Business Insurance Agent - Mid-level (Remote)

About the position Responsibilities • Use a consultative approach to determine customer needs and provide tailored insurance solutions. • Build and maintain relationships with members, non-members, and insurance carriers. • Limit agency Errors & Omissions (E&O) exposure through proper documentation and compliance with insurance standards. • Classify businesses and provide accurate risk management solutions based on their profiles. • Facilitate account reviews and provide consultative advice based on risk profiles and carrier renewal cycles. • Research industry trends and regulatory changes to improve understanding of technical and financial issues. • Operate advanced Agency Management Systems/CRM to select appropriate products and carriers. • Partner with underwriters for endorsements, renewals, and remarketing decisions. • Calculate Insurance to Value (ITV) for various property types and ensure accurate replacement values. • Provide account service for policy changes, endorsements, renewals, and cancellations. • Facilitate the acquisition of business owners and affluent members by providing concierge-level service. • Work with underwriters on complex accounts for renewals and endorsements. • Identify, measure, monitor, and control risks associated with business activities. Requirements • High School Diploma or General Equivalency Diploma. • 2 years of insurance sales and service experience or experience in a commercial insurance or broker agency setting. • Valid Property and Casualty insurance license for home state or ability to obtain it within 90 days. • Experience with High Net Worth/Private Clients and handling sensitive information. • Excellent communication and customer service skills. Nice-to-haves • 4 or more years of Commercial Lines Insurance account management experience writing new business. • 4 or more years of experience quoting and binding directly with the insured. • Experience with Agency Management Systems and/or Salesforce. • Experience in a multiple carrier environment. • Active P&C General Lines License for home state. Benefits • Comprehensive medical, dental, and vision plans. • 401(k) and pension plans. • Life insurance and parental benefits. • Adoption assistance. • Paid time off program with paid holidays and 16 paid volunteer hours. • Various wellness programs. • Career path planning and continuing education opportunities. Apply tot his job Apply To this Job