Advisor (Full Time) - Fox Insurance & Investments

Are you tired of cold calling, meeting quotas, and long hours? We might be the agency for you! Fox Insurance & Investments is a family-owned, independent insurance agency satisfying home, auto, business, and life insurance needs of clients in Indiana and Kentucky We are seeking a courteous, detail-oriented professional eager to ensure clients receive excellent service. As a small business, we pride ourselves on building relationships with our clients and are looking for a candidate willing to go that extra mile to provide a friendly, quality customer experience. Work life balance is important to us, so we strive to offer the same for our employees. We believe when you treat others how you want to be treated, everyone succeeds.

Responsibilities:

• Communicate with prospective clients to determine their insurance needs
• Develop a coordinated protection plan by calculating and quoting rates for appropriate coverage
• Ascertain eligibility, obtain required information from clients, file documentation, and communicate with underwriting for approvals
• Provide quotes, review and answer questions, and schedule appointments with prospective clients
• Meet with new clients to complete coverage by evaluating the extent of coverage desired, ascertain long-term goals, explain insurance products and coverages, and issue policies
• Review and re-evaluate existing client needs; re-write policies as needed
• Produce and submit evidence of insurance as requested
• Respond to client inquiries regarding existing policies and coverage; make any requested changes to existing client policies
• Assist in explaining the claims process, advising clients regarding their claim, and process claims
• Obtain client information requested by underwriting and ensure policy compliance
• Handle client payments and ensure accurate billing as needed
• Assist with answering incoming calls as needed
• Other duties as assigned
   

Qualifications/Skills: Applicant should be professional, have good time management skills, the ability to multitask and prioritize work, excellent written and verbal communication skills, strong organizational skills, must be detail-oriented, and show initiative and an ability to work independently. Must be proficient in Microsoft Office programs including Word, Outlook, and Excel. Must have accurate and efficient typing skills.

Requirements: Minimum of three years of relevant insurance experience working in an office setting. Applicants
must be currently licensed in Property & Casualty. Must also either have a Life insurance license or be willing to
obtain a Life license. Candidates must be willing to submit to a background check.

Work Environment/Physical Demands: This job is a full-time position and operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers, etc. Requires operation of a computer and viewing a monitor screen for extended periods of time (stationary position). Must be able to frequently communicate and exchange accurate information by phone and in-person with clients.

Compensation: Hourly (non-exempt) plus commission with guaranteed base salary for first 3 years
Benefits: paid leave, 14 paid holidays, licensing CE credit reimbursement (no health insurance benefits)
Regular Hours: Full-time, 8:45 a.m. to 5:00 p.m. Monday through Friday (37.5 hour work week)
                            (occasional evenings for requested client appointments as needed)
Office Location: 3120 Blackiston Mill Rd, Ste D, New Albany, IN 47150