KEY RESPONSIBILITIES

• Responsible for coverage analysis and re-marketing.
• Delivering client presentations
• Responsible for effectively handling all levels of correspondence.
• Maintaining existing electronic files, responding to telephone, email or fax inquiries from both clients and companies.
• Reviewing in-force renewals working closely with producers in all areas, as applicable.
• Work as a team with other insurance service associates.
• Follows agency workflows and procedures.
• Utilizes Agency Management, CIC, CRM and DocuSign systems appropriately
• Keeps current on carriers, product knowledge and trends in the marketplace.
• Manages agency bill accounts receivable process for book of business, as applicable.
• Actively participates in team meetings
• Alerts management of potential Errors & Omissions immediately upon discovery.
• Responsible for ensuring exceptional data integrity within all Agency systems and processes.

• Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products.
• Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities.
• Expand new and existing relationships by advising and recommending appropriate solutions for our clients.
• Consistently meets or exceeds cross sell/referral goals.

• College or Technical College degree preferred, High school diploma or equivalent required.
• Must have prior experience in personal insurance or client service or related field, as well as strong coverage knowledge.
• Ability to stay abreast of emerging technology essential.
• Ability to work in a fast-paced environment with ever-changing priorities.
• PC proficiency in Microsoft Outlook, Word, Power Point and basic Excel.
• Proficiency in keyboarding.
• Professional communication both verbally and written.
• Familiarity with the Applied Agency System with Epic a plus.
• Respective Designation(s) a plus.