Licensed Agency Consultant - Vancouver WA | Dick Hannah Dealerships

Dick Hannah Insurance Agency • Vancouver, WA

13h • Onsite

About The Position

As a Licensed Agency Consultant, you will play a pivotal role in delivering exceptional service and support to our clients and internal team. This position involves managing a range of customer service functions, including addressing client inquiries, processing insurance claims, maintaining accurate records, and performing essential administrative tasks to ensure the smooth operation of the agency.

Requirements

• Ability to interpret a variety of instructions furnished in written and oral form.
• Ability to multi-task.
• Ability to work alone, self-motivate and manage one’s own time.
• Physical ability to use computer hardware/software.
• Computer literate (MS Word, Excel, Outlook,).
• Organized and extremely detail oriented.
• Research skills.
• General math skills.
• Prompt and consistent attendance.
• Active property and casualty insurance license (for higher starting pay).

Responsibilities

• Assists walk-in customers in a prompt and courteous manner.
• Answers incoming calls in a prompt and courteous manner ensuring all calls are serviced or transferred to the appropriate party.
• Returns all agency voicemails by the end of the business day.
• Post customer payments, completes, and performs all other customer service/administrative duties as may be assigned.
• Schedules policy reviews to address policy changes.
• Identifies cross-sale opportunities.
• Quotes and writes new policies.
• Investigates billing inquiries.
• Handles correspondence for the insurance department.
• Documents all communication and client business in agency CRM.
• Forwards new business documentation and follow-up requests to appropriate party.
• Participates in agency training and required continuing education for insurance license.
• Stays current on all product offerings offered by the insurance department.
• Follows compliance guidelines of each company the insurance department represents.
• Follows all insurance rules and regulations set by the Insurance Commissioner for both Washington and Oregon.
• Notifies customers of potential policy changes including non-renewals, undisclosed drivers, discount losses etc.
• Consistent and reliable attendance.
• Maintains a professional appearance.

Benefits

• Competitive Salary: Applicants with an active property and casualty insurance license start with a $22 base hourly rate plus 3-10% commission on written premiums per the pay plan terms. Average annual total compensation is $55,000 with increased potential based on productivity/number of sold products. Candidates without a P&C license will start at a $16.50 hourly rate until licensed.
• Generous Paid Time Off (PTO): We prioritize work-life balance, offering industry-leading PTO. New full-time employees accrue 4 hours per pay period, totaling approximately 96 hours in the first year, with increases over time.
• Comprehensive Benefits Package: Hannah Motor Company provides extensive health benefits starting the first month after 60 days of employment. Options include medical, dental, vision, Health Savings and Flexible Spending accounts, life insurance, and short- and long-term disability, employee assistance program, alongside a robust 401(k) plan for retirement planning.
• Paid Holidays: Hannah Motor Company offers at least 3 paid holidays per year to the Licensed Agency Consultant subject to completion of the introductory period and other eligibility requirements as per company policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees