Personal Lines Policy Specialist
Advance your Insurance Career with Agency Administrators
Job Profile and Description:
Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Policy Specialist to join our award-winning team.
Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.
We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.
As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.
Position Type: Full – Time
Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST Education Required: Current P&C Producer license
Experience Required: 4 Years minimum
Job Responsibilities:
- Complete policy reviews for existing clients- Renewal and Mid-Term
Reviews involve coverage counseling, completion/updating of RCE, policy endorsements, etc.
- Complete new and existing client sales for select agencies -
Quotes completed in comparative raters/ directly through carrier websites
- Cross sell & Account Round
- Brokered/Excess Line Renewals - Obtain renewal offer, obtain completed documents, collect payment and send bind request for brokered policies.
- Maintain Client Files - Use of agency management system to properly note interactions, secure documents and to allow seamless interactions between departments and agency owners.
Skills and Specifications:
To excel in this position, the ideal candidate should possess the following qualities:
- Self-motivated with a drive to expand their insurance knowledge
- Strong organizational, time management, and prioritization skills
- Solid work ethic and commitment to delivering exceptional service
- Excellent verbal and written communication skills to ensure professional and concise communication
- Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport
- Must possess a minimum of 4 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License
- Experience with Applied EPIC a plus.
Salary and Benefits:
Pay: $48,000 to $62,000 per year
Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.
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Salary: $55,000-$62,000Originally posted on