| Title | On Your Side Associate |
| Department(s) | Nationwide Specialized Business Unit (NSBU) |
| Reports to | Dave Gould |
Job summary
This is an entry-level personal lines sales and service position with an opportunity towards a long term career in the insurance industry. Competitive entry-level salary including benefits with opportunity for commissions and advancement.
Summary of essential job functions
Daily responsibilities will include:
· Service Existing Business:
o Review current insurance programs with clients at time of renewal
o Contact clients at time of loss/claim
o Contact clients should their premiums change
o Take service calls and walk-ins
o Review mail and service accordingly
o React to on-demand email from clients and company
o Service brokered business (both commercial and personal lines)
o Perform various administrative tasks as needed
· Produce New Business
o Prospect for new business
o Hold fact-finding interviews
o Process applications and quotes
o Present quotes to client
o Follow up with clients for underwriting requirements
Minimum requirements
Bachelor’s degree or 2 years related experience. Must have experience with Microsoft Office: Outlook, Word and Excel. Must be able to procure Property &Casualty (P&C) license within 6 weeks of hire, or already hold P&C license.
Abilities required
We are looking for a warm, friendly and engaging person who is comfortable greeting clients in the office and on the phone. Candidate must be comfortable making client phone calls and writing personal emails. Sales will be required. Candidate must be organized, energetic and self-motivated and willing to meaningfully contribute to a small and busy team. Customer Service experience is preferred.
Who we are
The Falcigno Group, LLC is a well-established Nationwide general insurance agency. The small business atmosphere allows for autonomy and creativity in one’s daily work. TFG prizes integrity, the ability to think outside of the box and self-motivation in our employees.
TFG Statement of Philosophy
The Falcigno Group helps its clients make informed decisions about the risks of financial loss they face each day. We work with our clients to develop a plan that reflects their unique tolerance and budget for risk. Our service systematically identifies assets and exposures to loss to then develop a plan that reflects the client's needs. Because we understand these components are ever-changing, we are committed to periodically reviewing these plans. Through this informed decision process, The Falcigno Group strives to build dynamic, lasting relationships with its clients.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.