JD Smith & Assoc. Insurance Brokers is a Family Based, Growing and Dynamic Insurance Brokerage that is looking for the right person with a minimum of 4+ Years CSR Experience in order to join our Personal Lines Team.
We have a position open in Commercial & Personal Lines Customer Service Team. If you are looking to join a Mid Sized Brokerage, representing every major Property and Auto, Insurance Market including Intact, Travelers, Economical and others, with a great Support Team in place, then perhaps we are the insurance office for you.

* LONG TERM PROFESSIONALS NEEDED

Most of our staff have been with our office for more than 15 years. We are looking for people with a long term career commitment that like to work in a friendly professional environment. This position includes servicing an Alphabet Split of long time Customers.
Computer knowledge of Applied Systems, Applied Quoting, Portals, and Signature System is very important.
We are a paperless office and work on a Flex Time Schedule.
Our dedicated professionals provide best-in-class service and products within the Home, Auto, and Commercial Insurance Services Industry. We are a growing and innovative Brokerage seeking an energetic, driven, and thoughtful individual to join our team.

• Manage a group of current JDS Customers and provide Customer Service including, policy changes, coverage upgrades, risk control and renewal quotes.
• Complete and perform home and auto insurance product for new and existing customers.
• Communicate effectively and provide professional advice to clients, resulting in positive client engagement and high client satisfaction.
• Contact current clients to up sell new policy coverage’s, point out any applicable changes, notify them of any issues, complete payment transactions, provide tailored solutions, and confirm up-to-date and accurate client information.
• Verify underwriting information with respect to new business, renewals, endorsements, and claims for completeness and accuracy.
• Diligently file documents and information and ensure approved work flow processes are met.
• Maintain up-to-date technical knowledge of home and auto insurance products and participate in training seminars.
• Actively contribute to profitable growth of brokerage by offering cross-sell and up-sell insurance products and services based on specific customer’s needs, as well as managing referral development.
• Build up the JD Smith Insurance brand in the community through networking and encourage business development.
• Represent JD Smith Insurance at scheduled off site events/trade shows or charity events where a sales booth is set up and sale material can be presented to the public.
• Maintain and demonstrate the highest standard of business ethics and values.
• Demonstrate a positive and professional relationship with staff, clients, and business contacts.
• Work from Home, temporarily if needed. Our staff appreciate the interaction of our office, the lunch room and the Team Experience