Career Opportunities
Top talent, great culture…that’s team Sinclair.
Are you looking for your next great career adventure?
We are currently hiring for the following positions:
Health or Property Casualty Insurance Sales Producer
Sales oriented position requiring advanced communication skills, a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial accounts and retaining assigned book of business.
- Achieve objectives established in annual producer sales plan
- Prospect for new business from existing clients and identified target groups
- Contact prospects for the purpose of providing consultative services and making sales appointments
- Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records
- Collect detailed risk and underwriting information including survey data and loss history
- Work with Account Manager or marketer to complete company submissions and selection of potential markets
- Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
- Must be licensed per state requirements
Seniority Level
Mid-Senior level
Industry
Insurance
Employment Type
Full-time
Job Functions
Consulting Sales
Commercial Lines Account Executive
PRIMARY FUNCTIONS:
- Provide assistance to producers in handling and processing of new and renewal commercial lines business.
- Provide in-house customer service to clients as assigned and requested.
MAJOR RESPONSIBILITIES
- Coordinate with producer (120 days prior to effective date) to obtain renewal and/or new business information.
- Maintain marketing sheet and update in TAM.
- Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed (if necessary).
- Prepare renewal and/or new business submission to carriers. Scan all policy information and loss runs into TAM and complete Loss Data & Large Loss Summary.
- Check new and renewal policies for accuracy in rating, coverages, signatures, and input into TAM. Ensure that these items are delivered and/or mailed to client.
- Scan and process endorsements, cancellations and audits as required.
- Receive and handle phone calls, emails and faxes from clients and companies regarding coverages, certificates or administrative problems, and comply with the request and/or refer to the producer or claims specialist only when necessary.
- Must respond to all client emails and phone calls by the end of the day on date received.
- Maintain an activity system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Be familiar with and follow agency E&O guidelines.
- Maintain electronic files in an orderly, up-to-date manner.
- Perform special projects at management’s request.
QUALIFICATIONS
- Must be a team player, self-starter, and creative with good communication skills both verbal and written. Should have thorough understanding of commercial lines underwriting and coverages.
- Minimum two years’ experience in similar position is preferred. Must be licensed per state requirements.
- Must be proficient in Microsoft Word, Excel and PowerPoint.
- Must be a leader and take responsibility for timely and accurate work.
We are currently accepting resumes for the following positions:
Group Health Benefits Account Executive
PRIMARY FUNCTIONS:
- Provide assistance to producers in handling, processing, quoting of group lines of business.
- Provide in-house customer service to clients as assigned and requested.
- Manage day to day client relationship and renewal process for a specified book of business.
MAJOR RESPONSIBILITIES
- Assist producers in researching information necessary for preparation of bid specifications; may gather much of the information on renewals, agent will gather most on new business.
- Request bids from carriers for large group carriers; follow-up on receipt of proposals and verify that they need bid specifications.
- Shop and analyze products for small group renewals.
- Make recommendations to producers regarding quotes, ideas, issues, needing to be addressed.
- Prepare proposals, renewal presentations and compliance documents for new and renewal groups.
- Deliver renewal presentations with producer.
- Assist with, collect and send to carrier all new coverage or renewal contract documentation.
- Assist with employee enrollment meetings along with producer and follow-up on approval of cases.
- Administer employee enrollments, changes, COBRA enrollments.
- Working with producer, set service schedules.
- Set-up and maintain client files.
- Document service issues and meetings/phone calls with client. Also document conversations and follow-up on problems with clients.
- Proof booklets and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting.
- Research claims, enrollment and billing inquiries for clients upon request.
- Special projects such as payroll stuffers and employee hand-outs regarding benefits upon request of client.
- Do special projects as determined by manager and/or supervisor.
QUALIFICATIONS
- Must be a self-starter, imaginative and creative with good communication skills both verbal and written. Should have thorough understanding of group underwriting, coverages, and the relationship between employers, their employees, and their insurance carriers.
- Minimum two years’ experience in similar position is desirable. Must be licensed per state requirements.
