Job title: Insurance Consultant - Property/Casualty
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Salary type: Annual
Salary: negotiable
Location: Greater Worcester Area
Job published: 02/03/2020
Job ID: 32396
Phone number: (401) 602.4806
Contact email:

Job Description


Mid-sized and growing financial institution is looking for a property/casualty insurance consultant to work with their customers on products that meet their needs. 

Essential Functions:

  • Respond to member inquiries. Review loss exposures and advise members on P&C insurance needs. Prepare quotes for coverages and carriers appropriate to their needs.
  • Place new and renewal business with carriers in a manner that optimizes member needs, account retention and agency profitability.
  • Service existing accounts, including claims, to enhance member satisfaction. Conduct periodic account review to update member needs and account information. Re-market renewals as needed.
  • Educate members concerning coverage selection, limitations/exclusions, and insurance products and procedures.
  • Complete new business applications, change requests, cancellations, billing and claims transactions in accordance with carrier requirements and best practices.
  • Maintain accurate and complete agency management systems and other agency records.
  • Counsel and provide expertise to members concerning carriers, coverage, products, systems and procedures.


Job Competencies:

  • Excellent verbal and written communication skills.
  • Participates as an active and contributing member of a team to achieve team goals. Works cooperatively with other team members, involves others, shares information as appropriate, and shares credit for team accomplishments.
  • Excellent organizational skills with attention to detail.

Education and Experience Requirements:

  • Property/casualty producer’s license required For Massachusetts
  • Experience working in an agency environment preferred.
  • Working knowledge of rating and underwriting personal lines products.
  • Full knowledge of property and casualty products and their application.
  • Understanding of insurance markets and agency management systems and procedures.
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