Personal Lines Broker

Responsibilities

• Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
• Regularly follow up with all prospects
• Work with a team to establish and achieve to develop new business
• Work to grow your department and increase the profitability of the company as a whole
• Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
• Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
• Calculate premiums and rates; apply payments and/or refunds
• Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
• Process cancellations; proactively inquire and document reasons for cancellation
• Keep in touch with policy holders for changes, updates, new options, or problems with their...