Job Type
Full-time
Description
Are you looking for?
Time back in your day
- Flexible schedule including work-from-home options
- Paid time off
- Fun working environment?
- Tuition reimbursement?
- Growth & development
What’s the work like?
You will...
Lead
- On-board new Production Agents.
- Provide on-going training, mentoring and first line assistance to Production Agents on an assigned team
- Assist management in establishing and maintaining department policies and procedures
- Assist Production Agent Supervisor with quality reviews to ensure all departmental procedures are being followed and automation tools are being used effectively
- Assist in the development and implementation of automation projects as requested by management
- Participate in Production Agent department meetings as requested by management
Inside Sales:
- Solicit and cultivate qualified prospects, schedule appointments, complete applications and make sales presentations for clients under $3,000 in agency revenue.?
- Through proper channels, pass on warm client leads outside of production agent's experience/expertise level agency revenue to Sales Executive or Sales Leader and cultivate relationship throughout the sales pipeline process.?
- Responsible for the overall design and implementation of the risk management program of our clients. This includes directing the utilization of all FNIC resources to clients.
- Coordinate resolution of claim coverage issues, appraisal and audits, keeping the client fully informed
- Arrange payment terms for all accounts in accordance with agency credit and collections policy.
- Keep abreast of trends and techniques and use agency selling aids to maintain a competitive status for the agency within the industry.
- Review and analyze various client-related contracts, and make recommendations to clients, and/or carriers as necessary to modify existing coverage for contract compliance
- Work to eliminate gaps in coverage to reduce E&O exposure
- Actively participate in professional and community organizations and events to promote agency and insurance industry in the community.
Servicing
- Effectively and independently manage customer service accountabilities on a book of business while meeting department service standards
- Assist producer in development of service plan for key accounts; and, coordinate and monitor the service plan as needed
- Manage renewal process according to agency procedures; negotiate most advantageous renewal terms and conditions for the client; review quotes, prepare proposals and bind coverage
- Complete servicing of accounts, including but not limited to preparing proposals, issuing certificates and auto ID cards, ordering and processing endorsements, audits, binders, and maintaining current status on all account tasks
- Promptly invoice all premium-bearing transactions
- Review policies upon receipt in accordance with agency procedures for timely customer service
- Promptly respond to customers' questions and/or requests for assistance
- Review client contracts and make recommendations to producer, client and/or carriers if it is necessary to modify existing coverage in order to comply with contract provisions
- Communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account
- Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
- Prioritize workload to consistently meet objectives and request assistance from management when necessary
- Assist the producer in eliminating gaps in coverage to reduce E&O exposure
- Perform quality reviews as requested by management, and comply with requirements of quality programs
- Follow agency and department procedures as outlined by management
- Meet with and maintain effective working relationships with clients to support business retention
- Meet with and maintain effective working relationships with insurance company representatives
- Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
- Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
- Maintain regular and consistent attendance
- Any other special projects and duties as assigned
Okay, so what’s in it for me?
While we expect a lot from our employees at FNIC, we also provide a lot in return.
- Competitive Pay:?We strive to pay our employees a competitive market compensation?
- Benefits:?You’re covered: health, dental, vision, HSA with employer contributions, 401k, employer-paid short-term & long-term disability, life insurance
- Dress:?Dress for your day – bring your whole self to work so you can be as comfortable at work as you are in your personal life.?
- Flexibility:?Time back in your day? We got you. A 37.5 work week and telecommuting options as well as PTO starting at 3 weeks/year.
- Wellness:?Mental health support and resources are available through our free EAP program. You can also stretch away the stress 24/7 by participating in workout classes (available to remote employees too!) or accessing our Omaha in-office gym.
- Education:?Like to go back to school? Learn something new? We’ll provide tuition reimbursement to support you in your goals.?
- Fun working environment:?Who likes a boring working environment? No one. We have plenty of fun with frequent company outings, food days, and fun competitions to name a few!?
Requirements
What do I need to know?
You have to have…
- High school diploma or equivalent
- Valid Driver's License
- Resident Property and Casualty Agent's license
- 5 years Property & Casualty insurance experience or 3 years experience and a CISR or CIC designation, Commerical P&C experience preferred
- Excellent verbal and written communication skills
- Strong organizational skills
- Proficient in Microsoft Office products (Outlook, Word, Excel), and all agency automation software
- Prior experience working in Applied Epic preferred
- Proficient in department workflows and procedures
- Ability to teach & mentor others in the account servicing and inside sales area
- Proficient in office equipment such as computer, calculator, copier
*Infrequent travel will be required for the role due to this roles responsibilities around training and onboarding new employees.
Salary Description
$70,000 - $85,000