Personal Lines Insurance Agent

Personal Lines Insurance Agent page is loaded

Apply locations Maple Shade, NJ (US) time type Full time posted on Posted 2 Days Ago job requisition  R0048916

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

Principal Purpose of Position:

• Engage key personnel at the Holman group of auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services. This may involve personal visits to dealerships, hosting small company sponsored luncheons or other marketing activities as directed by the business.
• Develop and maintain an active list of introductions and prospects that may be provided through the dealerships and other sources of referral business. In addition to working with existing Holman retail customers, this may involve lead follow-up from other sources of business and cross-selling existing insurance clients.
• Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household. Emphasis will be on understanding the holistic view of the household insurance opportunity.
• Once needs and current insurance situation are established, develop quotes and information for clients that will specifically address their situation. Information should be delivered in a consultative, needs-based approach that will focus on value versus price.
• Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers. Attention to detail, adherence to underwriting guidelines and persistent follow-up will be critical for proper issuance of policies.
• Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested.
• Work closely with management team to help achieve premium and retention targets for all lines of selected business.
• Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization.
• Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives.
• Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested.

Education and/or Training:

• Four-year college degree or demonstrated equivalent experience as determined by department management.
• Property & Casualty Insurance License

Relevant

Work Experience:

• Minimum of one-year experience in insurance industry
• Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
• Maintains a quality book of business – 85% retention and 1.4 policies per household

Planning/Organizing/Managerial Knowledge:

• Flexibility in work schedule. This position will require some evening and Saturday hours. Qualified candidates will also be able to travel within the local NJ and PA markets for meetings, prospecting calls and network development.
• Adaptability. Holman Insurance Services is the newest division in a successful group of growing companies. Candidates must have a “get it done” attitude and be willing to adapt and change as the business grows.
• Individuals must be highly organized and exceptional at following-up on assigned tasks
• Focused on learning and personal growth.
• Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business.

Communicating & Influencing Skills:

• Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
• A demonstrated ability to develop genuine relationships with selected business partners and fellow…