Current Career Opportunities at Avery Hall Insurance Group
To apply for a position, please upload your resume and cover letter using the form below.
Documents may also be sent directly via fax or mail to:
Avery Hall Insurance Group
Attention: Jill Long
308 E. Main Street
Salisbury, MD 2180
Phone – 410.742.5111
Fax – 410.742.9520
Please be sure to include the position you are applying for in all correspondence.
Personal Lines Account Manager
Position Type: Full-Time Reports To: Personal Lines Supervisor Location: Seaford
Position Summary
The Account Manager is the service link between the insurance carriers and the agency clients. A friendly customer-service oriented personality and a positive, cooperative attitude are paramount. Personal Lines Account Managers are responsible for processing all policy paperwork as well as data gathering, policy quoting and issuance, over the phone and walk-ins. Timely response to request for quotes and placement of business is vital to the insurance agency objective of providing consistently excellent customer service to prospects and clients. Attention to detail and excellent organizational and time management skills are a must.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
1. Process all renewals, endorsements, cancellations, confirmation of cancellations, address changes, return premium checks and any other miscellaneous mail received from clients or carriers.
2. Review new business policies for accuracy before mailing to clients.
3. Maintain records on policy changes.
4. Round out accounts by selling additional lines of coverage, reviewing and increasing liability limits and replacement cost value on property.
5. Refer coverage to other departments: life, health, commercial
6. Conduct account reviews, using mandatory review forms. 15 a month required, to improve retention and sell additional coverage.
7. Answer clients’ questions related to their coverage or policy status
8. Collect complete underwriting information from assigned clients/prospects.
9. Work with Commercial Lines Producers and outside producers on new and existing clients. Require those producers to follow the agency workflows (must have Data Sheet for all quotes and gather all information needed to process the quote/policy). Also quote and client call-in and walk-in business.
10. Collect and record new business deposit premium.
11. Utilize computerized rating software, including integrated rating and company web-sites.
12. Utilize software and Internet sites to gather motor vehicle reports, credit scoring, CLUE reports, photos and inspection reports to assist in front line underwriting.
13. Learn company guidelines to accurately quote new and renewal business.
14. Input client and underwriting information into the agency management system.
15. Assist with claims in the event of an emergency or national disaster.
Objectives/Performance Standards
1. Provide prompt and cooperative customer service to all prospects, clients and underwriters.
2. Provide consistent support and constructive feedback to supervisor and on a regular basis in an effort to promote efficient, error-free processing of new and renewal business.
3. Gather complete underwriting information utilizing standard quote sheets.
4. Process new and renewal policies, endorsements, cancellations, return premium checks, and other miscellaneous items according to agency procedures and workflows, efficiently and without error, keeping backlog to less than 15 days.
5. Prepare and present quotes within 2 days of receipt of request.
6. Back up other Account Managers on your team when they are out due to vacation, absenteeism or backlog.
7. Follow agency policies, procedures and workflows.
Minimum Qualifications (Knowledge, Skills, and Abilities)
1. Strong communication, organization, time management and technical skills.
2. Self-motivated with initiative, integrity and thoughtfulness.
3. Commitment to ongoing professional development through industry sponsored educational programs.
4. High School Diploma and Property & Casualty Insurance license required and three year of personal lines insurance experience.
Office Equipment/Software Used
1. Windows-based desktop computer
2. Inter-office network; Internet access; e-mail - internally, with carriers, and with prospects/clients/others
3. Agency Management System and related programs
4. Comparative rating software
5. MVR, credit report, clue report software/website
6. Telephone; fax; copier; printer
7. Multi-media telephone system
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Account Executive
Position Type: Full-Time Reports To: Sales Manager Location: Salisbury
Position Summary
We are seeking a highly-driven, ethical, and organized insurance agent to join our growing team. In this position, you will provide services to clients who seek a change in their commercial and personal insurance. You will establish, maintain, and enhance client relationships to resolve issues and retain customers. You will act as an outside sales agent, selling property, casualty, commercial lines, and other insurance products to provide superior customer service.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Approach potential clients by phone, email, or in person
Develop base for long-term sources of clients by using referrals or groups
Determine the specific needs of particular clients by researching current coverage and available options
Develop leads and schedule appointments
Utilize a customer-focused, needs-based review of client insurance options to educate cli• ents
Obtain underwriting approval by completing applications for coverage
Minimum Qualifications (Knowledge, Skills, and Abilities)
Three years of Commercial lines insurance experience
Prefer at least a two-year college degree
Property and Casualty License (state dependent)
Prior sales experience
Experience with standard business applications including MS Office
Demonstrated an entrepreneurial approach to growing business relationships
Critical thinking, proactive attitude, and strong communication skills.
Organized, self-motivated, and proactive in problem-solving
Acceptable MVR required
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.
Requires ability to receive detailed information through oral communication, perceiving the nature of sounds with no less than a 40 dB loss at 500Hz and 2000 Hz without correction.
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Avery Hall Insurance is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
*The job description(s) in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in these positions. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
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Community Matters
Lower Shore Performing Arts Company & Avery W. Hall Insurance Present: Love Letters
September 5, 2018 - A Fundraiser for Wicomico County’s Relay for Life Directed by Ann J. Northam September 14th & 15th, 2018 Wor-Wic Community College’s Guerrieri Hall 8 pm Tickets: $10 Please call 410-742-5111 or purchase through EventBrite.com
