We’re the one regionally-based mostly full service, group monetary establishment that’s 100% targeted on Western New York. Meaning all the things you do as an worker helps Buffalo Niagara thrive.
As an Evans affiliate, you could have the power to positively contribute to the resurgence of our space by way of accountable choice making and significant product management.
We’re rising quickly inside Western New York and with almost 100 years of discovering a greater approach for our clients, we’re not going anyplace.
Evans presents an open and collaborative surroundings and believes that every affiliate performs a key position within the success of the group.
Our versatile work surroundings permits for the ever-so-necessary work/life stability, and every affiliate is inspired to volunteer locally with volunteer paid day off.
Plus, Evans has been named to the Buffalo Enterprise First Greatest Locations to Work in Western New York listing for 3 years operating.
Excellent Candidate:
We’re on the lookout for a an skilled skilled with a confirmed historical past of offering excessive degree customer support inside the business strains insurance subject. The perfect candidate is somebody who thrives on day by day buyer interplay, figuring out buyer wants whereas offering them with custom-made options that separate Evans from our rivals.
Duties and Obligations:
Acknowledge alternatives to spherical out and improve present accounts.
Set priorities and environment friendly dealing with of every day duties.
Determine E&O exposures and choose methods to keep away from them
Reply to buyer inquiry and choose applicable motion to be taken.
Put together insurance policies for supply to shoppers together with summaries and proposals.
Work together with Producers, Account Executives and different employees as required.
Course of required paperwork, endorsements and confirm accuracy.
Advocate applicable protection enhancements or further insurance policies.
Keep an organized desk space together with digital and paper information.
Handles company billing
Different duties as required or immediately by management.
Adherence to regulation as required by Insurance Regulation and company insurance policies and procedures.
Will open and distribute incoming mail.
Will use automated doc management system(s), together with scanning, Doc360, and service web sites to offer paperwork to assigned people.
Embraces the group’s dedication to synergy by looking for and recognizing alternatives to refer new enterprise to all areas of Evans.
Required Expertise
Expertise Necessities
Intermediate information of Microsoft Phrase and Excel.
Capability to work inside a workforce setting.
Robust organizational expertise and skill to work inside a quick paced setting.
Wonderful verbal and written expertise.
Potential to work together and talk with people in any respect ranges of the group.
Required Expertise
Schooling/Expertise/Certification:
Affiliate’s diploma in associated subject or equal expertise.
2+ years expertise in business strains or associated subject.
Licensed Insurance Dealer or potential to acquire license inside one yr.
Means and willingness to take part in skilled improvement, together with the pursuit of insurance-industry designations and license upkeep.
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