Personal Lines Policy Specialist

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Conduct thorough policy assessments for current clients

• Renewal and Mid-Term Reviews include coverage advice, updating and completing RCE, policy endorsements, and more.

• Manage sales for both new and existing clients across specific agencies

• Cross-sell and account round brokered/excess line renewals

• Organize and maintain client files

⛳️ Requirements

• Valid P&C Producer license

• At least 4 years of professional experience

• Familiarity with Applied EPIC is an advantage

🏝️ Benefits

• Paid time off

• Group health insurance

• Short- and long-term disability coverage

• Vision insurance

• Life insurance

• Company-matched 401K and additional benefits available