Licensed Service Agent

Position Overview: 

Choice Financial Group is one of the fastest growing companies in our industry as identified by Inc 5000. We are seeking a Licensed Insurance Agent to support our Virginia location who will be responsible for working directly with clients, assisting them with their personal property and life insurance needs. Our service agent must be knowledgeable, friendly, organized and efficient while assisting our customers to ensure prompt service and support. If you happen to know someone who might be a fit for this opportunity, we also offer a sign on bonus for hired agents and recruiting bonuses for referrals.

Primary Responsibilities & Essential Functions:

• Review current policy information with clients and make coverage recommendations
• Process Insured policy change requests
• Contact insured within 2 hours of receipt of all service requests; not to exceed 8 hrs.
• Follow up to ensure accuracy of endorsements processed by the carrier
• Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
• Notate all interactions with Insureds in the agencies client management system
• Obtain all signatures forms/applications required by the carrier
• Process Insured payments
• Review billing accounts with insureds
• Review and update all current client contact information in client management system
• Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages and evidence of property forms)
• Deliver client correspondence via Email/USPS

Job Applicant Must Exhibit the Following Skills:

• Effective communicator and great communication skills
• Multitasking capabilities
• Organization skills
• Team player
• Positive can do attitude
• Ability to remain calm under pressure
• Ability to prioritize
• Resourceful
• Excellent sales and marketing skills
• Excellent analytical, problem-solving and decision-making skills.

Education:

• High School Diploma Required

Experience and Additional Competencies:

• Must be P&C Licensed in VA
• Minimum of 1+ years of experience as a personal lines service agent reporting directly to senior management
• Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software (EPIC)
• Proficiency in collaboration and delegation of duties
• Working knowledge of all personal lines insurance, insurance agency operations, coverage’s, rates, markets and applicable insurance laws/codes/regulations.
• Exceptional interpersonal skills
• Friendly and professional demeanor

Required:

• Must possess Property & Casualty license

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401k Retirement Plan
• Employer-paid Group Life Insurance
• Employer-paid Long Term Disability
• Paid time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Employee Referral Bonus

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay Types:

• Bonus pay

License/Certification:

• P&C Insurance License (Required)

Please visit our careers page to see more job opportunities.