David Shaffer Insurance Services
David Shaffer Insurance Services License #0648051
500 Ygnacio Valley Road, Suite 150
Walnut Creek, CA 94596
Dear Job Applicant. I have an immediate opening for a licensed, knowledgeable and experienced personal lines strategic customer service, office and sales assistant. For somebody with the appropriate experience and knowledge as a loan processor, and is willing to get an insurance license and learn the skills and knowledge necessary to assist in processing the insurance work I do, I will consider training the right candidate with no insurance background.
As an independent insurance agency, David Shaffer Insurance Services specializes in serving the affluent California homeowner to find the best possible coverage and rates for homes, autos, liability and related Property & Casualty Personal Lines Coverage.
As a licensed real estate salesperson, David Shaffer Insurance Services also assists homeowners who need loans for a new purchase or for a refinance in determining which loan makes the most sense and obtaining it quickly and at competitive rates.
Because David Shaffer Insurance Services represents a number of insurance companies and not just one large company, David Shaffer Mortgage & Insurance Services can provide the affluent homeowner with a diverse selection of affordable insurance plans and products.
David Shaffer Insurance Services has been in business since 1983 and in 1995 expanded its offering to clients to include to home loans. The company has also been involved in the selling and buying of residential real estate but this is a minor portion currently of my business.
David Shaffer Insurance Services has established a reputation as an agency committed to providing prompt, personal and professional service and wants this reputation to continue to grow and be reinforced by anyone working for David Shaffer Mortgage & Insurance Services.
David Shaffer Insurance Services is located at 500 Ygnacio Valley Road, Suite 150, Walnut Creek, CA 94596. The Pleasant Hill BART Station is in walking distance and there is easy access from Highway 680.
SALARY & BENEFITS:
Please include with your resume your salary & benefit requirements. Salary & Benefits are DOE. I will build into the position financial rewards for helping the business achieve clearly defined goals.
JOB DESCRIPTION AND RESPONSIBILITIES
(Refers to the responsibilities of the job and corresponding duties which further describe what occurs in the performance of that responsibility.)
I am looking for someone with the following characterists and with a strong insurance background in Personal Lines Insurance, Loan Origination or Sales of Residential Real Estate:
6. Strong Computer Skills
7. Excellent Written and Oral Communication Skills
8. Sales Ability
9. Sensitive to Customerís Needs
11. Not required, but preferred, a current California P & C License
15. Self-Motivated(needs minimum supervision)
16. High Energy
19. Positive Mental Attitude
The Strategic Coach and Teamwork
Understands that the position requires teamwork and understands that agency owner is involved in the Strategic Coach Workshop (see www.strategiccoach.com) and supports the concepts and objectives of this business method as directed and implemented by agency owner.
Notes: There are tasks below that can only be performed by a person holding a current and valid Property Casualty Insruance License from the State of California
Retrieve all phone messages and enter into Agency Management System
Return most calls
Prepares daily outgoing mail
Data Entry into Mircrosoft Access Databases
Discusses with client policy changes
Requests Changes & Confirms to Client
Checks Endorsements for accuracy
Provides estimates to client for changes
Data Entry of Client Renewals into agency management software
Sending Renewal Letters and Providing Follow-up Service on Renewal Letters
Reviewing all renewals for coverage issues, such as coverages inadvertantly left off policy and inclusion of key coverages all policies should have as established by agency
Scanning & Data Entry
Being able to work with computer digital imaging software and scan all incoming mail & other materials, including but not limited to:
Note: Agency utilizes a high-speed scanner to convert all incoming mail and other forms of paper items to digital images and maintains paperless files.
Taking First Report & Reporting Claim
Provide Claims Counseling
Follow up in 24 hours to make sure client contacted
Follow up afterwards as required
Being and advocate for client
Enter items for follow-up, such as for new policies, endorsements, signed applications, checks, etc.
Clearing incoming items
Follow up on all suspense items 30 days old or longer
Checks Suspense Items Daily
Assist agency with preparation of sales proposals which require creating excel spreadsheets and cover letters
Answer questions on how much to add new coverage to existing policy
Answer questions on how much will cost for new policy, home, auto, and personal umbrella
Must know how to use rating software
Completes new business applications and submits to company for issuance
Send binder(s) to client with cover letter on new business
Maintains current knowledge of company underwriting criteria and adheres to these standards
Asks clients for additional business not currently with agency and provides quotes for this business
Asks for Referrals
Identify Cross-Sales Potential
Assists on Sales and Marketing Projects as directed by agency owner
New Business ó Personal
Checking new policies for accuracy
Correcting mistakes on new policies
Sending cover letter to client with new policy
Sending in Applications, Money to Carriers, Issuing Binders w/cover letters
Preparing Evidences of Insurance & Invoicing in a timely fashion
Arranging for pick-up or delivery of paperwork involved
Is aware of agency binding authority and adheres to it
General Certificates of Insurance
Preparing and transmitting certificates of insurance
Finding markets for rewriting of policies
Computer Skills & Knowledge Necessary
Data Entry into Microsoft Access Databases
Converting files to pdf format
Using Microsoft Excel spreadsheet
Using rating software
Typing 60 wpm
Creating Microsoft Word Documents
Willing to learn new Computer Skills
Burning CDís for agency backups
Able to learn agency digital paper filing software process
Without needing agency owner's help, the ability to think clearly and logically about situations presented by clients so the the appropirate course of action is taken for the client.
With the above in mind, the ability to know when you should double check with agency owner to reconfirm course of action you have recommended is appropirate.
4 Year College Degree Highly Desired, BA or BS
Provides Quality Information
Realizes the importance of his/her responsibilities and takes full charge of them.
Understands the confidence placed in him/her by the agency and displays this awareness by performing in a professional manner.
Answers customer questions in detail regarding company services, products, policies and procedures.
Aids and assists customers with questions or problems, as necessary, until satisfied and in such a manner as to promote agency goodwill.
Answers and explains routine to complicated insurance inquires.
Collects, Organizes, Maintains Information
Obtains information and completes routine forms
Establishes, maintains, updates file procedures.
Help create and maintain agency procedures manual
Maintains that agency database is updated with information pertaining to renewals, endorsements, and other policy information
Controls Supply Activities
Assists in maintaining agency has adequate supplies
Fill out necessary forms to order business cards, letterhead, envelopes, etc.
Assist owner in maintaing and enhancing its website www.davidshaffer.com. I created this myself and this is not an area of my expertise. I would like to have this website made much nicer.
Must be fluent in English
New employees are subject to a probation period
INSURANCE EXPERIENCE REQUIRED
I am looking for someone with a minimum of 2 years experience in Personal Lines at an Independent Insurance Agency, and in particular experience working with affluent homeowner type accounts, plus be familiar with carriers such as Fireman's Fund, Safeco, Allied, Hartford, Kemper and others as respects policy forms and underwriting guidelines. Must have experience in agency personal lines work involving much of the work described above.
Required to have current property/casualty insurance license and not subject to any disciplinary actions by the California Department of Insurance. Real Estate License is not required but would be a plus.
References are required
Candidates considered for hiring will be required to take a Kolbe Test(see www.kolbe.com).
LOCATION/FACILITY: The office is located within a 15 minute walking distance to the Pleasant Hill BART station. The office has a lunch room and outdoor eating area. Freeway access is from Highway 680 from either the N. Main Street or Treat Blvd. exits. Parking is free at the office. There is also right next to the office a great hiking trail.
Note: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.