Job Description
Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!
Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm!
Personal Lines Floater
As Personal Lines Floater you will assist account managers by covering their accounts while they are out of the office, which includes servicing the accounts from start to finish.
Position Duties:
- Build and maintain strong relationships with clients, carriers and Agent Owners.
- Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
- Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly.
- Respond to clients’ needs by producing binders, certificates, policies and other related items.
- Maintain client files in Epic and use Epic for processing all transactions.
- Know the underwriting and rating procedure for all types of personal lines policies.
- Prepare applications, submit them to insured and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses.
- Renew policies by agency standards.
- Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
- Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.
Requirements:
- 3+ years’ experience in Personal Lines, hold a valid P&C license.
- Understanding of personal insurance, coverage & rate analysis.
- Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters.
- Strong written and verbal communication skills.
- Ability to organize, prioritize and self-manage workload.
- Computer literate with experience using Word and Excel.
- Ability to work in a team environment, with a positive attitude, and willingness to help others.
- Able to work under pressure and time constraints.
- Good attendance.
EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.