Job Duties:
• Assist in the production of new accounts in keeping with agency goals and providing service to clients.
• Review and process renewals: update all necessary items in the management system and send them to the lender/client as needed.
• Timely and accurate processing of policy changes including mortgage changes, coverage changes, etc.
• Reviewing renewal policies and remarketing if necessary to retain the business.
• Resolve client inquiries regarding coverage, claims and billing questions.
• Assist with general office tasks including answering agency phone, processing daily mail and directing inquiries to appropriate personnel.
• Participates in educational seminars/classes for improvement and maintains required insurance licenses and acquired insurance designation.
Skills and Abilities:
• Must be a self-starter and show a high degree of personal initiative.
• Attention to detail and ability to work successfully on several projects concurrently.
Minimum Education and Experience:
• High School Diploma
• 1 to 3 years experience as a Personal Lines P&C Account Manager or similar is preferred but willing to train the right candidate.
• Customer Service experience is required.
• Possess or able to obtain a Property & Casualty License (MS) within 6 months of employment.
Meet Kelly Collum, our seasoned Professional Recruiter at Staffers since January 2000. However, she has been in the industry over 32 years alongside our President, Beth Henry. Kelly thrives on making a meaningful impact on people's lives. When not matching talent with opportunity, Kelly enjoys Spinning and has been a Reformer Pilates instructor for 27 years. In her downtime, she cherishes moments with her husband, adult children, and adorable first granddaughter. Kelly's favorite escapes? The beach and tropical islands, where relaxation meets adventure. At Staffers, Kelly finds immense reward in helping individuals secure a better future—it's truly life-changing!
