• Take application data from producer to make accurate submissions to insurance companies. 
• Quote business via online rating when available. 
• Follow up on outstanding quotes with underwriters. 
• Assist in, if requested, obtaining accurate information from prospects; including completing applications, supplemental questionnaires, surveys, and other related documentation to provide complete, comprehensive submissions. 
• Take insurer quotes and transposes figures into pre-packaged presentation materials for sales department. 
• Assist and eventually handle the new business transaction once a prospect says “yes”. 
• Handle the transition process between sales and service by entering “applications” into “policies” into Agency Management System (AMS360) and helping to coordinate the transition process between sales and service via Sovereign’s client onboarding process. Tasks could include creating binders, ID cards, forwarding pending items or corrections, new business introductory emails, client setup, or any other task required by Sovereign. 
• Assist in keeping detailed benchmarking spreadsheets to help create and maintain an accurate database of current rates, if requested. 
• Accurately document client files and electronic files as to coverage discussions, quotes, declinations, and coverage changes or declined. 
• Facilitate quality control on new business.  
• Perform other duties as assigned. 

• A valid resident Property & Casualty insurance license is required; or the ability to obtain and maintain a valid state insurance license (agency may assist).   
• Excellent written and verbal communication skills. 
• Goal-orientation and excellent time management skills. 
• Self-management aptitude and drive to continuously learn. 
• Ability to respond timely thoroughly when interacting with clients, agency, and company personnel. 
• Keen sense of detail and highly organized. 
• Ability to quickly learn and use new technology and tools.  
• Ability to work well in a team environment while maintaining dedication to growth and quality customer service.  
• Strong ability to manage complex workflows.  
• Proficiency in Microsoft Office products (Word, Excel, Outlook) and ability to learn other agency related IT platforms such as AMS360, ImageRight, and insurance carrier websites. 

• Bachelor’s degree or at least three years of relevant work experience 
• At least one year of experience with property & casualty insurance preferred 

• Salary: $55,000-$70,000 per year
• Health insurance, vision, dental, life insurance, and short-term disability insurance. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
• 401K with employer matching.
• PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.  
• Hybrid and remote work options available.
• A casual office environment with a dedicated and professional team.
• The opportunity to work in a unique role that is both challenging and fulfilling.

About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion.

We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.