Agent, Service
As a Personal Lines Service Agent, you provide excellent and ongoing guidance and support to our clients.
Key Responsibilities:
Maintaining up-to-date knowledge of various company products and programs, underwriting requirements, binding authority, policy forms, rating software programs, and competitiveness in the marketplace.
Service existing personal lines accounts by:
Proactively contacting clients to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
Answering coverage questions, processing policy change information, taking claim information, collecting premiums where appropriate, submitting the proper documents to the company, and verifying that documents received from company are correct.
Speaking with clients and company personnel on the phone or in person during office visits and responding to all written correspondence.
Issuing the proper insurance verification documents to the insured and other qualified parties (auto id, declarations pages, binders, etc.).
Resolving customer problems & complaints (with assistance/direction from manager as needed).
Following up on policies that cancel.
Mailing handwritten note cards to celebrate and thank clients. Will also notify agency principals when a sympathy card or gift should be sent.
Develop existing accounts by identifying opportunities to provide additional coverages on existing policies and referring cross-sell opportunities to appropriate sales agent
Handling customer service requests in a professional and knowledgeable manner; determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
Using your knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk
Engaging with clients via phone, email, text and in office to help clients feel special, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
Supporting your book of business by finding opportunities to enhance the client relationship and retain business.
Participating in agency-sponsored community events and service projects
Requirements:
2+ years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service
Prior insurance experience is preferred, but not required.
If you are not already licensed, you will be required to obtain a P&C Insurance License within 90 days of employment. Training and testing is paid for by our agency.
Our ideal applicant is:
Tech-savvy: Comfortable working with multiple software programs and communicating with clients via text, email and phone
An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use
Trustworthy, ethical, and discreet: We are privileged to be a part of our clients’ lives and we take that responsibility seriously.
Detail oriented: Insurance contracts are complex and require careful interpretation.
Comfortable working within a team environment: We work together and support each other in order to provide the best service possible to our clients.
Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team.
Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.
Motivated to contribute: Our agency is on a trajectory of continued growth. We’re looking for someone who is eager to be a part of that future.
Community focused: We believe our agency is only as strong as our community. We're honored to “pay forward” the support our clients give us to nonprofits serving our community.
About Us
Compensation Package
Our generous compensation package includes:
A professional salary commensurate with experience and opportunity to earn significant individual and team bonuses on a monthly basis
Total average first-year earnings range from $70K to $90K through a combination of base salary, incentives and bonus earnings. Starting salary is dependent on experience.
Health, dental, vision, life insurance and long-term and short-term disability
Retirement plan with employer match
Paid vacation and sick leave that begins accruing immediately
Access to an employee assistance plan and flexible spending account (FSA)
Continuing education expenses and support of your pursuit of professional designations
Hybrid work schedule after initial training and licensing period
16 hours of paid volunteer time annually
Branded clothing allowance
Team Culture & Office Environment
We are a tight-knit team that thrives on supporting each other and our community. We are passionate about insurance and are committed to serving as our clients' advocates every step of the way, from taking a proactive approach to improving their protection to walking them through the claims process.
The fast-paced nature of our work requires us to shift gears frequently. We utilize the insurance industry's latest technology to work as efficiently as possible:
State-of-the-art laptops with dual monitors
Standing desks
Paperless processes, including e-signature of applications
Ability to communicate with clients via text message, social media and our agency app
Despite the pace, we are committed to creating a fun, welcoming office culture. We celebrate birthdays and other special occasions, enjoy team breakfasts, and attend McClain Insurance-sponsored community events together.
We strongly believe in giving back to the community that supports us. In fact, Liberty Mutual/Safeco Insurance has featured our agency's community involvement program in their Community Giving guide for independent agents.
Our recent and upcoming events include:
Everett Animal Shelter puppy and kitten livestreams
Stuff the Bus for Kids School Supply Drive
The Gulch Countdown
Everett Public Schools Foundation annual benefit event
Cocoon House's An Evening in Silk benefit auction
YMCA of Snohomish County’s Future Leaders Bash
Girls on the Run Snohomish County Celebration 5K
To learn more about daily happenings in our office, visit our Facebook page.
About McClain Insurance
Claudia McClain founded McClain Insurance Services in 1977. Since then, our mission has been simple and clear: to help clients re-establish their lives as quickly and as completely as possible after a loss. It is our goal to build a custom insurance protection plan that fits each client's needs.
As independent insurance agents, we partner with the Pacific Northwest's best insurance companies, including PEMCO, Safeco, Travelers, and Progressive. This allows us to offer choices to every client.
Hours & Location
We love calling Western Washington home! Our office is located in the Silver Lake neighborhood of Everett, with easy freeway access to I-5 and I-405. We are walking distance to Costco and a short drive from many restaurants and stores, including Emory's on Silver Lake, Starbucks, Target, and Safeway.
Our office hours are Monday through Friday, 8:30 a.m. to 5 p.m. We currently work in a hybrid environment: All of our agents are in the office two days a week and work from home three days a week. New employees should expect to work from the office more frequently during their initial employment period.
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