PIIAC Next-Gen

Insurance

• Handling policy administration with duties ranging from evaluation of renewals, preparing proposals, and responding to client requests.
• Set up and administer our online benefits portal (EASE/Navigator) for group clients.
• Review contracts and coverages and complete agency invoicing.
• Collaborate with Producers to manage expiration process (marketing through policy delivery).
• Coordinate requests for additional information between the client and the Carriers.
• Maintain up to date knowledge of markets and company specific products.
• Documenting all tasks, requests, and emails into agency management system (AMS360).
• Organize and prioritize work, tracking deadlines.
• Perform other duties as assigned.

Insurance Services

Producer

• Identify, qualify, and develop personal insurance opportunities with new and existing clients
• Foster and maintain excellent relationships with clients and prospects
• Anticipate, respond to, and follow up on all existing client needs
• Actively prospect, round accounts, and solicit increases in existing client coverage
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage
• Monitor, review, and report on key metrics to ensure sales targets are achieved
• Collaborate with team members, mentor staff, provide expertise and answer questions.

Personal & Commercial Lines Producer

• Maintain and maximize profitable relationships with personal lines clients
• Identify, qualify, and develop personal insurance opportunities with new and existing clients
• Foster and maintain excellent relationships with clients and prospects
• Anticipate, respond to, and follow up on existing client needs
• Actively prospect and solicit increases in existing client coverage
• Present policies to insured and educate them on coverages and rates
• Support clients for renewal and retention
• Monitor and report on key metrics to ensure sales targets are achieved
• Collaborate with team members and mentor staff

Personal Lines Producer

Customer Support

• Provide daily service to existing clients related to policy changes, certificates of insurance, billing, audit, claims, carrier inspections, etc.
• Forward any client questions regarding policy changes to the producer.
• Triage documents from carriers verifying the accuracy, facilitating corrections, as needed, and forwarding to the producer/agency owner for processing where needed.
• Process basic renewals which require no remarketing or explanations of change in coverage.
• Manage day-to-day customer service database (AMS360) and file database (Dropbox) by facilitating policy download and upload, endorsement and audit updates in the system, and notation of all client interactions.
• Support producer to understand potential client or remarketing needs, gather necessary data, input data in carrier quoting systems, and draft proposals.
• Identify content for quarterly client newsletter and manage and facilitate newsletter publication and newsletter social media sharing.

Insurance Services

Personal & Commercial Lines Producer

Personal Lines Producer

Customer Service Representative