Insurance producer jobs in Clifton, New JerseyCreate job alerts

Job DescriptionBenefits: • Health Benefits, • 401(k) matching Responsibilities: • Identify and develop insurance prospects., • Prepare and deliver sales presentations., • Educate clients on coverage options and assist with policy applications., • Collaborate with clients to ensure coverage adequacy., • Assist with policy changes and renewal processes., • Participate in sales meetings and ongoing training.Requirements:, • College education or equivalent insurance experience., • Strong communication skills., • Active Property, Casualty, Life, and Health License., • Proficiency in insurance products and industry operations., • Ability to generate new business and retain existing clients., • Comfortable with computer programs and CRM systems., • Comfortable with networking.Benefits:, • 401k with match, • Health benefits, • Flexible hours, • Growth opportunitiesJoin our team and contribute to our success in providing top-notch insurance services!

Job Description Farmers Insurance agency is Elmwood Park, NJ is looking for Licensed Insurance Producer. Schedule allows time for outside sales and prospecting. Bilingual is a plus -Spanish Average first year salary is $45,000. Base salary ($25,000) plus aggressive commission (as high as 10%). Residual commission on renewals. Job Responsibilities To be a successful insurance sales professional you must be great at: * Providing excellent customer service * Prospecting and generating new business through networking, leads & referrals * Calling, presenting and selling Farmers Insurance products and services * Deepening household relationships by selling additional Farmers products * Conducting policy reviews and updating policies and coverage’s as needed * Processing payments and reporting claims Job Requirements Below are a few requirements of an Insurance Sales professional: • Professional phone etiquette, • Identifying and qualifying sales leads generated from a variety of sources, including networking, referrals, marketing, cold-calling, and lead databases, • Setting appointments and meeting with prospective customers and business owners in their homes, places of business, or other settings, • Presenting and explaining our products and services using a consultative approach, based on a true understanding of clients’ needs and goals, • Multi-tasking skills, • Meet monthly & quarterly sales goals, • Maintain an upbeat, positive and enthusiastic attitude daily, • A great self-starter and self-motivated, • Intermediate computer skills, • Proficient in Microsoft Word, Excel, and various windows application, • Insurance Licenses for Property & Casualty and Life

Job Description STATE FARM AGENCY seeking a bilingual KOREAN or SPANISH Insurance Professional to join our Remarkable Team! You will be responsible for expanding the company's book of business by selling various types of insurance policies and servicing to new & existing clients. Qualifications: • Sales & Customer Service experience, • NJ Property & Casualty Producer licensed, • NJ Life Producer licensed preferred, • Excellent verbal & written communication skills, • Proactive to identify customer needs, • Ability to build rapport & help all clients, • Advanced problem-solving abilities, • Strong discipline to prioritize and multitask, • Highly organized for self-management, • Knowledgeable to help with Claims process, • Develop leads & referrals for growth opportunities, • Fast learner of computer functions, • Work well in a TEAM environment!Company DescriptionSuccessful STATE FARM Agency in the same Ridgefield NJ location for over 18 years!Successful STATE FARM Agency in the same Ridgefield NJ location for over 18 years!

Job DescriptionBenefits: • Growth Opportunity, • Competitive salary PRIMARY RESPONSIBILITIES AND DUTIES: • Process and review insurance documentation and ensure all documents are complete., • Take payments from customers and process them., • Managing CRM system with client information., • Manage AgencyZoom to ensure the producers enter in all their premium sales into the system., • Manage QuickBooks to ensure the Agency's Bank Reconciliations are done on a monthly basis., • Maintain office supply inventory., • Serve as a back-up for other jobs as necessary., • File and maintain customer insurance files. This information is personal and confidential., • Creates and maintains client or prospect lists., • Creates insurance proposals; makes sales presentations to prospective and binds policies with existing clients on new and renewal business, • Completes and submits applications and related documentation to appropriate insurance markets., • Prepares, requests, and sends binders to insureds., • Entering customer information into CRM system (AMS 360)., • Uploading documents and note taking in CRM for future reference., • Provides needed information and clarifications about clients to company personnel, and documents system by transaction date., • Creates letters to clients offering coverage, and sharing information and advice regarding insurance matters. Uses these to round out accounts fully., • Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals., • Review appropriate policy change requests and other account activity., • Documents automated file as appropriate., • Accepts and handles any duties/prospects as assigned by agency management.Personal and Organizational Development:, • Identifies training needs with assistance from managers., • Ability to stay organized and handle multiple tasks., • Willingness to learn from agency managementKNOWLEDGE, SKILLS, AND ABILITIES, • Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately., • Ability to navigate CRM systems (Previous CRM experience a plus)., • Ability to understand written and oral communication and to interpret abstract information., • Ability to obtain licensing (Property and Casualty License) within the first 9-12 months of employment., • Ability to generate new business sales, retain existing business, and to close sales in insurance., • Ability to carry out complex tasks with concrete and abstract variables., • Ability to utilize computer programs and understand functionality., • AMS 360 experience a plusBenefits:, • 401k with match, • Health benefits, • Flexible hours, • Salaried pay, • Growth opportunitiesJoin our team and contribute to our success in providing top-notch insurance services!

