PERSONAL & COMMERCIAL LINES AGENT

Scali Ins; Ashland (WI); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Scali Ins in Wisconsin seeks a personal & commercial lines agent to promote sales of new and existing business. You will nurture leads and strengthen client relationships through exemplary service, quoting and cross-selling insurance products, and maintaining licensing.

Responsibilities include frequent communication with prospects, handling renewals and endorsements, and ensuring confidentiality of client information while collaborating with coworkers in a fast-paced office environment.

Qualifications

• Personal Lines Insurance License
• Competent in use of Word, Excel, and Outlook
• High School graduate or equivalent preferred
• Applied Epic experience a plus

Responsibilities

• Ensure customer service provided is consistent with the company’s core vision
• Quote and sell products in accordance with underwriting and rating procedures
• Review and execute renewals, endorsements, cancellations, and payments according to company workflows
• Maintain confidentiality of clients’ personal information
• Ensure communication and collaboration with coworkers is harmonious
• Gain and maintain state insurance licensing through testing and continuing education
• Other duties and responsibilities as needed

Education

High School diploma or equivalent

Personal Lines Insurance License

Tools

Word

Excel

Outlook

Applied Epic

Job description

Description

The personal & commercial lines agent will promote sales of new and existing business. Through exemplary customer service skills, the personal & commercial lines agent will nurture new business leads and strengthen existing customer relationships. This position’s responsibilities include frequent communication with prospects and customers, quoting and cross-selling, and insurance product knowledge.

Primary Responsibilities

• Ensure customer service provided is consistent with the company’s core vision
• Quote and sell products in accordance with underwriting and rating procedures
• Review and execute renewals, endorsements, cancellations, and payments according to company workflows
• Maintain confidentiality of clients’ personal information
• Ensure communication and collaboration with coworkers is harmonious
• Gain and maintain state insurance licensing through testing and continuing education
• Other duties and responsibilities as needed

Requirements

EDUCATION AND EXPERIENCE

• Personal Lines Insurance License
• Competent in use of Word, Excel, and Outlook
• High School graduate or equivalent preferred
• Applied Epic experience a plus

PHYSICAL REQUIREMENTS

• Must be able to drive, stand, sit and stoop for extended periods of time. Must be able to lift or reach arms over head or below waist. Must be able to lift, hold or carry items weighing up to 50 pounds unassisted. Must be able to see, hear and speak with or without accommodation.

ENVIROMENTAL REQUIREMENTS

• Must be able to work in well-lighted or dim-lighted office environment. Temperature-controlled area air conditioned or heated offices at reasonable temperatures.

PERSONALITY/OTHER

Must be an excellent presenter by articulating in a positive professional manner. Must be confident and effective communicator. Work well under pressure and time deadlines. Ability to work in a fast-paced environment. Must have a sense of urgency and ability to prioritize quickly and efficiently. Must be able to work well under a team environment or work independently as needed.