Careers

Unlike the traditional ‘producer’ jobs within most insurance agencies, the Bishop White Commercial Lines (CL) Account Executive role facilitates what many high performing insurance professionals want: ownership.  The CL Account Executive is responsible for sales and marketing, but also bears the accountability of being a licensed insurance agent. As such, integral components of the role include counseling existing clients on insurance coverages, responding to service or claims requests, and managing the overall business relationship with the client.

• Networking is a fundamental part of the sales process. The CL Account Executive will join community organizations, attend networking functions, and actively seek out opportunities to expand their social and business contacts.
• Networking and marketing activities can serve to fill the pipeline of new prospects, but the primary responsibility of the CL Account Executive is sales. This will include outbound solicitations by email, phone, and in person, in order to engage businesses to become customers, and to reach predetermined sales goals.

• New customers reach our organization through multiple channels, in addition to the sales activities of our agents. For example, from key-word searches online, from ‘agent locators’ on the websites of the insurance companies we represent, and from the social and business networks of our associates. Our most important source for new business though, is referrals from our existing clients.
• The CL Account Executive will be responsible for responding to inbound inquiries from prospective CL customers, providing education about CL coverages, completing applications for various insurance companies’ products on behalf of the prospective client, assisting the prospect with evaluating options and purchasing new insurance policies, and following up as needed to successfully engage and on-board new clients.
• These activities require a Property & Casualty insurance license.

• Commercial Lines products (insurance for small and medium sized companies) make up an important segment of our business. As these policies renew annually, the CL Account Executive will review each client’s portfolio, analyze changes made by the insurance company, and make pro-active contact with the customer to provide input, guidance, and recommendations.
• These renewal activities will help the CL Account Executive achieve predetermined client retention goals.

• Correctly handling an insurance claim is one of the most important functions of an agency. The CL Account Executive will assist their business clients when they have an accident or loss, by:
• Responding as quickly as possible, and prioritizing claims assistance over many other activities.  Helping the client file an insurance claim when warranted, and explaining the steps in the process.
• Advising the client about when not to file an insurance claim.
• Following up to ensure that the customer’s needs have been resolved by the insurance company.  Taking the appropriate steps to update the client’s policy, if changes are needed as a result of the claim.

• The CL Account Executive will navigate the technology platforms of major insurance companies, such as Nationwide, Progressive, or Columbia Mutual, and will interact on a daily basis with personnel of the insurance companies we represent (underwriters, claims professionals, service staff, etc.).
• The CL Account Executive will enter and maintain prospect and client information in Bishop White’s agency management system.
• The CL Account Executive will also be responsible for non-licensed insurance tasks, such as responding to requests for certificates of insurance from third parties, assisting clients with questions and inquiries, and making required updates to policies.

• Education: Bachelor’s degree or equivalent work experience is required.
• License / Certification / Designation: Property & Casualty license in good standing is required. For unlicensed candidates who are otherwise qualified, completion of Property & Casualty and Life & Health license programs will be required within 30 days of beginning the CL Account Executive role. Additional industry designations such as CIC or CPCU are preferred. 
• Experience: Minimum 3 to 5 years of professional experience (insurance, general business, sales, etc.). Preferred candidates will have 5+ years of experience within the insurance industry, in sales, service, claims, underwriting, or other front-line roles. 
• Full training will be provided for qualified candidates who are new to the insurance industry.

• Salary plus commission
• Bonus opportunity
• Vesting schedule for full book of business ownership
• Work autonomously from home, with the freedom to manage your own schedule

Top performing insurance professionals who want to pursue ownership generally face specific barriers: 1) the time needed (and lack of guarantee) to ‘work your way up’ within an existing agency, 2) the lack of capital to purchase a book of business outright, and 3) the inability to gain direct contracts from insurance companies as a ‘start up’ agency. The Bishop White CL Account Executive role offers the opportunity to develop a book of business within an established agency, while also building ownership of that book through a predetermined vesting schedule. As the book of business grows, support staff may be added to alleviate the burden of service work and allow the CL Account Executive to focus on new sales. Ultimately, the fully vested CL Account Executive may choose to remain connected with Bishop White Insurance, or exercise the contractually guaranteed right to separate and create a fully autonomous insurance agency of their own.