Job DescriptionBenefits: • 401(k), • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Identify and engage potential clients through various channels such as cold calling, referrals, and networking., • Assess clients insurance needs by gathering relevant information about their vehicles, homes, and personal circumstances., • Explain different insurance policies, coverage options, and terms to clients in a clear and understandable manner., • Provide personalized insurance quotes and recommend suitable auto and home insurance products., • Assist clients in completing insurance applications and ensure all necessary documentation is accurate and submitted on time., • Follow up with clients to answer questions, address concerns, and provide ongoing support throughout the policy lifecycle., • Develop and maintain strong relationships with clients to encourage policy renewals and referrals., • Stay informed about industry trends, new insurance products, and regulatory changes affecting auto and home insurance., • Collaborate with underwriters, claims adjusters, and other insurance professionals to facilitate smooth policy issuance and claims processing., • Meet or exceed sales targets and contribute to the overall growth of the insurance agency or company.QUALIFICATIONS:, • Organizational skills and attention to detail., • Customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Manage client insurance accounts and update information., • Assist clients with policy changes and renewals., • Provide information on insurance products and services., • Process insurance claims and follow up with clients.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day., • Work alongside your agencys team to ensure successful long-lasting customer relations.QUALIFICATIONS:, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Ability to effectively relate to a customer, • Property & Casualty licenseBENEFITS:, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Health benefits, • Profit sharing, • Growth potential/Opportunity for advancement within my office, • Licensing reimbursement after 3 months, • Signing bonus for pre-licensed professionals

Job DescriptionBenefits: • Growth potential, • Gain valuable experience in the insurance industry, • Paid time off, including vacation and personal/sick days, • Hourly rate plus commissions and bonuses, • Life Insurance, • Bonus based on performance, • Opportunity for advancement If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Manage customer insurance accounts and update information., • Provide information on insurance products and services., • Engaging directly with customers through in-person meetings, email, or phone calls., • Provide information about insurance products and services., • Assist customers with policy applications and renewals., • Handle customer inquiries and provide timely responses., • Maintain accurate records of customer interactions., • Work towards weekly and monthly sales goals., • Generating leads and selling a range of insurance products, including auto, home, business, and life insurance.QUALIFICATIONS:, • Organizational skills and attention to detail., • Customer service and communication skills., • Previous experience in insurance or a related field preferred., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred., • Spanish is a plus., • Licensed in insurance is a plus; must be willing to obtain a license if they do not already have one.

Job DescriptionBenefits: • 401(k), • Competitive salary Responsibilities: • Identify and develop insurance prospects., • Prepare and deliver sales presentations., • Educate clients on coverage options and assist with policy applications., • Collaborate with clients to ensure coverage adequacy., • Assist with policy changes and renewal processes., • Participate in sales meetings and ongoing training.Requirements:, • College education or equivalent insurance experience., • Strong communication skills., • Active Property, Casualty, and/or Life and Health License., • Proficiency in insurance products and industry operations., • Ability to generate new business and retain existing clients., • Comfortable with computer programs and CRM systems., • Valid driver's license for occasional travel., • Skills AMS360 management software knowledge a plus., • 401k with match, • Health benefits, • Flexible hours, • Growth opportunitiesJoin our team and contribute to our success in providing top-notch insurance services!

