Personal Lines Advisor

????JOB SUMMARY AND PURPOSE

The Personal Lines Advisor position is crucial to the day-to-day operations and long-term goals of the organization. From driving new client acquisitions, to servicing accounts, to retaining Personal insurance accounts, this position’s responsibilities are equally varied and vital. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must
 

• →Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
• →Perform other duties as assigned.

• Prefer bachelor’s degree or at least an Associate’s degree or equivalent from two-year College or technical school.
• High school diploma or equivalent is required
• Prefer a minimum of one year of related industry experience and/or training.
• Maintain a current Indiana Property & Casualty Insurance license.

• Proficient in Microsoft Office Suite and Adobe Acrobat.
• Ability to perform duties in a high-pressured, fast-paced environment
• Must be highly organized and detailed with the ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team
• Attention to detail
• Excellent oral and written communication skills
• Ability to respond to common inquiries or complaints from customers or carriers
• Ability to prepare proposals for presentation and review
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to read, analyze, and interpret industry policies and contract documents.
• Ability to effectively present information to Insured’s and carriers.
• Ability to write and prepare proposals for presentation and review