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Agency Administrators, Inc

Personal Lines Policy Specialist

Posted on Jul 15 Remote $48,000 - $62,000Β  3074 views

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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