Job Description
Essential Job Functions/Customer Service:
Handle phone calls, respond in a timely manner to insureds/companies/in-house requests or questions
Compose correspondence and required response to client, company, etc.
Activity (suspense) documentation and follow-up
Monitor endorsement requests, receipt and accuracy
Personal visits with client at insureds place of business or Eagan office
Establish and maintain producer confidence
Individual performance and team work contribution to achieve maximum unit productivity without errors and omissions
Account Management:
All functions necessary to provide exceptional customer service and account retention
Complete applications for new and renewal accounts; advise producer of any missing items or possible enhancements available
Keep expiration list current; accountability for renewals
Prepare loss summaries
Prepare new and renewal submissions for marketing
Negotiate with underwriters and brokers on coverage and pricing
Market certain new and renewal accounts
Premium rating; experience modification
Prepare finance agreements
Handle requests for specialized certificates of insurance
Prepare new and renewal proposals
Flood rating and quotes
Handle technical or complex questions or problems with insured
Check policies and put together for delivery
Check Accounts Receivable listings and collect premiums when necessary
Troubleshooting, quality control, E&O protection
Assist CSR with additional training, questions, problems; oversee workflow
Benefits
Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life, Cancer and Critical Illness)
Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
Agency matches 50% up to 4% in 401k
Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
Flex Fridays (26 Fridays per year every other Friday off) begins after 90 days of employment
Flexible work from home options available
Eagan Insurance Agency, LLC is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veterans status, or any other characteristic protected by local, state or federal laws, rules or regulations.
Responsibilities
Other Duties:
Review contracts for insureds as required
Assist Producer in gathering coverage information for renewals
Visit select insureds
Maintain selected accounts without Producer assistance
Answer coverage questions, suggest alternatives
Calculate premium allocations for insureds with multiple locations
Promote positive image of agency with personal attitude and job commitment
Maintain professionalism in communication and negotiation
Quality control and prevention of agency E&O
Professional appearance
Backup other units as needed; absorb CSR duties when necessary
Requirements
Education:
High school or equivalent
Credentials/Training:
Requires Commercial Lines Insurance Solicitors license
Enrollment in education program
Must maintain license through continuing education
Equipment/Software:
Computer literacy
AMS proficient (preferred)
Basic knowledge word processing MS Word and MS Excel
Calculator
Fax Machine
Scanning
Company Description
Eagan Insurance Agency is one of the oldest, locally owned, independent insurance agencies in the New Orleans area and with 4 locations.
Established in 1954, Eagan is proud of its reputation for integrity, stability, and strength.
Our agency offers a comprehensive commercial property and casualty department, a vital personal lines division with a unit specializing in the affluent client, and a rapidly growing employee benefits arena.
Our team of over 90 experienced individuals is committed to customer service, continuing education and professional excellence.
Eagan Insurance is the recipient of several local and national awards for excellence.
We are active supporters of community organizations and non-profits.
Our dedicated staff works incredibly well as a team and always puts the customer first.
Apply to our team today!
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