Join Our Team
Qualifications
Customer Service Representative – Personal/Commercial Lines
- Applicant must hold a valid VA P&C license
- Possess at least 1 year of industry experience
- Master the duties below.
- Quoting and Issuing New & Renewal Business
- Billing per agency processes
- Preparation of Proposals and follow up
- Accurately process Policies, Endorsements, Audits, Applications, etc.
- Ordering Reports (MVRs, Loss Runs, Etc.)
- Effectively working within the team environment to ensure clients are served with the utmost care
- Providing interested parties (Team Members, Carriers, Clients, etc.) with up-to-date status on accounts, per agency processes and procedures.
- Accurately & Timely Maintain Client Files in our agency management system – keeping them up to date and fully documented in a timely manner per agency processes and procedures.
- Immediately inform management and appropriate producer(s) of any potential issues/problems with an account.
- Helping fellow Team Members as needed.
- Excellent Organizational Skills are a MUST.
Agent/Producer
- Applicant must hold a valid VA P&C license,
- Possess at least 2 years of industry experience
- Master the duties below
- Quoting and issuing new business
- Prospecting and referrals.
- Obtaining referrals from centers of influence or past customers.
- Being active within the community and/or social affiliations.
- Helping fellow team members as needed.
- Conducting self with the utmost ethical practices, keeping the clients needs always first.
Application
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Main Office
1407 Stephanie Way Suite A