Employment Application

Please fax completed applications to: 503-205-7041

Opening effective:  4-21-08

Job Purpose:

Work closely with Producer, Team Lead and other support staff within a department to learn all of the processing and job functions of an Account Executive & Sales Agent/Producers as training steps towards becoming a full-time Sales Agent/Producer.

Duties:

• Supports & communicates with Producer/Team Lead on accounts as necessary to develop and retain
• Set up of new accounts
• Works with Team Lead on monitoring renewal list
• Review of exposures with clients and prospects
• Completes applications, reviews quotations, and prepares proposals
• Responsible for initial transaction of correspondence with carriers on quoting and binding of coverage on new and renewal accounts for assigned book of business
• Process bound submissions with appropriate documents — certs, id cards, binders, etc.
• Ensures compliance with underwriting guidelines by reviewing and processing new business, cancellations, non-renewals, reinstatement requests and certificate requests; noting and correcting discrepancies
• Maintains client satisfaction by providing information; resolving problems; spot-checking business; reporting and correcting irregularities
• Responds to clients request preferably same day or within 24 hours
• Takes advantage to develop new accounts and new coverage lines for existing accounts
• Maintain an accurate up to date pending transaction log
• Supports and adheres to agency goals to retain business with key companies
• Provides superior customer service and teamwork; and seeks to improve whenever possible
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
• Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
• Travels offsite to meet with clients on occasion under the guidance of the Producer
• After designated training time, begin working with Sales Director on marketing techniques and developing a sales niche

Skills/Qualifications:

1-3 years experience in CL's Insurance. Familiar with some of the preferred markets and have experience with online rating systems. Familiar with Sagitta Online helpful, but not required. Applicant must have strong ability to work as a team player with staff and possess professional, elegant and charismatic customer service skills. Excellent telephone skills and verbal communication, strong Microsoft Office skills, attention to detail, customer focus, multi-tasking, organization, quality focus, information others, confidentiality all a must.

We are seeking a dedicated team player with a positive attitude who has the desire to learn and develop skills to become a producer. Our office atmosphere is supportive, business casual and very busy most all the time. If you are a person seeking a challenge and want to learn please apply.

Hours:  M-F, 8-5
Benefits, salary $30k - $36k annually depending on experience

Employment Application