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Job Title: Insurance Sales Agent/Analyst
Job Summary: A2Z Insurance Broker, Inc. specializes in crafting specialized and tailored insurance coverage plans for the following types of insurance: Automobile, Bonds, Business Owners Package, Contractor's General Liability, Professional Liability, Transportation, Umbrella Liability, Workman's Compensation, and Occupational. The Insurance Sales Agent/Analyst will perform the following duties:
Sell various types of commercial auto insurance (Primary Liability, Physical Damage, Cargo) and Business Insurance policies to businesses on behalf of employer, through brokerage relationships with various insurance companies/providers.
Seek out and develop, through networking and community engagement, new potential customers. Interview prospective customers to ascertain insurance needs, financial resources, goals, physical condition of property or persons to be insured, and to analyze existing coverage, where applicable.
Develop, provide, and discuss comparative/alternative insurance plans and quotes. Calculate premiums and establish premium payment methods suitable for the customer's needs, and perform other administrative tasks as may be appropriate.
Ensure compliance with underwriting requirements and conditions, and collect, monitor, and audit policies portfolios, to prompt renewal reminders and follow-up to avoid policy lapses or cancellations, prioritizing ongoing and timely/constant communication with customers to ensure the proper flow of information.
Research (utilizing industry specific tools and on-line resources) and resolve insurance related issues and concerns for company customers, and prepare comprehensive written analyses of current coverage, existing coverage gaps, and projected needs.
Review current insurance data and offer cost efficient solutions. Provide necessary documentation, such as certificates of insurance coverage, statements of values and invoices, as may be required.
Bachelor or foreign equivalent degree in Management or Finance or Accounting, and 2 years direct experience or related experience as Accounting Specialist. Two years related experience must have included customer service functions. This position also requires Licensure as Insurance (Sales) Agent (“Producer”) for casualty and fire insurance in the State of Illinois.
Mail resumes to
A2Z Insurance Broker, Inc.
Attn: Eva Kalinowsky, President
6354 W. Gunnison Street
Chicago, IL 60630
**No calls, emails or fax.
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