Job description

HomeServices/ Trident Insurance is an independent insurance agency focusing on personal lines insurance products with over 20 different locations in the United States. We have established relationships with many of the top A-rated carriers allowing us to provide solutions for a vast array of customers. Our employees are our most important asset, so we maintain a positive, respectful, and encouraging work environment. But don’t just take our word for it!

HomeServices/ Trident Insurance has been named a Top Insurance Employer based off employee feedback every year since 2018 and we maintain a 97% employee retention rate. Having doubled in size over the last 2 years, it’s proven we don’t like to sit still. We enjoy and promote a fast-paced working environment and our constant growth continues to open new opportunities for our company and employees.

We are seeking a Licensed Signature Account Manager to foster and maintain good working relationships with high net worth clients. Provide full-service customer service and support to new and existing high net worth clients and risk management, service and account rounding responsibilities. The Account Manager will work as part of a team whose unwavering focus is attending to the unique personal insurance needs of our Trident Signature Insurance Customers.

Job Duties and Responsibilities:

• Foster and maintain good working relationships with high net worth clients.
• Research and answer client and underwriter communications.
• Advise clients regarding insurance coverage and risk management issues.
• Process policy changes, renewals and cancellations.
• Handle claim and billing inquiries.
• Work with existing clients to identify additional needs.
• Foster and maintain good working relationships with insurance company underwriters.
• Provide quotes and sell needed coverages.
• Train and stay up-to-date on carrier policies
• Perform any additional responsibilities as requested or assigned

Performance Expectations:

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications:

Education / Certifications:

• Licensed in Property and Casualty

Experience:

• 3-5 years in personal lines customer service.
• Preferred work history with high net worth clients.

Knowledge and Skills:

• Familiarity with risk assessment and risk management techniques
• Excellent analytical, problem-solving, decision making, oral, written and interpersonal communication skills.
• Proven automation, time management, and organizational skills.
• Familiarity with risk assessment and risk management techniques
• Working knowledge of insurance agency operations, claims handling, coverage's, rates, markets and applicable insurance laws/codes
• Thorough knowledge of all personal lines of insurance products

If you like engaging people and solving problems, if you want to work, learn,grow, succeed and be part of building our future... this may be the job for you. This position pays a salary with incentives and comprehensive benefits package including 401K, health insurance and more. If you are a licensed personal lines insurance agent looking for a place to excel, please send your confidential resume with contact information immediately.

We appreciate and value each and every one of our employees here at HomeServices/ Trident Insurance, Join the team today!

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Commission pay

COVID-19 considerations:
Covid-19 guidelines are mandated as followed. Mask, handwashing, sanitizing of hands and work spaces are required.

Experience:

• Personal Lines Customer Service: 3 years (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: One location

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