HAWK Advisers, Inc. · 3 months ago
Personal Lines Adviser
Roanoke, VA
Full-time
Onsite
Entry Level
1+ years expHAWK Advisers, Inc. is an independent insurance agency located in downtown Roanoke, Virginia, dedicated to helping clients navigate the complexities of risk. The Personal Lines Adviser is responsible for new business development, client education, and maintaining service standards to ensure client satisfaction and retention.
Auto InsuranceCommercial InsuranceInsuranceLife InsuranceRisk Management
Responsibilities
Develop and implement an approved business plan, based on agency sales goals
Pre-qualifies and analyzes coverage needs. Recommends coverages and prepares rating quotes and proposals
Educates clients about coverage definitions, terms, conditions, and exclusions
Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system
Contact prospects, schedule appointments, and make sales presentations
Actively seeks referrals and used prospect database to generate new opportunities
Conduct policy reviews with existing clients and makes recommendations that align with the client’s objectives and industry best practices
Processes renewals and remarkets insurance, as needed
Maintains orderly electronic files and information, following 'Caught Up' Desk Management System
Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows-up with carrier on endorsement requests
Assists clients with making timely coverage changes and claims reporting
Facilitates customer service inquiries and requests
Keeps a professional appearance, positive attitude, and organized work area
Ability to organize, prioritize and work under pressure at times; team player
Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current
Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency
Perform other miscellaneous duties as assigned by agency management
Qualification
Required
1-2 year-related experience and/or training; or equivalent combination of education and experience
Must hold a valid driver's license
Preferred
Active VA resident or non-resident property & casualty insurance license
Benefits
Competitive Compensation
401k
Health Insurance
Short term & Long term disability
Dental & Vision options are voluntary
Paid time off, vacation and sick time
Flex holidays
Charitable PTO - Take a day off to work with your favorite non-profit
Supportive and collaborative team environment
Modern work space equipped with onsite garage parking, break room, outdoor patio, and fitness center
Company
HAWK Advisers, Inc.
HAWK Advisers was created from the union between Commercial Insurance Services, Inc., and Carlton Wright Insurance Agency, Inc.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Simpson, CIC CPIA
Director of P&C Operations at HAWK Advisers
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