[Hiring] Consumer Insurance Advisor @First Commonwealth Bank

Role Description

Position is eligible for telecommuting; however candidate must reside in PA or OH. Day to day responsibilities involve:

• Advising new and existing clients
• Quoting and selling new business policies
• Providing a high level of service to existing customers
• Cross-selling accounts into additional lines of coverage
• Preparing customers for renewal

The role combines elements of sales, customer service and advisement in the consumer services space within our Property/Casualty division.

Essential Job Responsibilities:

• Generate new business – including but not limited to pre-qualifying, underwriting, marketing, quoting, application completion and binding coverage.
• Actively prospect for new clients and promote insurance products to meet sales targets.
• Receive, document, and process all insured requests for service (changes, auto ID, quotes, etc.).
• Round out existing accounts by proactively selling additional personal lines coverages or policies.
• Initiate contact with current clients, including outbound calls, email and written correspondence to recommend and sell additional lines of coverage as appropriate.
• Answer client’s questions related to their coverages or policy status, manage client accounts, and ensure all deadlines are met by conducting in-depth consultations with clients to understand their insurance needs and risk tolerance.
• Cultivate and maintain strong client relationships through excellent communication and customer service.
• Review, document, and process all carrier requests.
• Maintain client files accurately and consistently to agency standards.
• Provide quality service supporting personal lines clients and accounts; serve as primary contact for existing clients and assigned book of business.
• Adhere to agency service standards and workflows.
• When necessary, be available to support teammates and other areas of the agency as needed.

Qualifications

• Education: Bachelor’s degree in Business or related field and/or equivalent experience is preferred.
• Work Related Experience: Two (2) to four (4) years related experience in Personal Lines.
• Technical Experience: Experience with Microsoft Office products is required.
• Experience working with EPIC Agency Management Software preferred.
• Certifications: PA Property and Casualty.
• Travel: Valid driver’s license and ability to travel periodically, required.
• May be eligible for Telecommuting.