162 applicants

Company

Augustyniak Insurance Group · 4 hours ago

Personal Lines Insurance Retention Specialist P&C Remote

Jacksonville, FL

Full-time

Remote

Mid, Senior Level

$55K/yr - $65K/yr

5+ years exp

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Responsibilities

Work with existing clients and provide friendly prompt service to customers for their personal insurance needs

Works on our renewal team with other renewal specialists

Exclusively works on renewal policies and insurance policies with our existing clients

Help customers understand their insurance and options for their renewals

Review existing policies at renewal and re-market customers to new companies as necessary

Service, and explain personal lines insurance policies including home, renters, auto, motorcycle, boat, umbrella, and jewelry insurance

Check work to ensure agency standards are met

Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper

Research and resolve coverage questions

Promptly respond to client needs either on the phone or electronically

Maintain client files and process routine correspondence between our agency and the client or company… both paper records and our many different software programs

Cultivate new opportunities and offer additional lines of insurance through consultative selling - can refer to our sales team

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Property Casualty Insurance LicenseFlorida Independent AgencyFlorida personal linesQuote Rush rating systemEzlynx rating systemAgency Zoom CRMHawksoft management systemAms360 management systemApplied/Epic management systemMicrosoft WordMicrosoft ExcelMicrosoft OutlookStructuredFriendlyPersonablePatientHonestTrustworthy

Required

Requires a Florida Property Casualty Insurance License (2-20 or 20-44)

Requires a minimum of 5 years working in a Florida Independent Agency servicing and writing auto and home and umbrella

Must have detailed knowledge of coverage in Florida personal lines market

Must have the ability to verbally review existing policies with clients. Must be able to identify and discuss coverage weaknesses and offer suggestions on ways to save money or optimize policies.

Must be friendly and personable with a great phone voice

Must be results-driven and self-motivated

Proficient with Microsoft Word, Excel, Outlook and a calculator

Type quickly and accurately

Quote Rush and Ezlynx rating systems

Agency Zoom or other CRM system

Agency Management Prior usage- we use Hawksoft - but prior experience with Ams360, Applied/ Epic, or another management system

Knowledge of Florida home and auto policies - companies used include Auto Owners, Tower Hill, Progressive, AAA, American Integrity, Southern Oak - and other independent insurance companies.

Excellent communication skills both verbal and written

Organized, structured, punctual and will follow the underwriting rules and guidelines

Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest