Personal Lines Insurance Sales

LMCU • Grand Rapids, MI

9d

About The Position

About this position: The Insurance Sales position is responsible for assisting their manager in coordinating and providing member services to the company's Personal Lines members. The role of the Personal Lines Account Executive is to assist the Agency VP in coordinating and providing customer service to the company's clients. The Personal Lines Account Executive will act as a liaison between the Insurance Agency and our personal line members. This role will be responsible for assisting in the collection of an in-depth understanding of client business goals and objectives, the market and competitive challenges and learn about the competition and their products. The Personal Lines Account Executive will also work with the LMIA Staff to create innovative solutions that contribute towards achieving set goals. What you’ll do: Communicates with members by phone and/or in person and receives information. Responds to normal account servicing needs during policy year, including endorsements, certificates, binders, auto ID cards, filings, etc. Reviews and coordinates renewal of assigned accounts with Manager. Maintain organized account fi les with proper documentation. Negotiate or assist in negotiating premiums for renewal. Process account billings, verify accuracy of premiums and commissions. Responsible for adhering to and complying with all applicable federal and state laws, regulations and guidance, adhering to Bank policies and procedures, and completing required training. Prepares proposal of final coverages for customers. Performs other job related duties as assigned.

Requirements

• A minimum of one year up to three years of similar or related experience, including preparatory experience.
• A high school degree or equivalent.
• Attention to detail is a critical component of the position.
• A significant level of trust, credibility and diplomacy is required.
• Strong communication skills, both in verbal and written form.
• Ability to interpret insurance documents.
• Ability to communicate effectively with both internal and external members.
• Experience in MS Outlook, Excel and Word.
• Regular use of core banking software.
• State property and casualty license required.
• Must have general certificate of insurance and fulfill continuing education requirements to retain license.

Nice To Haves

• College degree is preferred.

Responsibilities

• Communicates with members by phone and/or in person and receives information.
• Responds to normal account servicing needs during policy year, including endorsements, certificates, binders, auto ID cards, filings, etc.
• Reviews and coordinates renewal of assigned accounts with Manager.
• Maintain organized account fi les with proper documentation.
• Negotiate or assist in negotiating premiums for renewal.
• Process account billings, verify accuracy of premiums and commissions.
• Responsible for adhering to and complying with all applicable federal and state laws, regulations and guidance, adhering to Bank policies and procedures, and completing required training.
• Prepares proposal of final coverages for customers.
• Performs other job related duties as assigned.

Benefits

• Weekly Pay
• Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
• Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
• Retirement options like 401 (k) with company match.
• Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
• Tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees