Floater - Personal Lines
Robertson Ryan Insurance2 days ago
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OnsiteFull-timeMid
Summary
Robertson Ryan Insurance is seeking a Floater - Personal Lines to join their team in the United States. The role involves assisting account managers by covering their accounts while they are out of the office, providing comprehensive service from start to finish.
About the Role
As a Personal Lines Floater, you will build and maintain strong relationships with clients, carriers, and Agent Owners. Your responsibilities will include providing accurate and timely communication to clients, educating them about coverage and exclusions, maintaining client files in Epic, and handling policy renewals and cancellations. You will also prepare applications and ensure timely responses from clients and carriers.
About You
Required:
- Three (3) or more years’ experience in Personal Lines, hold a valid P&C license.
- Understanding of personal insurance, coverage & rate analysis.
- Strong written and verbal communication skills.
- Ability to organize, prioritize and self-manage workload.
- Computer literate with experience using Word and Excel.
Preferred:
- Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters.
- Ability to work in a team environment, with a positive attitude, and willingness to help others.
- Able to work under pressure and time constraints.
Benefits
- Dynamic and enjoyable work culture.
- Opportunities for professional growth and development.
Robertson Ryan Insurance
Robertson Ryan Insurance offers a broad range of solutions for Business, Personal and Benefits Insurance. We counsel and assist more than 70,000 clients from homeowners to small businesses to national accounts in all industries. Robertson Ryan is annually recognized as a Top 100 Insurance Agency and we serve the United States from over 60 locations. We are proud of our unique organizational structure in that each agent is an Agent Owner, making client service and satisfaction a top priority.
United States