PERSONAL & COMMERCIAL LINES AGENT

US National Insurance LLCAshland, WI
Onsite

About The Position

The personal & commercial lines agent will promote sales of new and existing business. Through exemplary customer service skills, the personal & commercial lines agent will nurture new business leads and strengthen existing customer relationships. This position’s responsibilities include frequent communication with prospects and customers, quoting and cross-selling, and insurance product knowledge.

Requirements

  • Personal Lines Insurance License
  • Competent in use of Word, Excel, and Outlook
  • High School graduate or equivalent preferred
  • Applied Epic experience a plus

Responsibilities

  • Ensure customer service provided is consistent with the company’s core vision
  • Quote and sell products in accordance with underwriting and rating procedures
  • Review and execute renewals, endorsements, cancellations, and payments according to company workflows
  • Maintain confidentiality of clients’ personal information
  • Ensure communication and collaboration with coworkers is harmonious
  • Gain and maintain state insurance licensing through testing and continuing education
  • Other duties and responsibilities as needed
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