Licensed Personal Lines Agent

Job Summary

Supporting the marketing and placement of personal risk clients, the remote Renewal Marketing Representative will assist the middle market or high-net-worth marketing team with quoting, documentation, and client information management while developing knowledge of underwriting and sales processes.

Key responsibilities

• Provide internal assistance to the marketing team and ensure clients are protected by determining appropriate liability requirements
• Review new business submissions for completeness and accuracy, and assist in completing marketing summaries and underwriting requests
• Maintain accurate information in agency management systems and manage workflows for efficient transaction processing

Required qualifications

• Personal Lines Agent's license required; must obtain Property & Casualty insurance license within 6 months
• Graduate of the USI Personal Risk Associate Career Track program preferred
• College degree preferred
• Knowledge of Sagitta/ImageRight required
• Comfortable with internet-based programs and Microsoft Office products