POSITION SUMMARY:

The successful candidate will have a natural ease in connecting with others while serving as the gatekeeper for the organization.  You will also perform a wide range of administrative and office support activities.

JOB DUTIES:

• Greet guests cordially and with a warm smile, while attending to their needs with a strong sense of urgency.
• Create authentic and caring interactions with clients and team members.
• Work collaboratively with a commitment to a workplace of dignity and respect with a willingness to help in all areas of the office. No job should be too small, as every area of the office is important to our success and the success of our team members. 
• Be receptive to coaching from supervisors and managers, in compliance with the Agency's policies and procedures. We want you to succeed!
• Answer calls using a multi-line phone system, forward calls and faxes to appropriate personnel, and take and deliver messages.
• Open the lobby area at the beginning of the workday and close it at the end of office hours.
• Maintain office and kitchen inventory including ordering of supplies.
• Assist with agency tasks/projects as assigned.
• Process client payments and support tasks for client files.
• Process all types of incoming mail
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Become familiar with and follow Agency guidelines, policies and procedures.
• Process the Communication Log

This is not an exhaustive list of all duties and responsibilities. Duties and responsibilities may change and be assigned, based on Agency needs.

SUCCESS FACTORS & QUALIFICATIONS:

The success factors and requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• An optimistic and cheerful can-do demeanor.
• Punctuality is key.
• High school diploma or general education degree (GED); 1 to 3 months related experience and/or training; or equivalent combination of education and experience.
• Working knowledge of Microsoft Word & Excel.
• Great communication skills.
• Organizational & time management skills; completing tasks timely.
• Dependable.
• Team Player.
• Professional demeanor

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands; as well as be required to stand and walk frequently, to speak and hear. The employee is frequently required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER: The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. IMA does not sponsor individuals for employment-based visas for this position.

#LI-TC1

We are W3, an independent insurance agency founded in 1925. We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for supporting the advisors in the client service aspect of managing a personal lines book of business as assigned, and consistently provide excellent customer service and leadership to accounts, as well as represent client needs and goals within the organization to ensure quality by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Take and process premium payments from clients.
• Rate policies and be familiar with carrier underwriting guidelines (marketing, quoting, binding of personal insurance products).
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures.  Ensure that these items are delivered and/or mailed to client.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Input customer applications into the agency management system from the carrier rating applications.
• Assist Personal Insurance Advisors with all customer service responsibilities.
• Update computer for cancellations, reinstatements. Send out form letter to clients as applicable.
• Provide superior customer service to clients. 
• Report issues and follow up for resolutions with carriers and clients.
• Assist in completion of Underwriting audits as required.
• Assist in data entry, projects, creating client portfolios as similar tasks.
• Handle routine correspondence between carriers, agency and insured.
• Maintain a working knowledge of the insurance marketplace, including specific coverage and industry targets.
• Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Provide backup support to the CSR team and Advisors.
• Become familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 4-40 or 2-20 License Required
• High School Diploma/GED Required
• 3 or more years experience in personal lines insurance
• Solid understanding of all lines of Florida Personal insurance
• Ability to build rapport with each customer through active listening
• Experience dealing the multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word and Excel

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, speak and hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

POSITION SUMMARY:

This position's primary duty is personal lines sales.  The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards.  The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must desire compensation consistent with contribution and be able to work independently in this position.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.
• Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities.
• Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines.
• Help protect new and existing customers by offering agency products to meet their insurance needs.

• Round out existing accounts within assigned book of business.
• Contribute to marketing campaigns that target new business sales.
• Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
• Collect detailed risk and underwriting information including loss history. 
• Maintain insurance expiration log.
• Work with underwriters to negotiate sales on behalf of clients.
• Develop and maintain professional relationships with carrier representatives.
• Prepare coverage comparisons and present and explain proposals to clients.
• Maintain up-to-date account information essential for documentation purposes.
• Check policies for accuracy.
• Process transactions to generate billing invoices and prepare premium finance contracts. 
• Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable.
• Maintain electronic activity system and documentation to follow up on outstanding items.
• Keep informed of industry developments.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-20 License Required
• High school diploma or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Outlook, Excel, and Word
• Strong written & oral communication skills
• Organizational & time management skills

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER QUALIFICATIONS:  Regular travel is required.  

REPORTS TO:  Personal Insurance Manager

POSITION TYPE:  Exempt

OTHER:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

GREAT REASONS TO WORK AT WALLACE WELCH & WILLINGHAM:

• Competitive compensation plan;
• Great benefits including medical, dental, vision, life & disability;
• Paid Time Off;
• Paid Holidays;
• 401(k) with employer match;
• Paid Continuing Education;
• A culture that emphasizes respect for every individual;
• Proud to be a EOE/DFWP/SFWP.