Personal Lines Agents

NORTH CAROLINA LOCATIONS
 
System Search is seeking Agents with direct experience with Personal Lines Insurance Accounts for North Carolina locations including:

 
• Asheville, NC
• Charlotte, NC

 
Responsible for new Insurance Account Production and Sales Activities within assigned Accounts. Conducts research in the market and develops a base of business to educate, promote and sell Insurance Services. Keeps current on Business community activities to obtain leads for Business Development activities. Maintains and services a profitable Book of Insurance Business for existing Clients. Projects a professional Company image through all interactions with Clients, Insurance Carriers, Co-Workers and others.

 
Personal Lines Agent responsibilities include: 

 
• Contacts current, past and potential Clients to solicit new and renewed Business.
• Follows up on Leads and responds promptly and efficiently to Referrals
• Listens attentively to the needs of the client and makes recommendations accordingly
• Requests Referrals from current Insurance Clients
• Creates and maintains accurate and up-to-date Client lists assuring their needs are realized and that they are provided with relevant Insurance information appealing to their specific needs.
• Designs custom Insurance Plans for Clients and recommends appropriate coverage, which are appropriate for them.
• Assures Clients are educated concerning Agency Payment expectations and Cancellation.
• Collects Premiums and Past-Due Premiums from Clients for purchases of new and upgraded Coverage and obtains signatures on applications for Clients as required.
• Assures Clients are provided with the necessary documentation and information for record- keeping.
• Creates letters to Clients offering Coverage, share information and advice regarding Insurance matters.
• Prepares Summaries of Insurance, schedules and Proposals.
• Works with Customer Service Reps and/or Managers to review existing Policy Coverage, upgrade Accounts and Remarket when possible.
• Collects information from Clients to prepare Schedules of Insurance, Summaries, and Renewal Proposals.
• Participates in Insurance Marketing Events, Seminars, Trade Shows, Telemarketing Events, and Continuing Education.
• Performs other duties and special projects as assigned.

 
Ideal Qualifications & Experience of Personal Lines Agent:

 
• College degree or Sales Experience in the Insurance Industry is preferred.
• Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained.
• Strong negotiator, avid problem solver and works well with different personalities.
• Working knowledge of Insurance Markets, Products, and Usages is necessary, as well as Insurance Rating and Underwriting Procedures.
• Working knowledge of Coverage Options and Industry Operations.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new Software Applications.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Ability to show initiative, good judgment, and resourcefulness.
• Ability to advise Clients concerning their Insurance needs.