You will provide underwriting support to sales and service brokers to ensure a seamless client journey and accurate processing of paperwork. Additionally, you will search for ways to improve workflows and manage technical-related system changes.
The Director will design and implement a modern, scalable service model for personal lines insurance while overseeing daily operations. They will use data and analytics to drive operational improvements, enhance client satisfaction, and ensure compliance with industry standards.
The Personal Lines Sales Broker will engage with generated leads, utilizing a proven playbook to understand prospect needs and recommend suitable coverage solutions from over 70 insurance companies. They must focus on building client relationships while efficiently closing sales using a streamlined process.
The Account Manager will support existing clients by answering questions, making policy changes, reviewing renewals, cross-selling, and assisting with billing changes to strengthen overall client retention. They will act as the go-to insurance expert, providing professional advice and identifying opportunities to better meet client needs through up-selling.
