Position Overview:
This job involves communicating with customers to access their current situation, researching products to match the customer's needs, processing paperwork, and ensuring existing customer information is up to date.It also involves processing policy changes based on customer requests.
Primary Responsibilities:
Markets existing business, determines premiums, prepares proposals, and quotes insurance for cross sell and upsell.
Checks new and renewal policies and endorsements for accuracy, monitors renewal process by verifying all policies listed on the expiration list have been renewed, rewritten, or cancelled.
Receives phone calls from clients and companies regarding insurance, claims,and changes to customer insurance programs.
Maintains electronic or paper files in an orderly, up-to-date manner according to policies and procedures.Maintains a system to follow up on outstanding orders, correspondence and reports.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
1
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in personal insurance preferred.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Property and Casualty License in state of PA required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
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