Job description

Kennebunk Savings operates on the shared belief that Helping One Another Is the Right Thing To Do. Our Core Values– Trust, Integrity, Proactive and Empathy provide the guide posts for how we support that belief. They guide our day to day actions – from the way we build relationships, to how we make decisions and problem solve, to how we interact with one another. Our Core Values form the foundation of our culture. Embodying them forms the basis of what makes for a successful employee at Kennebunk Savings.

Scope of Work:
Under the guidance of the Kennebunk Savings Insurance Personal Lines Manager, this candidate will service a book of business that they will be responsible to retain. In addition, they will cross sell business and provide customer support to the personal lines department.

Essential Functions (3):

• Daily Servicing - Process a variety of items inclusive of but not limited to: Binders, Policy Changes and ID cards, Claims, Cancellation Follow ups, client inquiries and communicate with carriers accurately and efficiently.
• Renewal Review & Marketing: Review and if necessary re-market existing accounts in order to provide the client with the strongest coverage for the best price. Accounts are generally average in complexity.
• Retention – The book of business must be retained at or above the agencies retention ratios.

Other Duties & Responsibilities:

• Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
• Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
• Consistently emphasizes the importance of teamwork in the department and company at large
• Responsible for keeping abreast of company news and information
• Responsible for completing required training and policy review
• May serve on various committees
• Willingness to take on additional tasks and duties

Certifications & Licenses Required:

• Property & Casualty License
• CIC,CISR or AAI designation preferred

Desired Knowledge, Skills & Abilities:

• Proficiency with Insurance Property & Casualty Coverages, Carriers & Products
• Displays high level of regard for trust and confidentiality
• Proficient in Microsoft Office Products and Carrier websites.
• Displays strong written and verbal communication skills
• Displays strong organization skills and the ability to multi-task to meet established deadlines
• Demonstrates a high level of accuracy and attention to detail
• Effectively uses analytical skills to solve coverage issues as well as identify client needs.
• Prior knowledge of Insurance Requirements is preferred
• Ability to adapt to change

Desired Job Experience:

• 5 years of related insurance experience
• Experience in a professional, service focused and fast-paced environment

Desired Education:

• High school or General Education Diploma

Working Conditions & Minimum Physical Requirements:

• Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards
• Dexterity of hands and fingers to operate a computer and other office equipment
• Lifting and moving of moderately heavy objects on occasion
• Normally seated for extended periods of time

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
Last Updated 9/23/2019

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