Job Description
Job Description
Job Description
Benefits:
- 401(k)
- Bonus based on performance
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Essential Duties and Responsibilities
- Maintain appropriate systems (Sales Force, NetWeb and Outlook) with the most up-to-date, necessary documentation to support correspondence with account managers and agents.
- Serve as systems administrator for ongoing EZLynx User Maintenance.
- Proactively retrieve policies from contracted insurance carrier sites on a scheduled basis and provide to the appropriate member agent.
- Process cancellations and reinstatement requests daily.
- Effectively work with accounting team regarding ISM member needs.
- Track new quotes and bound business as received using the EZLynx and Sales Force systems.
- Work with member agencies to secure additional information on new business quotes to finalize applications as requested.
- Process endorsements and changes request as received.
- Manage daily policy downloads
- Train on rating Personal Lines of insurance as directed by management.
- Accurately distribute mail as needed, in a timely manner.
- Meet and exceed all required time standards on a weekly, monthly and yearly basis.
- Successfully engage in multiple initiatives simultaneously.
- Responsible to work collaboratively with others (internally and externally) to achieve common objects, goals and results.
- Assist team as requested in the planning and orchestration of regular Alliance member meetings.
- Other duties as directed by management.
Additional Skills and Attributes
- Highly organized.
- Polished and professional appearance.
- Excellent verbal and written communication skills and the ability to interact professionally with a diverse group executives, managers, and Alliance members.
Essential Behavior Requirements
These behaviors are based on CoVerica Agency Alliance cultures and values critical to support the mission of the organization.
Agency Interaction - Respect all people, value the differences, and deal with them in the way we want to be dealt with.
- Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value.
- Handle our members with an eye on profitability for them and for ourselves.
- Treat our members like partners.
Business Practices
- Tirelessly pursue new growth opportunities for our members, our companies, and ourselves.
- Focus on commitments and profitability with all companies and members.
- Research and utilize technology to enhance all that we do.
- Innovate, create, and foster the entrepreneurial spirit.
- Select business relationships carefully.
Culture
- Create value for our agencies and we create value for ourselves.
- Build long-term relationships based on honesty and integrity.
- Learn from our experiences and seek improvement.
- Use tenacity and persistency to win every time.
- Strive for the best image and reputation.
- Take ownership in all that we do.
Minimum Qualifications
Education and/or Experience A state Property and Casualty license, and/or 2+ years of experience in personal lines insurance.
Bachelor's degree (B.A.) from four year College or university; or two to three years related experience and/or training; or equivalent combination of education and experience.
Additional Notes: Basic computer/email skills. Ability to multitask in fast paced environment, handling a high volume of transactions. Demonstrated ability to communicate effectively to individuals and small groups. Must be comfortable with extremely automated environment.
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