Personal Lines Retention Agent (Remote)

**This role is fully remote and requires an active Property & Casualty License**

About us:

VIU by HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help individuals evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

Our team is growing, and we are looking for a "people person" who is passionate about helping others. If you like learning new skills and tackling challenges, this is the right fit for you. The Personal Lines Retention Agent provides a high level of service to our individual clients and helps us maintain strong relationships with our customers.
 

We are the perfect fit if you…

• Are driven by competition.
• Enjoy participating in competitive Sales incentive contests held throughout the year.
• Want to work for the #1 Personal Lines Broker in the US.
• Are seeking a progressive work environment at a rapidly growing organization.
• Leverage your internal resources to assist your customers.
• Have a desire to help others protect their future.
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
• Are focused on learning and development to enhance your industry knowledge and expertise.
• Are well organized and maintain a well-established follow up process.
• Have great verbal and written communication.
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business.
• Believe in integrity and building success by developing relationships with others.

Responsibilities:

• Successfully work in a call center type of environment.
• Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed.
• Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier.
• Maintain follow-up system with insurance carriers to ensure requests are processed timely.
• Furnish underwriters with additional information as requested.
• Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request.
• Process lost policy release forms; transmit correspondence to insureds and carriers.
• Perform other specific duties and projects as assigned by management.
• Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end.
• May provide sales support, which includes rating policies and entering policy information into database.
• Pursue a program for personal and professional development.

Qualifications:

• High school graduate or equivalent (some college a plus).
• 1+ year experience in sales or customer service.
• Embrace the latest technologies available.
• Excellent customer service and communication skills.
• Proficient in computer skills and basic software packages.
• Intermediate to expert computer acumen.
• Acts decisively and demonstrates good judgment.
• Strong oral and written communication skills.
• Strong attention to detail with excellent time management and decision-making skills

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