Personal Lines Customer Service Representative
ESSENTIAL FUNCTIONS:
- Handle and process new and renewal personal lines business.
- Provide in-house customer service to clients as assigned and requested.
- Maintain acceptable levels of account retention.
- Maintain a positive, team-oriented and professional attitude at all times.
- Be flexible – our industry, organization, and general roles/responsibilities are continuously developing– flexibility and willingness to adapt to the changes is essential.
MAJOR RESPONSIBILITIES
- Provide consultative risk management / insurance analysis for existing clients and prospects (client referrals, call-in, walk-in and web-based quote requests), handle billing questions, claims, requests, and address issues / concerns as they arise.
- Market new and renewal business, prepare detailed quote proposals, and present / review with the insured accordingly.
- Respond to customer service / client requests by the close of the business day.
- Assemble application(s), photos, appraisals, etc for agency management system and carrier rating platforms. Follow established workflow and activity/documentation procedures accordingly.
- Check new and renewal policies for accuracy. Ensure that these items are delivered and/or mailed to client.
- Maintain acceptable levels of retention as established by management.
- Maintain acceptable levels of response/turnaround time, assist peers with workload management / client calls as needed or requested.
- Understand and adhere to the agencies E&O guidelines.
- Perform special projects / additional responsibilities as needed.
QUALIFICATIONS
- Must be a self-starter, professional, flexible, imaginative and creative with good communication skills both verbal and written. Should have thorough understanding of personal lines underwriting and coverages.
- Minimum two years’ experience in similar position is desirable, but not required. Must be licensed per state requirements.
- Must have exemplary phone etiquette, accurate data entry skills, attention to detail, and general sales/service consultative abilities.
- Must be proficient in computer keyboarding, MS Excel and Word. Basic understanding of MS PowerPoint preferred.
Want to join the Sinclair team?
Contact Michael
Michael Goodrich, PHR
Vice President, Human Resources
(203) 284-3209 (Office)
(203) 284-4709 (Fax)
mgoodrich@srfm.com
Career Opportunities
We are currently hiring for the following positions:
Health or Property Casualty Insurance Sales Producer
Sales oriented position requiring advanced communication skills, a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial accounts and retaining assigned book of business.
- Achieve objectives established in annual producer sales plan
- Prospect for new business from existing clients and identified target groups
- Contact prospects for the purpose of providing consultative services and making sales appointments
- Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records
- Collect detailed risk and underwriting information including survey data and loss history
- Work with Account Manager or marketer to complete company submissions and selection of potential markets
- Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
- Must be licensed per state requirements
Seniority Level
Mid-Senior level
Industry
Insurance
Employment Type
Full-time
Job Functions
Consulting Sales
Group Health Benefits Account Executive
PRIMARY FUNCTIONS:
- Provide assistance to producers in handling, processing, quoting of group lines of business.
- Provide in-house customer service to clients as assigned and requested.
- Manage day to day client relationship and renewal process for a specified book of business.
MAJOR RESPONSIBILITIES
- Assist producers in researching information necessary for preparation of bid specifications; may gather much of the information on renewals, agent will gather most on new business.
- Request bids from carriers for large group carriers; follow-up on receipt of proposals and verify that they need bid specifications.
- Shop and analyze products for small group renewals.
- Make recommendations to producers regarding quotes, ideas, issues, needing to be addressed.
- Prepare proposals, renewal presentations and compliance documents for new and renewal groups.
- Deliver renewal presentations with producer.
- Assist with, collect and send to carrier all new coverage or renewal contract documentation.
- Assist with employee enrollment meetings along with producer and follow-up on approval of cases.
- Administer employee enrollments, changes, COBRA enrollments.
- Working with producer, set service schedules.
- Set-up and maintain client files.
- Document service issues and meetings/phone calls with client. Also document conversations and follow-up on problems with clients.
- Proof booklets and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting.
- Research claims, enrollment and billing inquiries for clients upon request.
