Lamb Insurance Services
  • Conshohocken, PA, USA
  • Full Time

The Insurance Production Associate will assist the Sales Manager and Executive Producers with a variety of professional tasks in support of new business and servicing the agency's existing clients.

Job Responsibilities:

The Insurance Production Associate is Responsible for the timely and accurate completion of tasks as assigned by the Sales Manager. Tasks will largely be focused around preparing new business opportunities to be submitted to Lamb's marketing team.

Provide day to day servicing to internal clients (Sales Managers, Executive Producers, and Senior Producers (as needed).

Assist with maintaining and formatting exposure schedules, preparing / reviewing applications, obtaining loss runs and creating loss summaries.

Research/investigate issues as needed (for instance, Experience Modification Factor changes)

Set up new prospects and opportunities in the Lamb's proprietary system.

Prepare audit, bench-marking, and proposal information for new business and large account renewals.

Continuous, clear, and professional verbal and written communication is necessary with clients, carriers, and internal team members. Other similar tasks, as assigned.

As experience grows, begin servicing and engaging prospects.

Responsible for learning, understanding and adhering to our internal timelines, protocols and workflows.

Job Requirements:

4 year College Degree, preferred

1 to 4 years of experience in a similar position on the agency or corporate side, preferred

Current P&C Producer License, preferred

Team player

Highly comfortable with using various types of computer technology in a fast-paced environment, including strong usage of Excel.

Successful completion of Agency's internal training program

Experience with workers compensation, general liability, auto liability, professional liability, property insurance coverage's preferred

Excellent verbal and written communication skills in English

Ability to thrive in a fast-paced, entrepreneurial environment

Attention to detail, take ownership of your work and make sure it is accurate.

Ability to manage multiple, simultaneous deadlines

Investigative mindset

Service-oriented, understands how to anticipate internal and external client needs and make it easy for them to conduct their business. Also, response time within 24 hours.

Demonstrates our Core Values: Work Ethic, Passion, Caring, Technical Expertise, Dynamic

Lamb Insurance Services
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