Commercial Lines New Business Specialist (Customer Support)

Troxell Insurance Quotes for Personal or Business•Springfield, MO

35d•Hybrid

About The Position

The New Business Specialist will coordinate the handling and processing of product quotations for the client policy proposals, including reviewing for adequacy, completeness, and accuracy. Also provides guidance, assistance, and follow-up in all aspects of customer service requests from management, producers, or clients. Will develop and maintain favorable relationships with risk managers, clients, and carriers in order to increase revenue, and ensure that organizational services consistently meet client needs.

Requirements

High School Graduate or GED required.
Property & Casualty License at hire or within 180 days of hire. Must maintain during employment.
Excellent written and Verbal communication skills and enjoy working with people in a high-volume customer service environment.
Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedures/policy manuals, and apply within prescribed routines and practices.
Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, producers, and clients.
Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
Must demonstrate competence in computer and office equipment operations.

Nice To Haves

Advanced training at technical, business, or college level is highly desired.
0-3 years of experience in the insurance industry or a related field is desired.
Experience with MS Office products (Word and Excel) and the Internet are highly desirable.

Responsibilities

Conduct detailed surveys to identify customer insurance needs, review existing policies, risk plans, property, products, and records.
Prepare sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons.
Work with risk managers to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.
Maintain extensive contact in person, by phone and mail (electronic/postal), with agents, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
Maintain electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters.
Attend sales meetings as required.
Keep informed through vigilant review and appraisal of industry development and competitive markets, participate in carrier and agency training meetings and sessions, and maintain appropriate license.
Perform special projects at management’s request.

Benefits

Health, Dental, & Vision Coverage
401(k) with Employer Match
Hybrid Work Options
Generous PTO + Paid Holidays
Paid Parental Leave
Tuition Reimbursement + 100% Paid Licensing & CE
Referral Bonuses (for people and business!)
Career Growth & Professional Development
Fun Team Events & Community Involvement
Medical, Dental, Vision, Flexible Spending, Employer Paid Life Insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.