Job Summary:
The Producing Sales Agent for Standard Casualty Company is responsible for online and phone quote requests, underwriting and policy sales in 37 states. This position also provides support for retail agents with quotes and performs underwriting decisions as necessary.
Core Responsibilities/duties will include but are not limited to the following:
- Prepare quotes for potential customers, dealers and lenders; follow up as necessary.
- Assist with Palm Harbor Sales calls and quotes as needed
- Assist with agent calls and WebQuoter questions as necessary
- Review appraisals, specification sheets for value and condition
- Receive payments, bind/issue policies and prepare documents for closings
- Prepare lienholder billing for escrowed premium due
- Provide underwriting assistance to VP of Underwriting and provide underwriting decisions for lienholders and agents as necessary.
- Document and verify End of Month quoted and/or sold policy numbers balance against the accounting department month-end report
- Any additional duties as assigned by supervisor Required job skills:
- High school diploma and Property & Casualty license
- Proficient with Microsoft Word, Outlook, Excel and 10-key adding machine
- Excellent phone, Internet and communication skills and critical thinking ability and good math skills
- Good organizational skills with ability to multitask and work independently
- Must be able to prioritize tasks and work in a fast-paced environment.
Work Environment and Physical Demands with reasonable accommodations:
- Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant basis
- Frequently required to communicate with co-workers and policy holders with the ability to exchange accurate information as necessary
- Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low areas
- Occasionally required to move and place objects weighing less than or equal to 20 pounds
- Noise level in the work environment is usually moderate
- Position may require temporary remote work. Employee must have Wi-Fi connectivity, a smart phone and a designated work area in their home.
