Location: Richmond, VA
Company: WBA Insurance
they have the ability to grow with our agency and it's a fun environment where they are rewarded for individual and team success Atmosphere: Friendly, family-like environment that appreciates the importance of work-life balance and offers a hybrid work schedule.
Let us be the best place you ll ever work! Here s what we offer: We have a casual but supportive work environment and offer competitive compensationand benefits. Starting salary is determined by experience, education, and potential. Benefits offered: 100% employer paid health insurance for employee Team-based incentive commissions Life insurance Supplemental benefits available for dental, vision, short and long term disability,
etc. Paid time off benefits: PTO and 10 paid holidays IRA with up to 3% match Employer paid professional development and continuing education Job Description: This role is responsible for assisting Producers with new business-related activities within the agency.
The primary responsibilities of the CL Rating Specialist include but are not limited to the following: Provides on-going support to all Producers throughout the new business process; works with Producers to understand prospect account, ensures quoting/issuing based on Producer recommendations, keeps Producer updated on status on account, and escalates any issues that arise to the Producer Talks with prospective customers about
their business insurance needs and gathers necessary information to be able to quote with carriers Reviews prospective customer s information and determines what carriers should be considered Enters customer information into various carrier websites or manually submits quote request forms to generate insurance quotes Reviews quotes for accuracy and determines best option available Completes quote summary sheets and creates proposals for prospective customers Initiates the application process by generating application from the selected carrier and coordinating with the customer to ensure they are completed appropriately Ensures applications are provided to the carrier via the carrier s specific processes and requirements and follows-up to see that policies are issued Review policies as they become available and either send to the client directly or prepare welcome binder for delivery Inputs customer information into agency management system, sets tasks as needed, and updates accounts with all notes, files, and policy related information Generates certificates of insurance for customers when necessary Communicates with carrier underwriters as needed Maintains a professional, cordial, and effective relationship with clients, co-workers, carriers, vendors, and other business contacts Interacts with others effectively by utilizing good communications skills and providing information and guidance, as needed, to achieve the business goals of the agency About Us: Auto Home, Business and Life Insurance in Virginia Smarter insurance starts with experts who think a little differently a company which understands your industry and what s on the line for you.
As the largest independent insurance agency in Chesterfield County, we ve built our business creating innovative solutions to the toughest risk management challenges. We believe our clients financial security and quality of life deserve the utmost dedication, expert advice and personal attention from a trusted partner.
As your insurance advisor, we help you make smart decisions protecting you from the unexpected and planning for the predictable. Posted: 13 days APPLY Benefits: Healthcare Dental Vision401(k)Education Assistance Paid Vacation Paid Holidays Paid Sick Days Flexible Spending Accounts (FSAs)Health Savings Accounts (HSAs)Life Insurance Pando Logic. Category: Insurance, Keywords: Insurance Consultant Associated topics: adjuster, automobile, bodily, claim adjuster, claim investigator, insurance adjuster, insurance examiner, investigation, liability, title examiner
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