Personal Lines Policy Specialist - The Misch Group

Personal Lines Policy Specialist

Job Profile and Description:

We are expanding, and we have an opening for a Personal Lines Policy Specialist to join our award-winning team.

We are an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.

We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.

As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.

Position Type: Full - Time

Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST
Education Required: Current PC Insurance Producer License
Experience Required: 3 Years minimum

Job Responsibilities:

• Complete policy reviews for existing clients- Renewal and Mid-Term

• Reviews involve coverage counseling, completion/updating of RCE, policy endorsements, etc.

• Complete new and existing client sales for select agencies - 

• Quotes completed in comparative raters/ directly through carrier websites

• Cross sell Account Round 

• Brokered/Excess Line Renewals - Obtain renewal offer, obtain completed documents, collect payment and send bind request for brokered policies. 

• Maintain Client Files - Use of agency management system to properly note interactions, secure documents and to allow seamless interactions between departments and agency owners. 

Skills and Specifications:

To excel in this position, the ideal candidate should possess the following qualities:

• Self-motivated with a drive to expand their insurance knowledge

• Strong organizational, time management, and prioritization skills

• Solid work ethic and commitment to delivering exceptional service

• Excellent verbal and written communication skills to ensure professional and concise communication

• Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport

• Must possess a minimum of 2 years of related experience and a valid Property Casualty (PC) Insurance Producer License

Salary and Benefits:

Pay: $48,000 to $62,000 per year

• 401K with company match

• Paid Time Off

• Group Health Insurance with company contribution

• Short Long term disability, Vision Insurance and $20,000 of term life insurance with option to purchase additional life, dental and other plans