Insurance Agent - P&C / L&H (6210) Destin, Florida

Charter Insurance Group

We are expanding our Insurance Agency to serve all Florida Residents by providing local insurance agents in all the major cities and counties throughout the state. We are looking for Producers to sell P&C and Life & Health products for our Independent Insurance agency. We believe strongly in building long term business relationships with our clients and always put our customers first. We have an outstanding list of Insurance Carriers to offer our customers and continue to expand our portfolio of products. If you are looking for a home to grow your insurance business then consider joining the team at Charter. For a brief overview of our company visit

Key Functions:

� Provides customer service to assigned policyholders

o Assists customers with problems, complaints and other issues

o Notifies agent/office manager of problems occurring from support area and recommend solution

� Work retention list for assigned policyholders, includes:

o Pre-renewal lists

o Post renewal lists

o Annual reviews

� Process all P&C endorsements; as outlined in office procedure manual

� Follow-up on all endorsements on work status as outlined in the office procedure manual

� Offers cross-sell P&C products at every opportunity

� Provides quotes for existing customers for all P&C (non-commercial) lines

o Aids in preparing annual review appointments

o Updates information in system, e.g., contact information, e-mail addresses, current phone numbers, etc.

o Takes claim reports as described in office procedure manual

o Works follow-ups on claims as outlined in office procedure manual

o Reports all claims problems to agent/office manager and recommends a solution to satisfy the customer

o Takes and receipts payments accurately and document transaction as outlined in procedure manual.

o Answers phone if receptionist is unavailable

o Reviews monthly pay/cancel list and sends cancellation postcards weekly

o Calls customers prior to cancel date

o Always asks for referrals and thanks customers for their business


Must have P&C 2-20 License. Life and Health 2-15 is optional.