The Producing Sales Agent for Standard Casualty Company is responsible for online and phone quote requests, underwriting and policy sales in 37 states. This position also provides support for retail agents with quotes and performs underwriting decisions as necessary.
Core Responsibilities/duties will include but are not limited to the following:
Prepare quotes for potential customers, dealers and lenders; follow up as necessary.
Assist with Palm Harbor Sales calls and quotes as needed
Assist with agent calls and WebQuoter questions as necessary
Review appraisals, specification sheets for value and condition
Receive payments, bind/issue policies and prepare documents for closings
Prepare lienholder billing for escrowed premium due
Provide underwriting assistance to VP of Underwriting and provide underwriting decisions for lienholders and agents as necessary.
Document and verify End of Month quoted and/or sold policy numbers balance against the accounting department month-end report
Any additional duties as assigned by supervisor Required job skills:
High school diploma and Property & Casualty license
Proficient with Microsoft Word, Outlook, Excel and 10-key adding machine
Excellent phone, Internet and communication skills and critical thinking ability and good math skills
Good organizational skills with ability to multitask and work independently
Must be able to prioritize tasks and work in a fast-paced environment.
Work Environment and Physical Demands with reasonable accommodations:
Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant basis
Frequently required to communicate with co-workers and policy holders with the ability to exchange accurate information as necessary
Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low areas
Occasionally required to move and place objects weighing less than or equal to 20 pounds
Noise level in the work environment is usually moderate
Position may require temporary remote work. Employee must have Wi-Fi connectivity, a smart phone and a designated work area in their home.
Numbers & Facts
Location
New Braunfels, TX
Skills
10-key (Tenkey) Numeric Keypadunmatched
Accountingunmatched
Communication Skillsunmatched
Computer Maintenanceunmatched
Computer Workstationsunmatched
Establish Prioritiesunmatched
High School Diplomaunmatched
Internet Technologyunmatched
Loansunmatched
Mathematicsunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Office Equipmentunmatched
Online Communicationsunmatched
Retailunmatched
Salesunmatched
Smartphonesunmatched
Staff Policiesunmatched
Underwritingunmatched
Wi-Fiunmatched
Work From Homeunmatched
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