Career Opportunities
Explore the latest insurance jobs and career opportunities available through Single Source Insurance. We look forward to hearing from you!
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Commercial Account Executive
Summary/Objective
The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Work with sales team to review best coverages for accounts
• Make and Receive calls to agency insureds regarding policy questions, renewals, and new business
• Quickly learn the agency management system and standardized system of filing
• Input data into management system in an accurate and timely manner
• Shop new and renewal business accounts through insurance market
• Collaborate with sales team to secure renewal business
• Independent servicing of assigned book of business, endorsements, policy changes and record keeping
• Remotely send accounts for signature and binding
• Assist the Senior Commercial account manager with excess workflow
Competencies
• Understanding of Commercial Insurance Rating Factors
• Understanding of Carrier Guidelines and Appetites
• Communication proficiency in person and by phone with team members and insureds
• Proficiency forming emails to clients and responding to team member requests
• Ethical Conduct
• Flexibility
• Initiative
• Time Management
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel
Minimal to zero travel required. Travel to local events may be required.
Required Education and Experience
Highschool Graduation or GED
440 Insurance License
2 Years experience commercial underwriting
Preferred Education and Experience
4 Year college degree
220 Insurance License
4 Years industry experience in commercial underwriting
Additional Eligibility Qualifications
Commercial Department Experience at an independent agency.
Proficiency with Microsoft Outlook, Word, Excel and AMS
Personal Lines Insurance Representative
Summary/Objective
The Personal Lines Account Representative/ Agent will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Knowledge on all lines of business including auto, homeowners, flood, boat, umbrella, etc.
• Accurately file and maintain client data and activities in the agency management system
• Collect all information needed for quotes including inspections
• Accurately input policies in multi-line raters and make professional offering decisions to insureds
• Shop new and renewal business accounts through insurance market within agency timelines and deadlines
• Use our Superior Option of Carriers to up-sell current book of business.
• Market accounts to insurance carriers
• Identify sales opportunities within customer book of business to cross-sell additional lines of coverage.
• Finalize and confirm all needed items and documents prior to reaching out to insured
• Make and receive calls to agency insureds regarding in a professional and courteous manner
• Independent servicing of assigned book of business
• Work with department processor to receive calls of any endorsement, payment, questions or claims
• Assist with excess workflow
• Other duties as assigned
Competencies
• Understanding of Personal Insurance Rating Factors
• Communication proficiency in person, by phone and through emails with team members and insureds
• Ethical Conduct
• Professionalism
• Flexibility
• Initiative
• Excellent Time Management
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or listen. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. On occasion, the employee may be required to lift up to 20 lbs.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel
Minimal to zero travel required. Travel to local events may be required. Occasional travel to other agency offices may be required.
Required Education and Experience
2-20 Insurance license / Customer Service
High School Diploma
2+ Years in a professional office environment
Proficiency with Microsoft Outlook, Word and Excel
Preferred Education and Experience
4 Year college degree
3+ years’ experience in an independent insurance agency
Proficiency with Vertafore AMS360
Licensing Coordinator
Summary/Objective
The Licensing Coordinator is a key team member in the acquisitions team of the administration department, corresponding with carriers and state agencies for license renewals and book of business rollovers. The Licensing Coordinator works with internal employees to monitor, and schedule continuing
education and handles carrier credential access in compliance with agency policy.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Collects and maintains employee license information from new employees.
• Schedules employee licensing classes for new hires and advanced licensing for current team members
• Appoints employee licenses with carriers as required.
• Tracks license appointments with carriers and removes terminated employee associations.
• Monitors continuing education requirements for team members and schedules learning opportunities to fulfill credit requirements.
• Sets up carrier credentials for team members and properly handles resets.
• Research carrier appetites for lines of business and requests appointments as required.
• Properly completes carrier applications.
• Using the agency management system, inputs licensing information for employees
• Sets up newly appointed carriers in the agency management system.
• Appoints agency and producers where required with non-resident states.
• Renews state licenses for producers and agencies in a timely manner.
• Maintains state appointed tracking for team members so current information is available.
• Inputs data into agency management system for books of business acquired from acquisitions.
• Keeps department managers informed of relevant changes in commission structures or carrier temporary incentives that lead to profitability increases for agency.
• Coordination with other acquisition team members to accomplish acquisition goals and meet deadlines.
• Other duties as required by Chief Administrative Officer to provide overall agency support of current team members and acquired personnel.
Competencies
Professional Communication and proficiency, ethical conduct, confidentiality and discretion, flexibility, initiative, time management and organization, typing of 50wpm.
Supervisory Responsibility
This position has no supervisory duties.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and listen. The employee is frequently required to stand, walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Work outside of these hours can be required to complete deadlines.
Travel
Travel is not expected in this role but could be required in some acquisitions if requested in the agreement of sale.
Required Education and Experience
A college degree and prior professional office experience
Intermediate knowledge of Microsoft 365 products including Excel, Word
Preferred Education and Experience
Specialized course work in business administration or insurance
Prior experience with a professional business database platform.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Commercial Insurance Sales Producer
Job Description: In the Commercial Insurance Sales Producer role, you must be an independent self-starter who is able to sell and develop strong business-to-business relationships. We are seeking confident professionals who are not afraid of cold-calling and developing new business. Other requirements include:
- 2+ years of previous business-to-business sales experience
- Commercial Insurance sales experience highly preferred
- Bachelor’s degree preferred
- Preference given to those with existing insurance license and/or industry designations
- Ability to work under pressure and within deadlines
- Good listening skills and ability to determine clients’ needs efficiently
POSITION SUMMARY
The Account Executive/Outside Sales position is responsible for the identification and relationship development of key referral sources, the identification and development of leads and prospects, the production of new business sales, and the retention of the book of business through outstanding service, honesty, and integrity.
LICENSING
This position requires a South Carolina Property & Casualty producer license as required by the South Carolina Department of Insurance.
CORE DUTIES & RESPONSIBILITIES
- Work with preferred carriers to identify underwriting guidelines and appetite for target/niche markets.
- Develop, maintain, and execute a business plan that aligns with the agency’s strategic goal.
- Solicit and sell new insurance accounts to meet both individual sales objectives and the agency strategic sales objectives.
- Renew existing accounts, re-market as necessary.
- Maintain up-to-date knowledge of existing markets and underwriting criteria for our preferred carriers.
- Meet agency expectations for level of service.
- Develop and maintain strong relationships with key referral sources.
- Develop and maintain strong relationships with clients.
- Actively engage and participate in community networking events and organizations.
- Maintain a cohesive working relationship with assigned CSR(s) and/or Account Manager(s) through teamwork.
- Participate in sales meetings and in-house training as requested.
- Adhere to the Agency Guidelines Manual and respective core processes in order to minimize E&O exposure to the agency.
- Maintain necessary licenses and required continuing education for license renewal.
Job Types: Full-time, Commission