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This Jobot Job is hosted by: Dana Stark Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $75,000 - $100,000 per year A bit about us: We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth. Why join us? Benefits: 401(k) 401(k) matching Dental insurance Disability insurance Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance Job Details This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the 2nd Best Workplace Culture in the country. Our long-term objective is to remain locally owned and independent. While continuing to build a culture that's focused on contribution and growth. We're recruiting Property & Casualty Risk Advisors that want to: Play a vital role in the growth and perpetuation of a company. Become owners of a company that has developed a strong reputation in the industry. Our Risk Advisors are responsible for creating new relationships and retaining existing ones. This requires the ability to ask the right questions, understand a businesses needs and deliver comprehensive solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need. We recognize that you'll come to us with insurance knowledge. Yet we'll make sure you get all the training, resources and support needed to learn our way. All of which will put you in the best position to excel as a Risk Advisor and achieve your objectives throughout your career. The following details a general list of Duties, Qualifications and Abilities for this position. Duties The primary duties of the Risk Advisor consist of: Sales & Consulting Create your Personal Excellence Plan with the Sales Manager and President. Identify, develop and nurture relationships with prospects and centers of influence. Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis. Deliver sales presentations to prospects and clients on new and renewal business. Adhere to TotalRISK Approach sales process. Provide risk management/loss prevention advice to prospects and clients. Cross-sell the agency's services. Ask for referrals from centers of influence and clients to generate new business. Participate in team sales situations with other Risk Advisors and support personnel. Service & Retention Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner. Assist in marketing accounts when having key relationships and/or product expertise. Review proposals prior to meeting with clients. Work with the team to design insurance plans and recommend coverages to clients. Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures. Maintain accurate client information while adhering to company SOPs. Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required). Work with the team to ensure coverage adequacy and identify resources needed to service client needs. Develop a profitable book of business for the agency and carriers. Role & Team Growth Execute the Personal Excellence Plan to ensure that the objectives are achieved. Take initiative for learning and improving technical and sales skills regularly. Attend and participate in sales meetings. Manage workload and relationships while consistently hitting monthly sales goals. Attend client related professional association events along with insurance association and company events. Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook. Deliver presentations for professional associations, community events, partner webinars, etc. Join and participate in non-profit organizations throughout the community and sit on at least one Community Board. Maintain positive relationships with employees and partners. Qualifications Must hold and maintain current California Property & Casualty License. 4+ years experience as a Property & Casualty Risk Advisor (Preferred). Proven success record in achieving sales objectives and numbers. Attained a Bachelor's Degree (Preferred). Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

Are you a people person with great organization and time management skills? Do you prefer a lot of variety in your day? Do you enjoy working in a fast-paced, multi-person office environment? Towne Properties, a leader in the property management industry, has an outstanding opportunity for you.   We are looking for a Customer Service Administrator (CSA) for our Northern Kentucky District Office in Crestview Hills, Kentucky.   The CSA is an office professional providing impeccable customer service to homeowners through face-to-face interactions, through email, and on the phone. The CSA supports the Association Managers of various COA and HOA communities through specific administrative functions of a moderately complex nature including: community mailings, inputting work orders, drafting correspondence, assisting with newsletters, and other related functions.   Scheduled hours are Monday-Friday 8:30AM – 5PM.   You offer: 2+ years general office experience Excellent customer service and communication skills Good clerical skills including modern office communication Fluent in Microsoft Word and Excel Basic math skills High school diploma or equivalent Valid driver’s license, reliable vehicle and auto insurance Drug and background check We offer: Named a Best Place to Work in 2019 and 2020 by Glassdoor Named a Top Workplace in 2018, 2019, and 2020 by The Cincinnati Enquirer Competitive pay (up to $18 hourly) and outstanding benefits A structured training program designed to help you excel in your career Unique opportunities for advancement and growth Family owned business established in 1961 Towne continues to look to the future and create communities that are “Great Places to Live, Work, Shop, and Play®.” Come be a part of it – apply and join a GREAT team today!