Client Service Representative-Marine

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 retention by managing the client service aspects of a marine book of business, and support assigned advisors and current clients by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, maintaining a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and constructive criticism from supervisors and managers, in compliance with the Agency's policies and procedures.
• Provide rating, marketing, and retention support to advisors, including new business marketing tasks such as quoting, summarizing quote results, and preparing proposals for advisors to present.
• When a marine advisor(s) is out of office, contact new prospects for application information, market to carriers, and present quotes. Perform data entry into the agency management system and procure the bind order on their behalf. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Remarketing renewals as requested and delivering quotes and summaries to advisors for review. If proceeding, present the quote and obtain necessary documentation to bind and issue policies. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Prepare coverage comparisons as requested and interpret policy provisions to determine methods of effecting desired changes to quotes, coverage, or type of insurance
• Work closely with company underwriters to negotiate the best possible coverage options and premiums and assist in negotiating sales and service-related items on behalf of the client. Develop and maintain professional relationships with carrier representatives and underwriters.
• Find opportunities to create/enhance SOI relationships and participate in scheduled events (e.g., boat shows).
• Complete service-related tasks for marine clients by providing superior client service.
• Provide support tasks for renewals as requested to ensure property delivery to clients.
• Process incoming mail/tasks in accordance to department workflows and prioritize daily tasks.
• Process transactions to generate billing invoices and prepare premium finance contracts as necessary.
• Seek referral opportunities for account rounding as well as new prospects.
• Maintain up-to-date status with assigned activity tasks and responding/attaching emails in our agency management system.
• Monitor continuing education requirements to ensure compliance with licensing requirements by enrolling in online CE courses.
• 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 2-20 License Required;
• Bachelor's degree from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience;
• An insurance designation, equivalent to CPCU, AAI or CIC is preferred;
• 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:

To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

• Analytical

• Organizational & time management skills
• Dependable
• Team Player
• Professional demeanor
• Superior customer service skills
• Open to diversity

• Ethical
• Supportive of organizational efforts and policies
• Mindful judgment
• Motivation
• Dependable
• Show initiative

  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 required. Must carry a minimum of $50,000/$100,000 Bodily Injury Liability and $50,000 Property Damage Limits on a personal auto policy.

   

  REPORTS TO:  Marine Department Manager

   

  POSITION TYPE:  Non-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.