Job DescriptionBenefits: • State Farm Employee Perks, • Licensing paid by Agentand or Signing bonus/Licensing Reimbursement, • Health Insurance 50/50 split, • Retirement Program Participation, • Potential Hybrid within Role, • Hourly pay plus commissions, • Growth potential/opportunity for advancement, • Valuable experience, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k), • Dental insurance, • Vision insurance, • 401(k) matching, • Flexible schedule If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day., • Work alongside your agencys team to ensure successful long-lasting customer relations., • Excellent written & verbal communication skills, as well as customer service experience necessary, • Some Saturdays (rotate with team).QUALIFICATIONS:, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Ability to effectively relate to a customer, • Property & Casualty license (must be obtained), • Life & Health Insurance LicenseIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. Liquid error: Unknown operator aspirant State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Competitive salary, • Employee discounts, • Flexible schedule, • Free food & snacks, • Free uniforms, • Opportunity for advancement, • Paid time off, • Parental leave, • Signing bonus If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day., • Work alongside your agencys team to ensure successful long-lasting customer relations.QUALIFICATIONS:, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Ability to effectively relate to a customer, • Property & Casualty licenseBENEFITS:, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Health benefits, • Profit sharing, • Growth potential/Opportunity for advancement within my office, • Licensing reimbursement after 3 months, • Signing bonus for pre-licensed professionals

Job Description Schueller Insurance Group is seeking an Outside Sales Producer to join one of the top-performing elite agencies in the country! You will be responsible for generating results through advising prospects on property and casualty insurance. Were conveniently located in Roseland, New Jersey, and offer a hybrid remote work model, providing the flexibility to work from home while staying engaged with our collaborative team and local community. Were looking for motivated, self-driven team players who are eager to succeed and build a rewarding, purpose-driven career. Experience in the industry is preferred, but not required. We provide training and resources. If you have what it takes, we will take care of getting you up to speed. Your main goal will always be to put the prospect's best interest first in order to properly protect them. If you're seeking a career with a high-performing, people-focused team, wed love to talk with you! Benefits Annual Base Salary + Commission + Bonus Opportunities #1 Agency in the Country in 2021 out of 10,000 Agencies Paid Time Off (PTO) Paid Holidays following the Allstate Calendar Health Insurance Dental Insurance Vision Insurance Retirement Plan Licensing Reimbursement Hands on Training Continuous Growth and Learning Environment Responsibilities • Achieve goals and measurables by writing new property and casualty insurance from leads that are provided by the agency., • Ensure that the sales process is followed on a consistent basis with all prospects, • Accountable for managing a pipeline in the CRM and following up with all prospects accordingly., • Responsible for accurate underwriting. Licensing: Active NJ Life & Health or Property & Casualty License is desired. Experience: Previous experience in sales or insurance-related roles is advantageous. Communication Skills: Strong verbal and written communication skills are essential. Persistence: Ability to work in a dynamic environment and persuasively communicate with clients. Team Collaboration: Must be proactive and work collaboratively with teams to achieve sales goals. Technical Proficiency: Familiarity with sales software and CRM tools is beneficial.

