Job Description

• Create and implement an Insurance Agency employee engagement program in collaboration with internal and external partners through webinars and insurance awareness presentations
• Evaluate the quality and accuracy of insurance transactions (e.g., service requests, endorsements, policy changes, household reviews) and communicate findings to leadership and team members
• Assist leadership in the development and delivery of new employee and carrier onboarding focused on products, systems, processes, and operations

• Provide cross-functional and agency support to ensure operational readiness in conducting process mapping to uncover inefficiencies, writing and updating procedures, and facilitating upgrades while ensuring carrier product information and regulatory compliance
• Analyze the effectiveness of core systems, operational programs and lead activities related to recommended process improvements, addresses inefficiencies, and work collaboratively with leaders to optimize processes
• Support ongoing initiatives and provide cross-functional support to achieve objectives for retention, quality growth, productivity gains, and member/employee engagement

• Services: Minimum 5 years of experience in an independent Property and Casualty insurance agency with an emphasis on member focused sales and service functions
• Strong knowledge of insurance products, services, and regulations
• Ability to foster internal and external business relationships to ensure alignment with business imperatives
• Ability to create and deliver engaging presentations tailored to diverse audiences
• Effective time management and organizational skills, with the ability to independently prioritize workload and meet deadlines
• Strong attention to detail and with a focus on accuracy
• Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
• Strategic thinker with outstanding research, analytical and problem-solving skills
• Working knowledge of Microsoft Office Suite or insurance management software such as EZ Lynx
• Minimum Education   Bachelor’s degree is preferred 
• Certification/License: Property and Casualty License  required | Life and Health License preferred

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)