This place is accountable to supervise all actions and obligations along side Gross sales, Service and substaining the Insurance Company, Finance Insurance Help, Insurance Help Providers and our buyer base because it interacts with the Insurance Company.
ESSENTIAL FUNCTIONS:
• Put together required reviews.
• Full purposes and different corresponding paperwork for the issuance of an insurance coverage.
• Maintains data.
• Seize new insurance enterprise. (RV, boat, bikes, and auto)
• Develop a glad clientele that may advocate an agent’s providers to different potential clients; referral enterprise focus.
• Within the occasion of a loss, assist policyholders settle insurance claims.
• Supply recommendation on the best way shoppers can reduce danger and make suggestions.
• Concerned in cross-promoting or complete account improvement.
• Implement and work processes set forth by the company (Tickler information, renewals, and so forth.).
• Attend all firm required conferences.
• Further obligations as requested or required.
QUALIFICATIONS AND EXPERIENCE:
• 2-20 or 20-44 License required
• Capability to talk, learn, write and comprehend English
• Should have wonderful customer support and communication expertise, each verbal and written.
• Must be enthusiastic, assured, disciplined, and exhausting working.
• Information of underwriting goals and danger management. Targeted on retention.
• Time management expertise..
PHYSICAL REQUIREMENTS:
• Availability to work in extra of 40 hours every week with flexibility to cowl altering work schedules as wanted.
• Should have the ability to sit/ stand / stroll in numerous mixtures for prolonged durations of time.
• Capacity to take a seat and work on a pc, taking a look at a monitor for prolonged durations of time.
• Capability to carry out important features with or with out lodging.
EDUCATION:
• Highschool diploma or equal required,
• Licensed 2-20 or 20-44 Agent (persevering with schooling required in an effort to keep their license and employment)
COMPUTER SKILLS:
• Correct typing expertise, 30 phrases per minute minimal.
• Information of firm software program techniques.
• Intermediate expertise with MS Phrase, Excel, and Outlook.
State Business Unit Manager - Wayne, IN - Cognosante, LLC - Indiana
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