Rockingham Insurance · 3 months ago
Licensed Insurance Agent
Harrisonburg, VA
Full-time
Onsite
Mid Level
3+ years expRockingham Insurance is seeking a Licensed Insurance Agent to provide high quality customer service by addressing billing, payment, and policy inquiries. The role involves selling insurance policies, assisting customers with their needs, and expanding the agency’s book of business through effective communication and networking.
Financial ServicesInsurance
Hiring Manager
Chynna Cosby
Responsibilities
Present and sell insurance policies, writing proposals, and using sales techniques to gain new clients and support existing customers
Promote products and company positively, answering customer questions and addressing concerns
Communicate information, clearly and effectively, about policies and answer questions relating to coverage and premiums to customers managing expectations both via phone and email with a proactive approach
Respond to in-person, phone and written customer requests for information, providing accurate, timely and responsive assistance to handle/solve inquiries and complaints, and monitor customer accounts
Negotiate and process insurance policies, calculate premiums, and establish payment methods
Inspect property to assess its condition and determine its insurance risk following underwriting guidelines
Expand business reach through networking opportunities
Contact leads and schedule appointments to present policies, quotes, and coverages
Comply with state insurance standards and regulations
Work with sales manager on prospecting strategies, identifying target markets, and sales techniques to solicit business as agreed upon based on individual and agency monthly sales quotas and goals
Communicate with customers and company personnel to secure information necessary to resolve inquiries and explain policy change, billing, cancellation and reinstatement procedures
Maintain thorough understanding of insurance products, billing, and underwriting knowledge to research and resolve questions and concerns raised by customers
Perform annual coverage reviews evaluate accounts, make recommendations, and cross sell additional lines of business
Research and resolve insurance questions and concerns raised by customers
Process daily downloads, incoming payments, endorsements, renewals, send Auto ID cards, mortgagee requests, and various other customer requests
Handle advance/high-level billing questions (where to pay, who to pay, what to pay)
Document all conversations and interactions with customers, carriers and agents in AMS360 agency management system to support account sales, service and renewal cycle for follow up communication
Creating and maintain prospective client lists from various sources
Other duties as assigned
Qualification
Required
Minimum high school diploma, GED, or equivalent
1+ years of demonstrated success in an insurance call center or independent agency environment
Current Virginia Property and Casualty License required
In-depth experience with all types of personal lines insurance policies to include automobile and property
Maintain thorough understanding of insurance products, billing, and underwriting knowledge to meet the needs of the organization and the customer
Strong technical acumen in insurance sales and underwriting, with an ability to apply it to effectively interact with internal departments to meet customer needs and solve customer issues
Strong negotiation skills with the ability to build rapport with customers
Excellent written and verbal communication skills
Demonstrated ability to communicate, present, influence and sell effectively
Experience in delivering and maintaining client-focused solutions
Ability to work independently as well as support other team members
Organized with strong attention to detail and accuracy; utilizes time and available resources effectively with ability to handle multiple priorities and deadlines simultaneously and effectively
Continuously builds knowledge and skills connected with new developments in customer service, technology, and insurance products and services
Ability to prioritize, follow up on activities in a timely manner, and multitask
Must be able to pass a background check
Preferred
3-5 years of Personal Lines insurance experience strongly preferred
CPCU, AINS, CIC or similar designation(s) preferred
Knowledge of Farm, Agribusiness, or Commercial underwriting experience helpful
Experience with using AMS 360 policy administration system or similar policy administration system
Proficient in Microsoft Office (Word, Excel, Teams)
Company
Rockingham Insurance
Rockingham Insurance is a property & casualty insurance company providing coverage for homes, autos, farms, rental properties, & businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Lyon
President / CEO
Deb Van Horn
Chief Operating Officer - Specialty Lines
Company data provided by crunchbase