HUB International · 7 hours ago

Personal Lines Retention Agent (Remote)

Des Plaines, IL

Full-time

Remote

Entry Level

1+ years exp

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Responsibilities

Successfully work in a call center type of environment.

Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed.

Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier.

Maintain follow-up system with insurance carriers to ensure requests are processed timely.

Furnish underwriters with additional information as requested.

Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request.

Process lost policy release forms; transmit correspondence to insureds and carriers.

Perform other specific duties and projects as assigned by management.

Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end.

May provide sales support, which includes rating policies and entering policy information into database.

Pursue a program for personal and professional development.

Qualification

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P&C LicenseSales experienceComputer skillsTechnical acumen