver exceptional service to clients and internal teams. You will handle inquiries, process claims, maintain records, and perform administrative tasks to ensure smooth agency operations.

The position offers a base hourly rate with commission on written premiums and a strong benefits package, including PTO, health coverage, and a 401(k). The role emphasizes compliance with state insurance regulations and ongoing education.

Qualifications

• Ability to interpret a variety of instructions furnished in written and oral form.
• Ability to multi-task.
• Ability to work alone, self-motivate and manage one’s own time.
• Physical ability to use computer hardware/software.
• Computer literate (MS Word, Excel, Outlook).
• Organized and extremely detail oriented.
• Research skills.
• General math skills.
• Prompt and consistent attendance.

Responsibilities

• Assists walk-in customers in a prompt and courteous manner.
• Answers incoming calls in a prompt and courteous manner ensuring all calls are serviced or transferred to the appropriate party.
• Returns all agency voicemails by the end of the business day.
• Post customer payments, completes, and performs all other customer service/administrative duties as may be assigned.
• Schedules policy reviews to address policy changes.
• Identifies cross-sale opportunities.
• Quotes and writes new policies.
• Investigates billing inquiries.
• Handles correspondence for the insurance department.
• Documents all communication and client business in agency CRM.
• Forwards new business documentation and follow-up requests to appropriate party.
• Participates in agency training andrequired continuing education for insurance license. Stays current on all product offerings offered by the insurance department.
• Follows compliance guidelines of each company the insurance department represents.
• Follows all insurance rules and regulations set by the Insurance Commissioner for both Washington and Oregon.
• Notifies customers of potential policy changes including non-renewals, undisclosed drivers, discount losses etc.
• Consistent and reliable attendance.
• Maintains a professional appearance.

Skills

Multi-tasking

Time management

Self-motivation

Computer literacy

General math skills

Research skills

Prompt and consistent attendance

Organized and detail oriented

Communication skills

Tools

MS Word

Excel

Outlook

Job description

Dick Hannah Dealerships is seeking a Licensed Agency Consultant to deliver exceptional service to clients and internal teams. You will handle inquiries, process claims, maintain records, and perform administrative tasks to ensure smooth agency operations.

The position offers a base hourly rate with commission on written premiums and a strong benefits package, including PTO, health coverage, and a 401(k). The role emphasizes compliance with state insurance regulations and ongoing education.