Park and Company Insurance Agents

Broker

• Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
• Regularly follow-up with all prospects
• Work with a team to establish and achieve to develop new business
• Work to grow your department and increase the profitability of the company as a whole
• Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
• Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
• Calculate premiums and rates; apply payments and/or refunds
• Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
• Process cancellations; proactively inquire and document reasons for cancellation
• Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
• Consistently document activities and attach correspondences daily in Park’s broker management system
• Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
• Actively listen to colleagues’ suggestions; contribute to team meetings
• Mentor others using your insurance expertise
• Update your personal lines insurance knowledge through continuing education
• Actively support Park’s participation in organizational culture, community events and industry events

Personal Lines Broker

General

• Promptly follow up on walk in and company provided personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone sales
• Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
• Regularly follow-up with all prospects
• Work with a team to establish and achieve your sales targets and develop new business
• Work to grow your department and increase the profitability of the company as a whole
• Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
• Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
• Calculate premiums and rates; apply payments and/or refunds
• Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
• Process cancellations; proactively inquire and document reasons for cancellation
• Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
• Consistently document activities and attach correspondences daily in Park’s broker management system
• Assist walk in and telephone clients for Auto Plan and Private Auto carriers
• Responsible for Autoplan renewals, new business, premium collection, cancellations and endorsements
• Assistance in ICBC batching and any other duties the Branch Manager sees fit

Personal Lines Broker

Personal Lines Retail CSR