We are seeking Licensed Personal Lines Account Manager and Licensed CSR! Thank you to everyone who applied.
Licensed CSR – Personal Lines, Property, and Casualty
Licensed Producing Agent – Property and Casualty
Licensed Personal Lines CSR
About Us:
At the end of the day, TWFG is a company that cares. We care about our customers, their customers, their families, and the communities in which they have chosen to build their lives. And we wouldn’t be the company we are today without the caring people who make it possible. Those who come in every day with the hope – the goal – of making a real difference in the lives of the people we protect. We treat you like one of our own. Because you are.
Job Requirements:
We are looking for a licensed Customer Service Representative (CSR) to join our growing team! As a Licensed CSR, you will play a role in assisting our existing team by promoting our independent market insurance carriers, our independent market carrier’s products and growing the business through new business sales, remarketing current client accounts, cross-selling current client accounts, and retention.
- Must have an active Property and Casualty License (P&C)
- Excellent verbal and written communication skills
- 2-3 years of Independent Insurance experience, with knowledge of LA insurance market carriers
- Ability to work well individually and with a team and understands agency’s SOP
- Strong persuasion skills with the ability to “close a sale”
- Have the ability to meet and exceed individual and team sales goals
- Must be self motivated with a positive attitude and the ability to work with a sense of urgency
- Has strong computer skills and is proficient in MS Outlook, Word and Excel
- Works with In-House leads only – NO COLD CALLING
- Have direct access to the top insurance carriers in our market
- Can work the hours of 8:30 am–5:00 pm or 9:00 am-5:30 pm NOTE:Remote work potential
NOTE: Experience and License a MUST – no need to apply without these credentials
What will my day to day job description entail?
- Quoting, remarketing, cross-selling in accordance with company standard operating procedures
- Communicate and consistently follow upwith existing clients, prospects, mortgage lenders and realtors
- Connecting with clients via phone, email and text
- Actively engage with prospects and clients to understand their needs and present suitable solutions
- Maintain accurate records for clients and have the ability to work in our database management system
- Responsible for timely reaching out to existing clients to review their current insurance, offer recommendations, and ask for additional lines of business
- Process client payments, invoice mortgage companies, and present evidence of insurance for client closings
- Complete files that meet underwriting guidelines and company’s compliance required documentation
- Accountable for daily reports which include: expirations, non-renewals, cancellations, underwriting issues and any other action item
- Stay up to date on insurance industry trends, carrier product offerings, carrier guidelines as well as understand who our competitors are and what makes TWFG unique
- Effectively communicate with the Branch Owner and Director of Sales on pressing items daily
Compensation and Benefits:
- Competitive salary
- We offer high quality health insurance coverage, including dependent coverage
- Dental and Vision
- Life and Disability
- 401k with company matching up to 4%
- Casual work environment
- Training program
- Opportunity for advancement
- Application confidential
How to Apply
To apply for this position, please forward a resume and cover letter detailing job experience, education and certifications to rick@twfg.com and trogers@twfg.com. A college degree is NOT required for this position, though a plus. Also, if you’re interested in a licensed agent position, please also apply.
Property and Casualty License a MUST!
Please be prepared to interview with short term notice as we are looking to fill (2) positions immediately.
Please direct all correspondence to the email addresses provided. The Rick Rogers Team of TWFG looks forward to meeting you!
Insurance – Account Manager Personal Lines
Job description
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- Remarket, Quote, Cross-sell requirements in accordance with company standard operating procedures (SOP)
- Communicate with current clients and prospects through appropriate mediums
- Responsible for 92% retention of existing assigned clients by remarketing and cross selling according to agency SOP
- Must have the ability to work effectively with an assigned CSR
- Correspond with realtors, mortgage lenders and title companies in a timely manner for closings
- Present evidence of insurance for loan closings, refinances etc. as well as payment instructions
- Process payments and complete files for underwriting review and database requirements
- Accountable for daily reporting including expirations, cancelations, and pending action items (Excel, customized reports from company database, etc.)
- Ability to effectively work in our client database management program to keep client records up to date and compliant with company audit standards
- Understand the organization’s overall goals and procedures
Effectively communicate with the Branch Owner and Director of Sales on pressing items daily
Requirements:
- Must have a Property and Casualty Insurance License
- Must have strong proven experience selling and writing all personal insurance with Commercial being a plus
- 2+ years in an independent agency environment with knowledge of independent markets for personal lines
- Ability to work individually and with a team and understands agency’s (SOPs)
- Must possess the ability to work with a sense of urgency, enjoy friendly competition, and motivated to achieve financial incentives through cross-marketing and client retention
- Must be able to work 9:00am – 5:00pm
- Must be proficient with MS Word and MS Excel and able to effectively communicate using MS Outlook
- EXPERIENCE AND LICENSE A MUST – No need to apply without these credentials.
- The candidate will have direct access to the top insurance carriers in our market as well as to our existing referrals.
Compensation:
- Salary Range – $60k – $80k
- Opportunity for high new and renewal commission
- Incentive Pay
Benefits:
- Flex Fridays
- Assigned CSR
- Offers high quality health insurance, 401k, life, dental and vision
- Private office with window view of New Orleans
- Free parking
- Friendly working atmosphere
- Casual work attire (jeans ok-no rips/tears)
- Opportunity for advancement
- Application Confidential
**The person we are looking for should have an outgoing personality, friendly, ability to multi-task, adapt to change, work in a face pace environment, self-motivated, positive attitude, and the ability to work as a team player.
How to Apply:
To apply for this position, please forward a resume and cover letter via fax: 504.371.5163 or detailing insurance job experience, degree(s) held, and certifications to rick@twfg.com and trogers@twfg.com
A degree is NOT required for this position, though a plus.
Please direct all correspondence to the email address provided, or candidates may fax resume and cover letter to 504-371-5163. The Rick Rogers team of TWFG looks forward to meeting you!
NOTE: Please be prepared to interview with short-term notice as we are looking to fill (2) positions immediately.
COVID-19 considerations:
As it relates to Covid-19 we do provide masks, gloves, etc. and are currently not allowing walk in clients if showing signs of sickness and/or fever.