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Insurance Services Group

Insurance Services Group is always looking for the right people to join our award-winning team. If you have a passion for protection, are committed to customer service, and care about your community we want to hear from you.

Below are positions we are currently looking to fill:

Position Title: Personal Lines Account Manager

SUMMARY: Assists in the retention and service of existing accounts while developing and cultivating new business opportunities. Provides prompt, efficient, high-quality service to clients, potential clients, co-workers and company personnel. Supports other office staff as directed. Detail oriented – driven by providing great customer service.

POSITION FUNCTIONS INCLUDE:

  • Assists in the Retention of existing business, both in contact with existing insureds and cross sell opportunities.
  • Review received policies to verify coverage as requested.
  • Orchestrates account reviews.
  • Performs special projects at the request of designated clients.
  • Maintains a concern for professionalism, timeliness and completeness when interacting with customers, agency staff and company personnel.
  • Receives phone calls and office visitors requesting quotes and changes to existing coverage and/or new policies.
  • Reviews existing accounts to determine if additional lines of insurance should be solicited
  • Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients
  • Actively seeks referrals from current client base to solicit for new business prospects
  • Documents all material conversations/correspondence with insureds and/or carriers regarding exposures and coverages.
  • Performs other functions as assigned by management.

Must be licensed. Should demonstrate effective presentation skills through both verbal and written communications. Detail driven/oriented.

Fast-paced multi-tasking environment. Essential functions are outlined; other duties may be assigned as needs arise. Opportunity for growth and training. Benefits include: Competitive salary, health and dental coverage, and paid time off.

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Position Title: Personal Lines Account Assistant/Billing Specialist

SUMMARY: Assists in the retention and service of existing accounts while supporting Personal Lines team with new business opportunities. Provides prompt, efficient, high-quality service to clients, potential clients, co-workers and company personnel. Detail oriented – driven by providing great customer service.

POSITION FUNCTIONS INCLUDE:

  • Assists in the Retention of existing business, both in contact with existing insureds and cross sell opportunities.
  • Review received policies to verify coverage as requested.
  • Handles billing and late pay procedures.
  • Performs special projects/sales initiatives for account advisors.
  • Answers phone calls and directs to appropriate team member.
  • Reviews existing accounts to determine if additional lines of insurance should be solicited.
  • Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients.
  • Documents all material conversations/correspondence with insureds and/or carriers regarding exposures and coverages.
  • Performs other functions as assigned by management.

Should demonstrate effective presentation skills through both verbal and written communications. Detail driven/oriented.

Fast-paced multi-tasking environment. Opportunity for growth and training. Benefits include: Competitive salary, health and dental coverage, and paid time off.

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Position Title: Commercial Lines Account Advisor

SUMMARY: Assists in the retention and service of existing Commercial Lines accounts while developing and cultivating new business opportunities. Provides prompt, efficient, high-quality service to clients, potential clients, co-workers and company personnel. Supports other office staff as directed. Detail oriented – driven by providing great customer service.

POSITION FUNCTIONS INCLUDE:

  • Responsible for gathering the information and risk management recommendations for the renewal of designated accounts at least sixty days prior to renewal and for delivering renewals and/or binders for accounts, as needed, within 24 hours of receipt.
  • Reviews all policies to verify coverage is as requested.
  • Performs special projects at the request of designated clients. Binders and/or policy or endorsement requests are to be completed within 24 hours of date quoted to client.
  • Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
  • After reviewing updated client exposure survey information, obtains other renewal information from insured, and completes applications for designated renewal business sixty days before renewal date. Assists Producer(s) as needed.
  • Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Secures and submits required renewal underwriting information.
  • Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
  • Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
  • Receives and reviews all terminations and cancellations to determine action to be taken, and takes needed action within 72 hours of receipt.
  • Handles premium collection through form letters and requests cancellation of policies when necessary.
  • Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
  • Performs other functions as assigned by management.

Should demonstrate effective presentation skills through both verbal and written communications. Detail driven/oriented.

Fast-paced multi-tasking environment. Opportunity for growth and training. Benefits include: Competitive salary, health and dental coverage, and paid time off.

 


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