Personal Lines Retention Agent (Remote)
Hub International
- Des Plaines, IL
- Permanent
- Full-time
- Are driven by competition.
- Enjoy participating in competitive Sales incentive contests held throughout the year.
- Want to work for the #1 Personal Lines Broker in the US.
- Are seeking a progressive work environment at a rapidly growing organization.
- Leverage your internal resources to assist your customers.
- Have a desire to help others protect their future.
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
- Are focused on learning and development to enhance your industry knowledge and expertise.
- Are well organized and maintain a well-established follow up process.
- Have great verbal and written communication.
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business.
- Believe in integrity and building success by developing relationships with others.
- Successfully work in a call center type of environment.
- Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed.
- Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier.
- Maintain follow-up system with insurance carriers to ensure requests are processed timely.
- Furnish underwriters with additional information as requested.
- Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request.
- Process lost policy release forms; transmit correspondence to insureds and carriers.
- Perform other specific duties and projects as assigned by management.
- Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end.
- May provide sales support, which includes rating policies and entering policy information into database.
- Pursue a program for personal and professional development.
- High school graduate or equivalent (some college a plus).
- 1+ year experience in sales or customer service.
- Embrace the latest technologies available.
- Excellent customer service and communication skills.
- Proficient in computer skills and basic software packages.
- Intermediate to expert computer acumen.
- Acts decisively and demonstrates good judgment.
- Strong oral and written communication skills.
- Strong attention to detail with excellent time management and decision-making skills