Personal Lines Agent at OVD Insurance

Grand Rapids, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Attention to Detail, Communication Skills, Problem Solving, Project Management, Interpersonal Skills, Creativity, Accountability, Insurance Knowledge, Policy Management, Client Advising, Documentation, Team Collaboration, Time Management, Adaptability

Industry

Insurance

Description

Description Position Summary: The PL Agent’s primary role is to build and maintain a successful book of business of personal lines accounts utilizing multiple insurance carriers and systems to provide the best solutions. This role is a combination of sales and service, requiring a strong attention to detail and excellent customer service skills. Location: Grand Rapids, MI Work Model: Hybrid (to begin after a 60-day onsite training period) | Hybrid Schedule: 2 - 3 days onsite and the remainder remote Here’s what you’ll do: Build a successful book of business through quoting & selling with multiple carriers. Support a book of business by responding to client emails and calls promptly, servicing and advising clients on renewals, coverages, billing and claims. Customize insurance accounts to suit individual clients, often covering a variety of risks. Process policy changes, cancellations, new policies, and rewritten policies in carrier system and in agency management systems. Present proposals to prospects, explaining coverage and pricing. Conduct sales meetings over the phone, virtually or in-person. Following dept. processes and procedures maintain documentation of all communication and activity in the agency management system (EPIC). Communicate both written and verbally with insureds, carriers, and internal staff to provide resolution. Complete various projects assigned by management. These typically include agency management system clean-up or rolling out communication to clients of coverage upgrade options. Follow insurance laws as well as multiple carrier guidelines and eligibility rules. Any other duties and tasks that are required by the Company. Requirements Here’s what you’ll need: Bachelor's degree specializing in Business or equivalent work experience. Property & Casualty Insurance License required; designations preferred Minimum of 2 years Independent Agency experience. Ability to work onsite in a full-time or hybrid capacity (management discretion). Excellent interpersonal skills. Warm, approachable, savvy, and empathetic. Creating trust is a key function of this role. Knowledgeable in project management principles. Can operationalize key organizational strategies. Drive. Ownership. Accountability. Passion. Ability to conceptualize and think creatively. Open to exploring new ways of approaching work that can improve results, accuracy, and efficiency. Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand. High energy work ethic with ability to work independently while maintaining excellent customer relationships. Ability to work collaboratively with others. Ability to work without direct supervision. Core Competencies: Accuracy: Achievement of correct and precise work. Accountability: Acceptance of responsibility and one's own actions. Written Communication: Ability to write letters, reports, articles, and e-mails using clear and concise vocabulary, style, grammar, and punctuation. Customer Orientation: A desire to serve clients by focusing efforts on listening and responding effectively to customer questions, resolving customer problems to their satisfaction, and evaluating customer satisfaction. Problem Solving: Ability to recognize courses of action which can be taken to handle problems or potential problems and applying contingency plans to solve those problems. Work Environment & Physical Requirements: The work environment and physical demands described here are representative of those that may be encountered and must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Low to Moderate noise (i.e. business office with computers, phone, and printers) Ability to work in a confined area. Ability to sit at a desk for an extended period. While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone and keyboard. Specific vision abilities required by this job include close vision requirements due to computer work and the ability to read and understand written word. Light to moderate lifting may be required. OVD Insurance is an Equal Opportunity Employer, including disability and veteran, that celebrates diversity and believes employing a diverse workforce is key to our success. We are committed to providing equal employment opportunities to all individuals. All applicants will be considered for?employment?without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. To Executive Search Firms & Staffing Agencies: OVD Insurance does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered OVD Insurance property, and OVD Insurance will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting OVD Insurance Human Resources Talent Department. We are not able to sponsor work visas for this position. This job description does not list all duties of the job. Employees may be asked by management to perform other duties as needed. The Company reserves the right to revise this job description at any time. This job description is not a contract for employment and does not infringe upon the Company’s at will employment status.

Responsibilities

The Personal Lines Agent is responsible for building and maintaining a successful book of business by quoting and selling personal lines accounts. This role involves servicing clients, processing policy changes, and ensuring compliance with insurance laws and carrier guidelines.