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Personal Risk Insurance Service Team Coordinator

Currently seeking a qualified candidate for a Service Team Coordinator in Personal Risk Insurance. Candidate can work hybrid out of any East Coast Office including:

  • Bethesda, MD
  • Reston, VA
  • Charlotte, NC
  • Alpharetta, GA
  • Palm Beach Gardens, FL
    This is a support role, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team’s day-to-day servicing of clients.  While in this role, the Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team.  In this role, the Coordinator will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process and continue to expand upon their industry knowledge through special projects as directed by senior team members.
    Responsibilities of the Commercial Lines Producer include:


      • Solicits new business sales and services those customers
      • Develops and calculates appropriate plans based on clients’ needs
      • Resolves client inquiries and requests
      • Tracks and identifies areas of improvement
      • Expands business reach through networking techniques

      Requirements of the Commercial Lines Producer:


        • Commercial Lines Insurance Sales experience
        • North Carolina P&C license
        • Working knowledge of Microsoft Office Products
        • Strong communication, interpersonal, multi-tasking, and organizational skills
        • Team player attitude with self-motivation and the ability to work in a fast paced environment

        Exceptional salary and benefits package offered to Commercial Lines Producer candidates.
        Other Job Titles we would consider for this Sales Role include Account Executive, Account Manager, Sales Representative, Outside Sales Rep