Career
Join our team today! At Smart-In, we strive to protect and support the communities, by providing a piece of mind through insurance service and giving back through charity events.
Available Positions
Insurance Advisor
- Assess client’s unique insurance needs and serve as their advisor throughout the policy cycle
- Retrieve outstanding client information, and obtain underwriter approvals for submissions outside of binding authority
- Manage claim submissions and advocate for clients throughout the claims process
- Actively pursue new business opportunities through marketing events, referrals, networking, and company-supplied leads
- Cultivate positive, long-term relationship with clients and insurers through consistent and
professional services
In-house Insurance Advisor
- Perform duties of the Insurance Advisor in a supplementary/support capacity
- Cover front desk reception, greet customers and answer phone calls during business hours
- Assist clients with coverage-related inquiries
- Assist senior advisors with change requests and review of policy renewals
- Proactively follow-up with leads and referrals to drive business growth
Competencies
Integrity, passion, patience, resilience, analytical thinking, client education & advisory, sales-driven, presentation
Technical Service Representative
- Process new business, endorsements, payments and cancellations into insurance company’s broker portal within binding authority and prescribed timelines
- Review advisors’ change requests for accuracy, and compliance with insurers’ underwriting guidelines
- Follow-up on incomplete underwriting information with advisors
- Follow-up on incomplete uploads with insurance company’s underwriter
- Assist management with special projects and perform other specific duties or functions as required
Office Assistant
- Sort and distribute internal & external correspondences, and perform other general administrative duties
- Maintain accurate and complete records in the broker management and quoting systems
- Review and process daily insurer downloads
- Obtain online driving records and distribute to advisors/representatives
- Provide administrative support to senior advisors, such as processing payments; issuing memos, binders, liability slips and loss notices
- Assist in the preparation and submission of insurance applications, and follow-up on any necessary document or information
Competencies
Organization, prioritization & time management, attention to detail, computer/typing proficiency
