Summit Insurance Group is looking for a *Licensed Personal Lines Agent – Customer Service* to join our team, serve as a trusted advisor, focus on providing customer service excellence for clients to our current and future clients.
Summit Insurance Group, Inc.
is a professional family-run insurance agency proudly serving our community since 1995 with excellence.
As an award-winning independent insurance agency, we specialize in providing personalized insurance solutions to businesses, families, and individuals.
Our mission is to safeguard what matters most to our clients by offering comprehensive insurance coverage tailored to their unique needs and building lasting relationships through trust, expertise, and exceptional customer service.
*Licensed Personal Lines Agent – Customer Service* *Benefits*
* Comprehensive training programs and continuous professional development opportunities.
* Close-knit and supportive team environment with experienced colleagues and management.
* Health with generous cost sharing, dental, and retirement benefits.
* Recognition and advancement opportunities based on performance.
* Option of working from home two days a week in the future
*Licensed Personal Lines Agent – Customer Service Requirements*
* North Carolina Property & Casualty license
* 3 years experience in personal lines service
* Associate’s degree or higher
* Live within 25 miles of the office
* Relationship builder who enjoys cross-selling great products to protect clients and their assets
* Service minded sales professional who enjoys meeting clients need and ensure coverages are set up correctly
* Excellent interpersonal and communication skills, both written and verbal
* Strong customer-centric approach and ability to build rapport with clients
* Strong organizational and time management skills
* Ability to excel in a fast-paced environment.
* Goal-oriented, self-motivated, and strong work ethic
* Keen sense of urgency and attention to detail
* Impeccable ability to follow-through and cross-sell
* Personal integrity and team player mentality
* Proficient in using CMS software familiarity with HawkSoft/other agency programs
*Licensed Insurance Agent – Customer Service Responsibilities*
* *Relationship Management*: Cultivate strong relationships, providing support and addressing requests, concerns, or changes promptly and professionally
* *Policy Management*: Handle policy renewals, adjustments, and cancellations as requested and per regulations
* *Claims Assistance*: Guide clients through the claims process, assisting them in filing claims accurately to ensure smooth resolution
* *Record Management*: Maintain robust, accurate, and organized client records and notes using our CMS system
* *Educational Outreach*: Proactively educate clients on policy details, coverage limits, and potential risk factors, empowering them to make informed decisions
* *Conflict Resolution*: Address client complaints, providing empathetic and effective solutions to maintain high levels of customer satisfaction
* *Lead Generation*: Proactively pursue sales leads through networking, referrals, to expand our client base.
Actively solicit increases in coverage or rounding out accounts.
* *Policy Maintenance*: Prepare summaries of insurance, audit policies, facilitate corrections, identify loss exposure, and order / issue binders, certificates, policies, and endorsements
Offers of employment are contingent on passing a background check.
*Why Choose Summit Insurance Group, Inc.
*
* *Family Values:* We are more than just an agency; we are a family.
Our commitment to these values permeates everything we do, from our interactions with clients to how we support each other as a team.
* *Experience*: With over a quarter-century of experience, our team possesses deep industry knowledge and insights that enable us to guide our clients towards the best insurance decisions.
* *Independence*: As an independent insurance agent, we have the freedom to work with a diverse range of reputable insurance providers.
This ensures that our clients receive tailored coverage at competitive prices.
* *Community Focus*: We take great pride in being an integral part of our local community.
Our dedication to community engagement and support sets us apart as a trusted partner in safeguarding our neighbors' futures.
* *Award-Winning Excellence*: Our commitment to excellence has earned us recognition within the industry and numerous awards for our exceptional service and dedication to our clients
Job Type: Full-time
Pay: $40,000.
00 - $50,000.
00 per year
Benefits:
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
Weekly day range:
* Monday to Friday
Work setting:
* In-person
* Office
Application Question(s):
* Why are you interested in this role/this company?
License/Certification:
* Property and Casualty license (Preferred)
Ability to Commute:
* Huntersville, NC 28078 (Preferred)
Work Location: In person
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