Unlike the traditional jobs within many insurance agencies, the Bishop White Client Services Agent role is a multi-functional, fully professional, full or part-time position (20 to 30 hours per week). This role requires the high-level interpersonal, problem solving, and time management skills of a degreed business person, while also providing the flexibility of working from home and setting your own hours.

• Personal Lines products (insurance for privately owned homes, vehicles, watercraft, etc.) make up an important segment of our business. As these policies renew annually, the Client Services Agent will review each client’s portfolio, analyze changes made by the insurance company, and make pro-active contact with the customer to provide input, guidance, and recommendations.
• This customer consultation requires a Property & Casualty insurance license.

• New customers reach our organization through multiple channels, such as key-word searches online or from the existing social and business networks of our agents. Our most important source for new business though, is referrals from our existing clients.
• The Client Services Agent will be responsible for responding to inquiries from prospective new customers, providing education about Personal Lines coverages, assisting the prospect with evaluating options and purchasing new insurance policies, and following up as needed to successfully engage and on-board new clients.

• Correctly handling an insurance claim is one of the most important functions of an agency. The Client Services Agent will assist customers when they have an accident or loss, by:
• Responding as quickly as possible, and prioritizing claims assistance over many other activities.  Helping the client file an insurance claim when warranted, and explaining the steps in the process.
• Advising the client about when not to file an insurance claim.
• Following up to ensure that the customer’s needs have been resolved by the insurance company.  Taking the appropriate steps to update the client’s policy, if changes are needed as a result of the claim.

• The Client Services Agent will navigate the technology platforms of major insurance companies, such as Nationwide or Progressive, and will interact on a daily basis with personnel of the insurance companies we represent (underwriters, claims professionals, service staff, etc.).
• The Client Services Agent will also be responsible for non-licensed insurance tasks, such as responding to requests for policy information from banks and financial institutions, assisting clients with questions and inquiries, and making required updates to policies.
• Responsibilities will include additional office work as assigned.

• Education: Bachelor’s degree or equivalent work experience is required.
• License / Certification / Designation: Property & Casualty license in good standing is required. For unlicensed candidates who are otherwise qualified, completion of Property & Casualty and Life & Health license programs will be required within 30 days of beginning the Client Services Agent role. Additional industry designations such as CIC or CPCU are preferred. 
• Experience: Minimum 3 to 5 years of professional experience (insurance, general business, education, etc.). Preferred candidates will have 5+ years of experience within the insurance industry, in service, claims, underwriting, or other front-line roles. 
• Educators: Teachers wishing to transition away from the classroom will also be given preferred consideration. 
• Full training will be provided for qualified candidates who are new to the insurance industry.

• Compensation commensurate with experience
• Bonus opportunity
• Work from home, flexible schedule
• Paid vacation

The benefits of this position go far beyond compensation. Expectations about our work environment have changed for many professionals in recent years, and the desire for work-life balance, autonomy, flexibility, and the room to explore purpose in our work are long-overdue revelations about what our jobs should be like. 

The Bishop White Client Services Agent role offers professional level employment on a part-time basis. As such, it would be well suited for a parent of young children who wants to continue working while also maximizing time at home, a graduate student seeking relevant work experience, or other career-minded persons looking for challenging, meaningful work while avoiding the bureaucracy, the politics, and the ‘grind’ of corporate America. This position further offers the opportunity to learn or advance your skills within the $600 billion domestic insurance industry, and to provide a unique service to the public through educating our clients – as opposed to simply passing them through a high-pressure sales process.