Commercial Insurance New Business Representative
Full Time • Clearwater
Benefits:
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Vision insurance
Summary/Objective
The Commercial New Business Representative will work directly with sales agents, internal account executives and agency clients ensuring they receive competitive, comprehensive insurance offerings for new business, and thorough review of existing policies when applicable.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Build application packets for sales team
• Work with sales team to review best coverages for accounts
• Market accounts to insurance carriers in an efficient manner that satisfies business and sales team needs
• Promptly and accurately respond to underwriting questions
• Negotiate with carriers on agency and client behalf
• Meet turnaround time expectations as determined by sales agent and internal guidelines
• Properly record and retrieve data using the agency management system
• Remotely send accounts for signature and binding
• Provide timely invoicing/billing/payment receipt information to accounting to avoid lapse in coverage or late penalties
Competencies
• Understanding of Commercial Insurance Rating Factors
• Understanding of Carrier Guidelines and Appetites
• Communication proficiency in person and by phone with team members and insureds
• Proficiency forming emails to clients and responding to team member requests
• Ethical Conduct
• Flexibility
• Initiative
• Time Management
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel
Minimal travel required. Travel to local events and trade shows and occasional client site travel may be necessary.
Required Education and Experience
Bachelor’s Degree in Risk Management or Insurance OR Bachelor’s Degree in business or related field with four years work experience OR an equivalent combination of direct education and experience in the field of insurance
440 Insurance License
Preferred Education and Experience
220 Insurance License
2+ Years industry experience in commercial underwriting and/or servicing
Commercial department experience at an independent agency
Additional Eligibility Qualifications
Proficiency with Microsoft Outlook, Word, Excel and AMS
Typing proficiency at 40+ wpm
The Commercial New Business Representative will work directly with sales agents, internal account executives and agency clients ensuring they receive competitive, comprehensive insurance offerings for new business, and thorough review of existing policies when applicable.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Build application packets for sales team
• Work with sales team to review best coverages for accounts
• Market accounts to insurance carriers in an efficient manner that satisfies business and sales team needs
• Promptly and accurately respond to underwriting questions
• Negotiate with carriers on agency and client behalf
• Meet turnaround time expectations as determined by sales agent and internal guidelines
• Properly record and retrieve data using the agency management system
• Remotely send accounts for signature and binding
• Provide timely invoicing/billing/payment receipt information to accounting to avoid lapse in coverage or late penalties
Competencies
• Understanding of Commercial Insurance Rating Factors
• Understanding of Carrier Guidelines and Appetites
• Communication proficiency in person and by phone with team members and insureds
• Proficiency forming emails to clients and responding to team member requests
• Ethical Conduct
• Flexibility
• Initiative
• Time Management
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel
Minimal travel required. Travel to local events and trade shows and occasional client site travel may be necessary.
Required Education and Experience
Bachelor’s Degree in Risk Management or Insurance OR Bachelor’s Degree in business or related field with four years work experience OR an equivalent combination of direct education and experience in the field of insurance
440 Insurance License
Preferred Education and Experience
220 Insurance License
2+ Years industry experience in commercial underwriting and/or servicing
Commercial department experience at an independent agency
Additional Eligibility Qualifications
Proficiency with Microsoft Outlook, Word, Excel and AMS
Typing proficiency at 40+ wpm
Compensation: $60,000.00 - $90,000.00 per year
Your Single Source for all insurance needs. Family owned and operated in Clearwater, Florida. Single Source Insurance offers policies for personal, commercial, and private flood coverage. Our comprehensive team members find our clients the best coverages at the best rates. Automobile, Recreational Vehicles, Homeowners, Umbrella & Liability, Commercial Property, Surety, Group Health and Workers Compensation are only some of the policies we can shop and write for our clients.
We cater to a variety of industries such as Marine, Construction, Hospitality, Community Associations, Construction, as well as Professional and Service organizations.
At Single Source, we are not just agents selling a policy, we are advisers with a vast knowledge base allowing us to build programs to meet our clients specific needs. Let us show you the Single Source difference today.
We cater to a variety of industries such as Marine, Construction, Hospitality, Community Associations, Construction, as well as Professional and Service organizations.
At Single Source, we are not just agents selling a policy, we are advisers with a vast knowledge base allowing us to build programs to meet our clients specific needs. Let us show you the Single Source difference today.
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