Personal Lines Insurance Agent

Overview

Fearnow Insurance is a multi-line, independent insurance business that has been in operation for over 30 years. Our mission to our employees, customers, and carriers is to understand their needs and fulfill their expectations.   

The personal lines insurance agent performs a variety of daily administrative tasks such as creating and maintaining suspenses,  following up with clients and carriers to ensure task is completed, sell and bind policies, send out documents to clients after reviewing them, information gathering and other types of written and verbal communications while maintaining superior customer service and a positive attitude.

Expectations

Duties

  • Meet my minimum weekly sales goal as agreed upon with manager.
  • Provide customer support in a friendly, prompt, and accurate manner.
  • Answer calls in a timely manner (within the same day).
  • Respond to customers’ insurance related questions and issues.
  • Learn and understand company insurance products.
  • Provide customers with detailed information about policies and products.
  • Quote, submit applications, and maintain client records.
  • Complete daily suspenses.
  • Attach and note the Agency Management System accurately and correctly.
  • Follow up with customers and carries in a timely manner.
  • Meet weekly production goals and objectives.
  • Effectively communicate with clients, prospective clients, and insurance companies.
  • Communicated any issues with customers or co-workers to your manager.

Initiative

  • Take the initiative to get things done with the underwriters & carriers
  • Have a no-quit attitude to find solutions to write business
  • Competence to see gaps & fix problems with solutions
  • Have a positive, upbeat attitude along with determination to complete tasks with excellence
  • Negotiate on behalf of the client

Organization

  • Keep up with incoming phone calls and emails
  • Keep up with suspense for follow-ups and ongoing tasks
  • Communicate well with all clients, keeping them informed of progress
  • Handle all tasks appropriately and in a timely manner
  • Update & review AMS 360 to accurately reflect the policy
  • Be able to self-organize and date-set with numerous deadlines
  • Issue certificates of insurance
  • Make suspenses / follow-ups for every customer interaction or policy update

Skills & Abilities

Skills

  • Proficient in Microsoft Office, computer literacy, general mathematics, & problem solving

Management

  • Attend weekly personal lines meetings and provide input as needed

Drive

  • Work with diligence to achieve greatness & results with excellence

Communication

  • Communicate well with producers, customers, and companies

Our Values

  • Do the right thing with positivity
  • Listen and be solution minded
  • be a professional advisor
  • Serve with excellence
  • Take Care of each other
  • Stay Focused
  • Strive to be the best

Our Mission

To our employees, our customers, and our carriers: It is our job to understand your needs and fulfill your expectations.  “Trust in the LORD with all thine heart; and lean not unto thine own understanding.  In all thy ways acknowledge Him, and He shall direct thy paths.” – Proverbs 3:5-6

TO SELFLESSLY SERVE OTHERS IN THE AREA OF INSURANCE

Mark 10:45 “For even the Son of Man did not come to be served, but to serve, and to give His life a ransom for many.”