Personal Account Representative-Customer Service

Job Description

Job Description

Like working hard, having the time pass quickly, and feeling a sense of accomplishment? Come join our dynamic team, named a Best Practices Agency by IA&B for the 4th year in a row!

Our office is rapidly growing and we are looking to train the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Personal Account Representative will be responsible for providing exceptional service, educating our clients on coverage, and identifying revenue growth opportunities.

Insurance industry or agency experience and knowledge is not required but would be beneficial.

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

Maintain a retention (premium and PIF) rate of 93% on the existing book of business

• Complete 100% of the proactive renewal reviews assigned to you by reaching out to clients within the week they are assigned and completing the necessary follow ups. This improves the client relationship, generates opportunity and reduces remarketing to better support retention efforts.
• Treat each client interaction as an opportunity to add value by educating the client on coverage options
• Work efficiently and effectively with clients on their policies
• Educate the clients on the benefits of having Howard Hanna Insurance as their independent agent and actively demonstrate the value of the independent agent
• Follow agency cancellation and remarketing guidelines
• Complete additional retention related focus projects when assigned

Generate additional revenue on the book of business

Provide outstanding service on claims, billing questions and endorsements

Positive attitude and efficient work ethic

Other responsibilities as directed by your manager

Requirements

Principals Address difficult issues professionally and quickly Listen to learn and strengthen the agency Be relentlessly positive with the team Outlast the suck of adopting change Be driven to achieve the agencys goals

Follow-Through

Lives up to verbal and written agreements, demonstrating reliability and accountability, regardless of personal costs.

Adaptability

Quickly and proficiently absorbs new information, demonstrating intelligence and adaptability in learning and applying new skills or knowledge.

Communication

Communicates clearly and persuasively, both verbally and in writing, ensuring articulation without verbosity, and effectively convincing others when necessary.

Teamwork

Promotes a collaborative environment by reaching out to peers and cooperating with supervisors, fostering strong team relationships and collective success.

Proactive

Acts independently with initiative, bringing new ideas and solutions to the forefront, driving positive change and innovation within the company.

Organization

Effectively plans, organizes, and schedules tasks, focusing on key priorities to enhance productivity.

Work Ethic

Demonstrates exceptional productivity with minimal wasted effort, characterized by a dedication to working hard and efficiently. A proven track record of going beyond standard expectations, including the willingness to put in long hours when necessary to achieve outstanding results.

Excellence

Sets and expects high standards for personal and team performance, striving for excellence and quality in all endeavors. Upholds the highest ethical standards, earns trust through actions, and maintains confidence by doing what is right, not just what is easy.

Receptive

Maintains openness to feedback and criticism, soliciting input actively and responding calmly to enhance personal and team performance.

HowardHanna.com

Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.