Job DescriptionPrimary Job Title: Analytics & Insights AnalystAlternate/Related Job Titles: • Digital Analytics Specialist, • Business Intelligence Analyst, • Customer Insights Analyst, • Position Type: Contract, • Contract Duration: 9 months, • Start: As Soon As Possible, • Pay Rate: $68.94 – $93.27 per hourJob SummaryWe are seeking a highly analytical and data-driven Analytics & Insights Analyst to join the Global Customer Service (CS) organization. This role focuses on driving operational efficiency, digital optimization, and customer experience improvements through analytics, reporting, and actionable insights. The ideal candidate thrives at the intersection of data, business strategy, and technology, leveraging analytics to shape the digital experience across CS Operations and customer-facing platforms such as the Help Center and Contact Us sites.Key Responsibilities, • Data Analysis: Gather, manipulate, and analyze complex datasets to uncover actionable insights that support customer service strategy and digital optimization., • Visualization & Reporting: Build intuitive dashboards, reports, and presentations using tools like Tableau and AWS QuickSight to communicate data-driven findings., • Project Support: Partner with cross-functional teams to support initiatives through ideation, measurement definition, reporting, and impact analysis., • A/B Testing: Assist in test setup, execution, and post-analysis to measure optimization success (Adobe Target preferred)., • Digital Subject Matter Expert: Provide expertise in digital analytics and customer behavior profiling across web platforms., • Data Integration: Connect digital analytics data to enterprise reporting tools, ensuring data quality, governance, and standardization., • Collaborate with Customer Service leadership and product teams to measure total business impact of digital initiatives.Required Experience, • Bachelor’s degree in Engineering, Business Analytics, Information Systems, Statistics, or related quantitative discipline., • 5+ years of experience in data analytics, including 1+ year in digital analytics., • Advanced proficiency in SQL, Python, and Excel for data analysis and automation., • Strong experience with Adobe Analytics and A/B testing platforms (Adobe Target preferred)., • Hands-on experience developing data visualizations and dashboards using Tableau or AWS QuickSight., • Solid understanding of ETL processes, data warehousing, and schema design., • Knowledge of statistical concepts such as hypothesis testing, confidence intervals, and regression analysis., • Excellent communication skills, with the ability to translate technical findings into clear business insights.Preferred Experience, • Experience in customer experience analytics or Customer Service (Help Center, Contact Us) environments., • Familiarity with the AWS technology stack (Redshift SQL, S3, DynamoDB)., • Knowledge of front-end web technologies (HTML5, JavaScript, CSS3, Git)., • Experience implementing personalization or testing solutions like Optimizely., • Mentorship experience guiding junior analysts.Required Skills, • Digital Analytics & Web Optimization, • SQL / Python / Tableau / QuickSight, • Adobe Analytics & A/B Testing, • Statistical Analysis & Data StorytellingPreferred Skills, • AWS Data Stack (Redshift, S3, DynamoDB), • Customer Journey Analytics, • Data Governance & Quality Management, • Cross-Functional CollaborationAdditional Skills, • Business Insight & Problem Solving, • Data Visualization & Reporting Automation, • Digital Performance OptimizationBenefits, • Medical, Vision, and Dental Insurance Plans, • 401k Retirement FundAbout the ClientLeading audiobook producer revolutionizing the industry with innovative technology and superior programming. Our passion for well-composed, artfully performed audiobooks has earned millions of loyal subscribers worldwide. Our People Principles guide our team of pioneers and inventors to deliver exceptional customer experiences and drive positive change.About GTTGTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As an economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients include Fortune 500 companies across banking, insurance, financial services, life sciences, biotech, utility, and retail sectors throughout the U.S. and Canada. We look forward to helping you land your next great career opportunity!Job Number: 25-27499 #LI-GTT #LI-Onsite #gttjobsCompany DescriptionGlobal Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure. We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier. There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: Awards SIA’s Fastest Growing Staffing Firm: 2023 and 2015 SIA’s Best Staffing Firm to Work for: 2019 -2023 Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015 Randstad Preferred Supplier: 2020 - 2023 TechServe Alliance Excellence Award. 2019 NH Business Magazines Fast 5 fastest growing companies Ernst & Young Entrepreneur of the Year Finalist: 2015Global Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.\r\n\r\nWe are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.\r\n \r\nThere is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: \r\n \r\nAwards\r\n\r\nSIA’s Fastest Growing Staffing Firm: 2023 and 2015\r\nSIA’s Best Staffing Firm to Work for: 2019 -2023\r\nInc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015\r\nRandstad Preferred Supplier: 2020 - 2023\r\nTechServe Alliance Excellence Award. 2019\r\nNH Business Magazines Fast 5 fastest growing companies\r\nErnst & Young Entrepreneur of the Year Finalist: 2015

Job DescriptionSummary: Natural Wireless is a premium Internet service provider in the US East Coast specializing in fixed wireless Internet (above ground dedicated Internet connections). For over 20 years we have been reshaping connectivity, providing outstanding services to our partners. As our business continues to grow, we are looking to expand the sales team with a high energy, driven, hands-on Channel Sales Manager with a strong technology background and a history of success. $70K-$80K base DOE plus potential to make over $200K annually with commissions. Main Responsibilities: • Proactively recruits new qualifying partners, • Establish productive, professional relationships with key personnel in partner accounts, • Recruit, educate, and nurture your own channel partners to achieve success, • Identify potential customer’s needs and match them with relevant solutions Skills and Experience:, • 5+ years’ experience in the Telecom industry, • 5+ years’ experience in enterprise solution sales, • Confident in yourself and your abilities to be top producer à Demonstrated ability to attract new business partners and cultivate positive relationships, • Excellent verbal and written communication skills, • $70K - $80K base plus potential to make over $200K with commissions, • Vacation and PTO days, • Medical insurance, • 401(k) savings with company matching, • Our top performance team members are granted ownership in the company via employee stock options. Location: New York City, Northern New Jersey (on site) Powered by JazzHR CIP3hxEKJT

