Commercial or Personal Lines Account Manager

PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.

Rice Insurance (Part of PCF Insurance Services Network) is not your typical insurance broker. Our approach to protecting our clients’ commercial and personal interests have propelled Rice to the top of our industry. We simply do insurance differently. While rooted in community, our visionary leadership team has brought Rice’s products and services to businesses and individuals throughout the United States. Our growing and dynamic agency is actively hiring new team members who embrace technology and thrive in a fast-paced, energetic work environment. We are proud to offer satisfying careers with competitive salaries and exceptional employee benefits.

Job Summary: 

This is a lead service position responsible for providing exceptional customer service, retaining existing client relationships, and contributing to sales goals by actively seeking cross-sell and referral opportunities. This individual will act as a liaison between the client, producer, and insurance carrier by conducting regular policy reviews in office and by phone, quoting new business, as well as compare rates at annual renewals.

Duties and Responsibilities: 

• Provide excellent customer service
• Accurately process insurance requests for financial institutions in a timely manner
• Stay up to date on trends and techniques; use agency & industry selling aids to maintain a competitive edge in the marketplace
• Determine insurance needs and offer appropriate solutions
• Bind coverage within the limits established by the carriers and agency contracts and ensure submissions are complete and accurate
• Clearly document all actions and correspondence into system and follow up in a timely manner
• Maintain production reports and attend all meetings as required
• Assist with training as needed
• Back up other members of the Personal Lines team as needed

• Perform other specific duties and projects as assigned by agency management

Qualifications:

• Ability to uncover cross-sell opportunities and close sales
• Working knowledge of Microsoft Office Suite
• Demonstrate strong communication skills, listening, written and verbal
• Demonstrate excellent customer service skills
• Detail oriented and accurate
• Possess a positive attitude and excellent interpersonal skills
• Self-motivated
• Maintain confidentiality of information
• Strong time management skills with the ability to prioritize
• High School Diploma or equivalent
• Property & Casualty Insurance License
• Prefer 3-years insurance industry experience

Compensation:

• $23.00 - $25.00 / HR DOE

Schedule:

• Full-Time
• Monday-Friday

Benefits: 

• Medical
• Dental
• Vision
• Paid Time Off
• 401K
• Life