PERSONAL INSURANCE ADVISOR
Primary functions:
1. Handles existing client's processes, renewals, rewrites and retention.
2. Provide in-house customer service to clients as requested.
3. Ask for Cross Sells and Up Sells.
4. Educates clients on coverage, technology and ease of doing business.
Responsibilities:
1. Market existing business for cross sells and up sells, transferring cross sells to the Personal Insurance Producer.
2. Input customer applications into the agency management system from the carrier rating applications on manually entered policies. (99% of policy are downloaded thru IVANS)
3. Assemble application(s), photos, appraisals, etc. to be submitted to the insurance carriers for policy issuance and Document in AMS360 Activity.
4. Check new and renewal polices for accuracy in rating, key-entry, coverage and signatures and activity as Electronic documents. Ensure that these items are delivered and/or mailed to client. If renewal comes in over 15% or higher, research savings alternatives. (Discounts, deductible, rewrite, etc.)
5. Monitor renewal process by verifying all policies pulled up in AMS have been renewed, rewritten, etc.
6. Receive phone calls from clients regarding insurance, claims, evidence of insurance, or policy issues and respond to requests.
7. Maintain and update client suspense system, follow up on outstanding orders, correspondence, reports, and items.
8. Handle carrier interfacing per agency standards.
9. Pick-up and service mail daily, by scanning, documenting to activity and reaching out to clients.
10. Update AMS for cancellations, reinstatements. Input past due notices, scan and activity.
11. Follow-up on photo requests, request for additional information, etc.
12. Handle routine correspondence between carriers, agency and insured.
13. Review Daily Company Download, updating the description for all policy changes, cancellations, etc.
14. New Claims, provide the client with an email or postcard with the adjuster claims contact information.
15. Be familiar with and follow agency E&O guidelines.
16. Maintain electronic files in an orderly, up-to-date manner. Label all attachments per Personal Lines Process Manual.
17. Perform special projects at management's request.
Qualifications:
1. Must be a self-starter, imaginative and creative with good communication skills both verbal and written. Should have thorough understating of personal lines underwriting and coverage.
2. Minimum two years' experience in similar position is desirable. Must be licensed per state requirements.
3. Must be have computer experience, AMS360 & Outlook a plus.
4. Accurate data entry.
Receive real-time job alerts and never miss the right job again
US - PA - PA - Salford
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Zionsville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - East Greenville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Dublin
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Kulpsville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Green Lane
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Lansdale
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Red Hill
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Riegelsville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - East Texas
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Woxall
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Ottsville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Limeport
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Harleysville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Emmaus
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Old Zionsville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Sumneytown
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Hellertown
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Coopersburg
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Milan
January 3, 2025
Salary • $74,100 - $103,935 / Yearly • OverviewAPPLY HERE FOR FULL TIME ADON - ASSISTANT DIRECTOR OF NURSING OPPORTUNITY with Elderwood at Waverly ADON - Assistant Director of Nursing starting rate range: $70,200 - $101,400 / Yearly (Earn More with More Experience) Elderwood is seeking a clinical...
US - PA - PA - Ulster
January 3, 2025
Salary • $74,100 - $103,935 / Yearly • OverviewAPPLY HERE FOR FULL TIME ADON - ASSISTANT DIRECTOR OF NURSING OPPORTUNITY with Elderwood at Waverly ADON - Assistant Director of Nursing starting rate range: $70,200 - $101,400 / Yearly (Earn More with More Experience) Elderwood is seeking a clinical...
US - PA - PA - Spinnerstown
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Mainland
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Center Valley
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Macungie
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Salfordville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...
US - PA - PA - Trumbauersville
January 15, 2025
Salary • Starting at $32. 00/hr. • Overview LPN Opportunities at Pediatric Specialty Care in Point Pleasant, PA (Bucks County) SIGN ON BONUS: $8,000 for Full-time and $4,000 for Part-time LPN - Licensed Practical Nurse (Pediatrics) Position Overview: • Pediatric Specialty Care in Point Pleasant, PA...