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off If you are a driven, sales-focused professional who thrives in a fast-paced environment, we are eager to see how your talents can contribute to our agencys success. Note: We are open to Part-Time schedules as well as Full-Time. RESPONSIBILITIES: • Proactively generate and follow up on leads to drive new business., • Meet and exceed sales targets by closing policies across multiple lines of insurance., • Identify customer needs and present tailored insurance solutions., • Conduct policy reviews and recommend coverage adjustments., • Assist with renewals, cross-selling, and upselling to maximize retention., • Maintain accurate records of sales activities and customer interactions.QUALIFICATIONS:, • Prior insurance experience highly preferred., • Must hold current insurance licenses (Property/Casualty and Life/Health)., • Strong sales and negotiation skills with a proven track record of success., • Ability to build rapport and establish long-term client relationships., • Self-motivated, goal-oriented, and eager to grow within a sales-driven environment. This is a remote position.

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement PRIMARY RESPONSIBILITIES AND DUTIES Below are list of some of the responsibilities, but not limited to the following: • Customer Services include answering phones and greeting customers., • Manage AMS360 to ensure all reporting is accurate and that all policies are entered from Agency zoom., • Manage Agencyzoom to ensure that producers enter in all their premium sales into the system., • Manage QuickBooks to ensure that the Agencys Bank Reconciliations are done on a monthly basis., • Manage the accounts, notes, and passwords in the Bitwarden password storage system on a daily basis., • Enter the producers policy premiums into AMS360 to generate their commission reports on a monthly basis., • Enter in the producers commission policies into AMS360 on a daily basis before commissions., • Maintain IVANS Downloads in AMS360, and authorize the downloads every day., • Process and review insurance documentation, and ensure all documents are complete., • Take payments from customers, and process them through the ePay portal, the BILL portal, or the specific payment portal that their policy dictates., • Serve as a backup for other jobs as necessary., • Help producers and CSRs with any questions they have in regards to AMS360 and Agencyzoom., • File and maintain customer insurance files. This information is personal and confidential., • Applies and renews any Insurance Licenses the producers and CSRs have in both their resident and non-resident states, • Handle both the search process and the onboarding process for new insurance carriers, • Completes and submits applications and related documentation to appropriate insurance markets., • Identifies and develops insurance prospects and appropriate markets., • Creates and maintains client or prospect lists., • Schedule staff meetings for the entire agency in Microsoft Outlook on a monthly basis., • Schedule onboarding meetings with insurance carriers on the behalf of the entire agency in Microsoft Outlook., • Prepares, requests, and sends binders to insureds., • Explain coverages and exclusions and document explanations in AMS360 for future reference., • Works with clients to ensure limit and coverage adequacy., • Provides needed information and clarifications about clients to company personnel, and documents system by transaction date., • Review existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary., • Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals., • Review appropriate policy change requests and other account activity., • Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered., • Recommends and helps insureds carry out loss control programs, independently and with company loss control staff., • Contacts insureds to assist in collecting past due premiums or audit amounts., • Retains assigned percentage of accounts at each renewal., • Continues to develop relationships with the insured., • Accepts and handles any duties/prospects as assigned by agency management.Personal and Organizational Development:, • Participate in sales meetings., • Identifies training needs with assistance from managers. Develops a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly., • Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc., • Organize staff events., • Orders food and catering for events., • Maintain office supply inventory., • Install new office hardware such as monitors, printers, computers, phone systems, bluetooth accessories like keyboards, etc., • Fix hardware and software issues for any computers or printers that malfunction., • Mail out checks to insurance carriers, banks, or clients that we need to pay., • Mail out important documents to insurance carriers and clients when they are asked for.KNOWLEDGE, SKILLS, AND ABILITIES, • College education or equivalent insurance experience., • Adequate knowledge of the Agency Management Systems of AMS360 and Agencyzoom., • Adequate knowledge of the Bookkeeping System of Quickbooks., • Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately., • Ability to understand written and oral communication and to interpret abstract information., • Adequate knowledge of insurance products and usages., • Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists and enter into AMS360 and Agencyzoom., • Adequate knowledge of insurance markets and reference to markets., • Knowledge of insurance rating and underwriting procedures., • Ability to carry out complex tasks with concrete and abstract variables., • Ability to add, subtract, multiply, and divide whole numbers, and to perform simple calculations involving decimals and fractions with accuracy., • Ability to utilize computer programs and understand functionality., • Ability to process written and other materials visually.Working Conditions:, • High-pressured, fast-paced environment with significant telephone and personal disruption., • Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.