P&C Sales Agent | Mesa, AZ
Mesa, AZ 85204 TEMPE
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 :
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Handle day-to-day service requirements of assigned clients within designated authority
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Prepare renewal submissions independently or with Producer and manage Renewal Timeline
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Initiate and conduct renewal meetings with assigned Producer(s)
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Review and negotiate renewal quote terms
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Prepare proposals
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Order and check binders; process in EPIC as needed
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Review Loss Runs
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Account round existing clients
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Review audits; handle problem audits with clients and/or carriers
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Perform online rating for renewals and endorsements to existing policies
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Manage endorsement issues with carrier and/or client as required
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Review endorsements prior to transmittal to client as needed
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Invoice agency bill policies, endorsements, and audits
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Technical check of policies
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Send out/deliver policies
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Review Summaries of Insurance by CSA/TA (if applicable)
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Update EPIC applications and schedules for policy renewals and/or supervise CSA/TA updating
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Enter Activity records for all actions and/or communication performed on Client Files
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Review Certificates of Insurance/Evidences as needed
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Review Customer Statements
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Accompany Producer to client meetings, as required
Ideal Candidate :
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Experience with Applied (EPIC) agency management system REQUIRED
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5 years Property & Casualty Commercial insurance experience required
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Property & Casualty Arizona resident insurance license required
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Brokerage Model Experience *REQUIRED*
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Familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess/Umbrella
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Knowledge of computer operations including Microsoft Word, Outlook, Internet Explorer
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Familiarity and/or experience with Applied Systems software preferred
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Ability to type 25 wpm
Onboarding Requirements:
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High School Diploma or equivalent (GED)
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Criminal Background & Drug Screening
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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:
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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
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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 https://calendly.com/cornerstonestaffingjf/zoom-interview