Personal Lines Sales Representative
Career Opportunities at Summit Insurance
Job Decription: CSR
Summit Insurance Group is a growing Independent Insurance Agency in the Huntersville/Lake Norman area focusing on Property & Casualty insurance, and has been a leader in the industry since 1995. We are a family-run agency with a great office atmosphere for an experienced Commercial Account Manager.
We are in need of a licensed agent with at least two years prior experience. Someone that takes pride in their work, likes helping clients and makes sure the clients have the best coverage possible at a competitive price. This position is centered more on servicing our existing clients, but the ability to sell to prospective clients is also important.
Completes applications to appropriate carriers; follows up to ensure timely receipt of quotations and policies; orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence. Prepares summaries of insurance, schedules and proposals according to agency procedures. Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. Verifies policy and policy change information, facilitating corrections when necessary. Identifies exposure to loss and recommends appropriate coverages.
Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
If you like a fun, fast-paced environment, enjoy multi-tasking and get bored easily, this office will be a great fit for you. There are multiple steps in our agency management system to assist you with performing tasks accurately.
- Benefits and Compensation:
- Base salary
- Possible commissions
- Medical Insurance
- Dental Insurance
- Simple IRA
If you meet our requirements, we would like to talk to you.
Current P&C License
- College Degree or equivalent
- Analytical Skills
- Professional phone etiquette
- Team player
- Time management skills
- MUST live within 25 miles of our Huntersville, NC office
- Experience with AMS360 insurance management program preferred
- Detail-oriented and able to multi-task proficiently
- Strong verbal and written communicator
- Meticulous work ethic
Job Description: Full-time Salaried Personal Lines Sales Rep
Summit Insurance is a growing Independent Insurance Agency in the Huntersville/Lake Norman area focusing on Property & Casualty insurance, and has been a leader in the industry since 1995. We are a family-run agency with a great office atmosphere for an Insurance Sales Representative.
Some of the carriers we represent are Erie, Hartford, Safeco, Allied, Travelers, Met Life, Progressive, State Auto, National General, Foremost, and more. Out of 100+ agencies in the Charlotte area, Summit Insurance Group is one of only three to receive the prestigious F.W. Hirt Quality Agency Award from The Erie. This award is presented to the agency that best exemplifies the attributes that embody The Erie ideals. The award is based on the agency's book of business, commitment to Policyholders, history of service and spirit of cooperation.
We are in need of a licensed personal lines agent with prior experience that would like to help current clients as well as possibly growing your own book of business.
- 1-2 years industry experience
- Bachelor's Degree
- Good computer skills
- Analytical skills
- Must have good phone etiquette
- Must be a team player
- Must have good time management skills
If you meet our requirements, we would like to talk to you. Contact us or give us a call today.