Personal Lines Adviser chez HAWK Advisers

HAWK Advisers is an independent insurance agency located in downtown Roanoke, Virginia.  Businesses, families, and individuals depend on HAWK Advisers to help them navigate the complexities of risk. We use a consultative approach to guide commercial, personal, and employee benefits customers through the vast insurance landscape and decision-making process.  Our mission is to be the most responsive and engaging provider of risk management and insurance solutions.

Job Summary:  The Personal Lines Adviser performs the essential functions of the position, which includes, but is not limited to, new business, service, retention, and performance standards adopted by the agency.  This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere.  

Benefits:

• Competitive Compensation
• 401k
• Health Insurance
• Short term & Long term disability
• Dental & Vision options are voluntary
• Paid time off, vacation and sick time
• Flex holidays
• Charitable PTO - Take a day off to work with your favorite non-profit
• Supportive and collaborative team environment 
• Modern work space equipped with onsite garage parking, break room, outdoor patio, and fitness center

Essential Responsibilities:

• Develop and implement an approved business plan, based on agency sales goals. 
• Pre-qualifies and analyzes coverage needs.  Recommends coverages and prepares rating quotes and proposals.
• Educates clients about coverage definitions, terms, conditions, and exclusions.
• Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system
• Contact prospects, schedule appointments, and make sales presentations.
• Actively seeks referrals and used prospect database to generate new opportunities.
• Conduct policy reviews with existing clients and makes recommendations that align with the client’s objectives and industry best practices.
• Processes renewals and remarkets insurance, as needed.
• Maintains orderly electronic files and information, following “Caught Up” Desk Management System.
• Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows-up with carrier on endorsement requests.
• Assists clients with making timely coverage changes and claims reporting.
• Facilitates customer service inquiries and requests.

Other Duties & Responsibilities:

• Keeps a professional appearance, positive attitude, and organized work area.
• Ability to organize, prioritize and work under pressure at times; team player
• Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current. 
• Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.
• Perform other miscellaneous duties as assigned by agency management.

Education & Experience:

• 1-2 year-related experience and/or training; or equivalent combination of education and experience.
• Active VA resident or non-resident property & casualty insurance license (preferred).
• Must hold a valid driver’s license.