Essential Responsibilities:

Assist on telephones and receive customers who walk into the office. Receive walk-in payments or process payments received via the telephone or received in the mail, record payments for reconciliation, upload premium payments and, if requested, make daily deposits of the premiums into our Premium Fund Trust Account. Receive and record changes from customer via email, text, telephone and walk-in and do change in real time in accordance with Procedures and suspend to appropriate person to check. Give changes not done in real time to appropriate person to Process all Changes to Personal Lines policies in accordance with Procedures. Receive and record changes from producers and Independent Strategic Members (ISMs) via change forms and give to appropriate person to process. If assigned, process changes to Personal Lines policies in accordance with Procedures. Assist with review all renewals in accordance with Procedures and communicate with insureds in accordance with our Procedures (give to appropriate person ones needing requoting). If assigned to do requoting of renewals, requote policies in accordance with Procedures and American Heritage policy standards. Call back customers with requoted policies at renewal and sell new policies. Assist with reviewing Inspection Reports received from carriers and then making the assignment of who will resolve the issues identified in the inspections. Assist with resolving (or coordinating with others to resolve) Inspection Reports and other carrier issues on Personal Lines policies. Receive and record information for new Personal Lines proposals and do quotes or give to appropriate person for quoting. Call back Customer with new business quotes and sell. Responsible for sale. If you issue a new Personal Lines policy, follow Procedures for creating policy in Hawksoft and assigning suspense to appropriate person to check. Assist with book rolls of Personal Lines books of business. Assist with receiving and recording claims information in accordance with Procedures and in consultation with management file claims notices. Assist with general office administration and customer service. Assist with any other administrative or customer service duties as requested from time to time.

In addition to the above responsibilities, assist with members of The Insurance Connection with the review, placement and servicing of PL business written through our AccessPlus program and mentor members on various aspects of business and relationship with The Insurance Connection.

Education Requirements:

None specified. Knowledge of Microsoft Office products is helpful. There is an expectation of licensing as a property and casualty agent in the State of Ohio upon employment.

Experience:

None Specified. Equivalent business work experience is relevant and may be a substitute for actual insurance knowledge and experience.

Specific Knowledge:

Strong computer skills, including typing, is essential. A thorough appreciation of customer service techniques and sales environments is important. Also an appreciation of the insurance industry will be of great assistance.

Job Dimensions:

Adaptability maintain effectiveness in varying environments, tasks, responsibilities and with different people. Analysis ability to relate and compare information from varying sources; identifying issues, securing relevant information and identifying relationships and alternative courses of action.

Attention to detail thoroughness and the ability to accomplish small tasks, but with a concern with all subject matters areas involved, no matter how big or small.

Collaboration work effectively with coworkers to accomplish organizational goals and to identify and resolve problems.

Customer Service Orientation listens to and understands customers issues, problems, concerns and needs; anticipates customers requirements and gives high priority to customer satisfaction.

Decisiveness readiness to make decisions; renders judgment; takes action or commits oneself.

Energy maintaining a high activity level.

Follow Up establishes procedures to monitor the task.

Impact creating a good first impression; commanding attention and respect; showing an air of confidence.

Independence taking action in which the dominant influence is ones own convictions rather than the influence of others opinions.

Innovation generates creative solutions to most situations; tries varying and novel ways to deal with problems and opportunities.

Integrity maintaining ethical and moral norms in job related activities.

Initiative actively attempting to influence events to achieve goals; self- starting, rather than passive acceptance; taking action to achieve goals beyond what is necessarily required.

Listening demonstrate an understanding of the content of oral communication; an awareness of the feelings behind the content of discussions.

Open-Minded is willing to listen to new ideas and thoughts; is slow to judgment when dealing with paradigm shifts and new ideas.

Oral Communication effective expression in individual group situations.

Oral Presentation effective expression to individuals or groups.

Persuasive use of appropriate interpersonal skills, styles and communication methods to gain acceptance of an idea, plan, activity, service or product. Planning and Organizing establish a course of action for self or others to accomplish specific goals.

Quality Awareness identify conditions that might effect the quality of a product or service; implements processes and controls to maintain highest quality awareness.

Resilience handling disappointment and/or rejection while maintaining effectiveness.

Team Oriented understand the value of working in a group and appreciates the benefits of sharing and exchanging ideas; consider the goal of the organization more important than individual success.

Tolerance for Stress maintain stable performance under pressure and/or opposition.

Work Standards set high goals and standards of performance for self and expect similar high goals and performance from subordinates and others in the organization; dissatisfied with average or second best.

Written Communication clear expression of ideas in writing, includes grammar, organization and structure.