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Personal Lines Agent

San Antonio, Texas
Job Type
31 May 2021

SWBC continues to be a strong and stable employer during these challenging times and a vast majority of our interviewing and on-boarding is being done virtually due to COVID-19.

SWBC is seeking a talented individual to provide expertise in sales along with placement and servicing of accounts while maintaining a high level of compliance for future growth and professionalism to the division.

Why you'll love this role:

In this role, you will work with and engage new people on a daily basis, exercising empathy and getting to know what is important to clients and how to best meet their insurance needs. While working from home, you will work with a team of highly engaged sales agents and support staff in a fun and competitive environment where you will have the opportunity to use your best sales and customer service talents and skills each day.

Essential duties include the following:

  • Produces and services new/renewal business as it relates to individual goals set by the management while following policy and procedure.
  • Maintains complete, accurate, and thorough files on every customer (new and/or renewal) to insure successful compliance audits.
  • Tracks and monitors policy retention, policy cancellations, and technical issues as it relates to the book of business written.
  • Meets daily Call Service Levels as it relates to Average Speed Answer (ASA), Abandon Rate, and Hold Times.

Serious candidates will possess the minimum qualifications:

  • High School Diploma or equivalency.
  • Must possess a current Property and Casualty License for the State of Texas and be in good standing with the Dept. of Insurance.
  • Minimum of three (3) years of personal lines insurance experience. (Homeowners, Auto, Umbrella, Recreational Vehicles, etc.)
  • Strong working knowledge of PC's and related applications.
  • Excellent analytical and problem resolution skills.
  • Strong verbal, organizational, and interpersonal skills.
  • Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
  • Able to sit for long periods of time contacting, tracking, and monitoring client personal lines insurance needs.
  • Able to lift 10-20lbs of boxes/files containing insurance documentation and stoop, kneel, or stand for extended periods of time.
  • May travel locally on occasion.

SWBC offers*:

  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Emerging Professionals and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program

*Based upon employee eligibility

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  • Job Reference: 295833199-2
  • Date Posted: 31 May 2021
  • Recruiter: SWBC
  • Location: San Antonio, Texas
  • Salary: On Application
  • Job Type: Permanent