Join the Otto Insurance Group Xenia Today
Growth is in Our DNA!
Otto Insurance Group Xenia is growing our team! We are looking for self-motivated, hardworking individuals that will work diligently to create an unshakeable base of residual, recurring income. The position will be required to respond to client calls about policy and coverage questions and consult with clients on policy changes.
As an Insurance Producer at Otto Insurance Group, you will develop a strong network of prospective clients by networking and marketing your services. You will develop leads and contact them via telephone and in person to market insurance products. You will service existing clients and conduct annual reviews and seek opportunities to present products to enhance their insurance portfolio.
Primary Role:
Day-to-day maintenance and servicing of assigned accounts, including but not limited to:
• Marketing & placement of PL & CL new business and renewal accounts
• Maintaining a high level of client service and satisfaction on assigned accounts
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Qualifications
• Knowledge of insurance industry related to servicing accounts
• Ohio Property and Casualty license
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
Duties
• Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, Restaurants, etc.
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.
• Research and compile answers to client policy and coverage questions
• Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer
• Maintain AMS client files and ensure proper documentation, by processing all policies, endorsement changes, audits, invoices, E&S binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists and aged receivables in accordance with agency guidelines
• Respond to client inquiries, company requests, and all incoming communications in accordance with agency guidelines
• Review all items to be processed, to ensure items were received as ordered
• Prepare billing as applicable, following agency’s credit and collections policies
• Participate in courses for insurance/sales skills
• Maintain current knowledge of carrier underwriting requirements
• Remain current with industry trends by reading appropriate journals and company bulletins
• Ability to market/quote new business and account renewals to obtain competitive coverage/cost ratios for the client
• Experience with multiple carrier underwriters
• Identify, compile, and manage information regarding account renewal
If you have a passion for helping people, then you owe it to yourself to explore a career with Otto Insurance Group. Otto Insurance is an independent insurance agency with over 20+ carriers.
We look forward to meeting you!
