Agency Administrators, Inc. Verified

Employee Benefits Services

Personal Lines Policy Specialist

RemoteOnsiteFull Time$48,000–$62,000 /yrPosted 14 days agoHidden Gem · Himalayas

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Required skills

P&C Producer License
Property & Casualty
4 Years minimum experience
Policy reviews
Renewal
Mid-Term
Coverage counseling
RCE
Policy endorsements
New client sales

Nice to have

Applied EPIC

Role summary

Agency Administrators, Inc. is seeking a Full-Time Personal Lines Policy Specialist to join their team. This role involves completing policy reviews, managing new and existing client sales, handling brokered/excess line renewals, and maintaining client files using an agency management system. The ideal candidate will have a minimum of 4 years of related experience, a valid P&C Producer License, strong organizational and communication skills, and a drive to expand insurance knowledge. Experience with Applied EPIC is a plus. The position offers a salary range of $48,000 to $62,000 per year, along with benefits.

Advance your Insurance Career with Agency Administrators

Job Profile and Description:

Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Policy Specialist to join our award-winning team.

Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.

We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.

As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.

Position Type: Full – Time

Hours: Monday through Friday 9:00 AM EST- 5:30 PM ESTEducation Required: Current P&C Producer license

Experience Required: 4 Years minimum

Job Responsibilities:

Complete policy reviews for existing clients- Renewal and Mid-Term

Reviews involve coverage counseling, completion/updating of RCE, policy endorsements, etc.

Complete new and existing client sales for select agencies -

Quotes completed in comparative raters/ directly through carrier websites

Cross sell & Account Round
Brokered/Excess Line Renewals - Obtain renewal offer, obtain completed documents, collect payment and send bind request for brokered policies.

Maintain Client Files - Use of agency management system to properly note interactions, secure documents and to allow seamless interactions between departments and agency owners.

Skills and Specifications:

To excel in this position, the ideal candidate should possess the following qualities:

Self-motivated with a drive to expand their insurance knowledge
Strong organizational, time management, and prioritization skills
Solid work ethic and commitment to delivering exceptional service
Excellent verbal and written communication skills to ensure professional and concise communication
Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport
Must possess a minimum of 4 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License
Experience with Applied EPIC a plus.

Salary and Benefits:

Pay: $48,000 to $62,000 per year

Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.

Email us:

Salary: $55,000-$62,000

Originally posted on Himalayas

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