Location:
Bend, OR / Hybrid
Our client is a distinguished provider in the insurance sector, delivering a broad range of products and services across commercial and personal lines. They are currently seeking a dedicated Commercial Lines Inside Sales professional to join their team.
This role is perfect for an individual who thrives in managing and growing a commercial book of business independently, with a strong focus on customer service and retention. The successful candidate will be a crucial part of the team, responsible for ensuring the seamless renewal process, handling inbound sales, and contributing to the overall success of the agency.
Job Responsibilities
- Independently manage the full renewal process, including pre-renewal meetings, policy review, policy changes, and completing Acords.
- Engage in new business marketing and remarketing, with a knack for processing certificates and endorsements and binding coverages efficiently.
- Handle inbound sales, referral business, cross-selling, and up-selling, with a keen ability to quote and close new business.
- Share the responsibility of servicing the entire agency book, without being assigned to a specific producer or book.
- Aim to maintain at least a 90% retention rating, focusing on the service side, including working renewals and processing certificates.
- This role offers the possibility of being fully remote for the right candidate, provided they reside in Oregon.
Qualifications
- A minimum of 3 years of experience in Commercial Lines within an independent agency setting.
- Demonstrated ability to manage the full renewal process and handle a book of business independently.
- Experience with surplus lines is considered a plus.
- Proficiency in AMS 360 is highly desirable.
- Ideal candidates will be self-motivated, with a strong commitment to customer service and achieving sales targets.
This position represents a remarkable opportunity to work within a supportive and client-focused environment, offering the chance to make a significant impact on the business. Our client values teamwork, dedication, and the ability to deliver exceptional service to their clients.
If you are a skilled Commercial Lines professional looking for a role that combines independence with team collaboration, and if you enjoy the challenge of growing and retaining a book of business, we encourage you to apply. Join a team that is committed to excellence and dedicated to meeting the diverse needs of its clients.