Job Description

Essential Duties and Responsibilities:

• Begins to develop relationships; attend meetings and may contribute.
• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience.

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to handle situations in a calm, courteous and professional manner
• Customer-focused to establish and maintain effective relationships
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must be able to read, analyze and reconcile financial reports
• Possess strong analytical and problem-solving skills
• Sharp attention to detail, decision-making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines, and technology

Education and/or Experience:

• Associates degree (or equivalent) and BA/BS preferred
• High-level client service experience required
• Insurance experience preferred or able to demonstrate a focus on an insurance career

Certificates, Licenses, Registration:

• P&C licensed or ability to obtain licensing within 3 months of hire

Benefits:

• competitive salary,
• PTO & paid holidays,
• 401(k) with match, exclusive discount programs, health & wellness programs, and more.