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P&C Sales Agent | Mesa, AZ

Mesa, AZ 85204

Posted: 09/20/2023 Employment Type: DirectHire Specialties: Call Center/Customer Serv Job Number: 140340 Pay Rate: $60000.00/year

Job Description

CornerStone Staffing is seeking a well tenured P & C Sales Agent to join an incredibly successful team in Mesa, AZ!!

Job Title : P&C Sales Agent (Personal Lines Producer)

Pay : $60,000 Base + commission

Location : Mesa, AZ **Hybrid after training**

**Property & Casualty Arizona resident insurance license & Minimum of 5 years Property & Casualty Commercial insurance experience required**

Job Description :

Maintain and retain Client Relationships in accordance with Agency Standards. Process designated Commercial Lines tasks in accordance with Agency standards using The Agency Management software. Support CL Team.

Job Duties :

  • Handle day-to-day service requirements of assigned clients within designated authority

  • Prepare renewal submissions independently or with Producer and manage Renewal Timeline

  • Initiate and conduct renewal meetings with assigned Producer(s)

  • Review and negotiate renewal quote terms

  • Prepare proposals

  • Order and check binders; process in EPIC as needed

  • Review Loss Runs

  • Account round existing clients

  • Review audits; handle problem audits with clients and/or carriers

  • Perform online rating for renewals and endorsements to existing policies

  • Manage endorsement issues with carrier and/or client as required

  • Review endorsements prior to transmittal to client as needed

  • Invoice agency bill policies, endorsements, and audits

  • Technical check of policies

  • Send out/deliver policies

  • Review Summaries of Insurance by CSA/TA (if applicable)

  • Update EPIC applications and schedules for policy renewals and/or supervise CSA/TA updating

  • Enter Activity records for all actions and/or communication performed on Client Files

  • Review Certificates of Insurance/Evidences as needed

  • Review Customer Statements

  • Accompany Producer to client meetings, as required

Ideal Candidate :

  • Experience with Applied (EPIC) agency management system REQUIRED

  • 5 years Property & Casualty Commercial insurance experience required

  • Property & Casualty Arizona resident insurance license required

  • Brokerage Model Experience *REQUIRED*

  • Familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess/Umbrella

  • Knowledge of computer operations including Microsoft Word, Outlook, Internet Explorer

  • Familiarity and/or experience with Applied Systems software preferred

  • Ability to type 25 wpm

Onboarding Requirements:

  • High School Diploma or equivalent (GED)

  • Criminal Background & Drug Screening

  • 2 verifiable employment references

Please read requirements carefully as we are prioritizing those that meet the requirements.

To Apply for this Job: Click the Apply Online button, then:

  • If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job - NOTIFY YOUR RECRUITER OF INTEREST IN JOB ORDER: 140340

  • If you are NOT currently registered with CornerStone Staffing, click the Create Account button to complete the application - then schedule a time with a recruiter

Apply Online

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