- Special projects such as payroll stuffers and employee hand-outs regarding benefits upon request of client.
- Do special projects as determined by manager and/or supervisor.
QUALIFICATIONS
- Must be a self-starter, imaginative and creative with good communication skills both verbal and written. Should have thorough understanding of group underwriting, coverages, and the relationship between employers, their employees, and their insurance carriers.
- Minimum two years’ experience in similar position is desirable. Must be licensed per state requirements.
We are currently accepting resumes for the following positions:
Personal Lines Customer Service Representative
ESSENTIAL FUNCTIONS:
- Handle and process new and renewal personal lines business.
- Provide in-house customer service to clients as assigned and requested.
- Maintain acceptable levels of account retention.
- Maintain a positive, team-oriented and professional attitude at all times.
- Be flexible – our industry, organization, and general roles/responsibilities are continuously developing– flexibility and willingness to adapt to the changes is essential.
MAJOR RESPONSIBILITIES
- Provide consultative risk management / insurance analysis for existing clients and prospects (client referrals, call-in, walk-in and web-based quote requests), handle billing questions, claims, requests, and address issues / concerns as they arise.
- Market new and renewal business, prepare detailed quote proposals, and present / review with the insured accordingly.
- Respond to customer service / client requests by the close of the business day.
- Assemble application(s), photos, appraisals, etc for agency management system and carrier rating platforms. Follow established workflow and activity/documentation procedures accordingly.
- Check new and renewal policies for accuracy. Ensure that these items are delivered and/or mailed to client.
- Maintain acceptable levels of retention as established by management.
- Maintain acceptable levels of response/turnaround time, assist peers with workload management / client calls as needed or requested.
- Understand and adhere to the agencies E&O guidelines.
- Perform special projects / additional responsibilities as needed.
QUALIFICATIONS
- Must be a self-starter, professional, flexible, imaginative and creative with good communication skills both verbal and written. Should have thorough understanding of personal lines underwriting and coverages.
- Minimum two years’ experience in similar position is desirable, but not required. Must be licensed per state requirements.
- Must have exemplary phone etiquette, accurate data entry skills, attention to detail, and general sales/service consultative abilities.
- Must be proficient in computer keyboarding, MS Excel and Word. Basic understanding of MS PowerPoint preferred.
Commercial Lines Account Executive
PRIMARY FUNCTIONS:
- Provide assistance to producers in handling and processing of new and renewal commercial lines business.
- Provide in-house customer service to clients as assigned and requested.
MAJOR RESPONSIBILITIES
- Coordinate with producer (120 days prior to effective date) to obtain renewal and/or new business information.
- Maintain marketing sheet and update in TAM.
- Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed (if necessary).
- Prepare renewal and/or new business submission to carriers. Scan all policy information and loss runs into TAM and complete Loss Data & Large Loss Summary.
- Check new and renewal policies for accuracy in rating, coverages, signatures, and input into TAM. Ensure that these items are delivered and/or mailed to client.
- Scan and process endorsements, cancellations and audits as required.
- Receive and handle phone calls, emails and faxes from clients and companies regarding coverages, certificates or administrative problems, and comply with the request and/or refer to the producer or claims specialist only when necessary.
- Must respond to all client emails and phone calls by the end of the day on date received.
- Maintain an activity system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Be familiar with and follow agency E&O guidelines.
- Maintain electronic files in an orderly, up-to-date manner.
- Perform special projects at management’s request.
QUALIFICATIONS
- Must be a team player, self-starter, and creative with good communication skills both verbal and written. Should have thorough understanding of commercial lines underwriting and coverages.
- Minimum two years’ experience in similar position is preferred. Must be licensed per state requirements.
- Must be proficient in Microsoft Word, Excel and PowerPoint.
- Must be a leader and take responsibility for timely and accurate work.
Want to join the Sinclair team?
Contact Michael
Michael Goodrich, PHR
Vice President, Human Resources
(203) 284-3209 (Office)
(203) 284-4709 (Fax)
mgoodrich@srfm.com