Licensed Insurance Account Liaison
at Qualfon

Date Posted: 5/14/2019

Job Description

Individuals in this role will provide service to both new and existing personal lines clients, including the marketing and placement of both prospects and existing accounts; nurture strong, collaborative relationships between the producer, clients, carriers, and teammates; maintain enhanced level of technical expertise through ongoing commitment to professional development; and develop subject matter expertise.

Key Responsibilities

  • Manage an assigned book of business, with emphasis on more complex accounts, including data entry of application information into management system and/or specific rating and underwriting system.
  • Provide active account management for all existing clients including account rounding, renewals, and customer service for all policy changes, servicing, and claims.
  • Ensure retention of all customers by remarketing the Company at policy renewal periods and recommends changes as needed to ensure high quality coverage.
  • Research and analyze data contributing to the development and enhancement of a client's insurance program and recommend appropriate coverage.
  • Perform data entry functions on management system, assisting others as needed. Uses other online resources as needed.
  • Maintain property/casualty licensing, CE, and/or other accreditation as appropriate.
  • Maintain confidentiality of all information related to clients, customers, employees and carriers.

Qualifications and Skills

  • Certificate Program, Associate's, or Bachelor's degree is preferred.
  • Prefer to have a minimum of five years' experience as an Account Liaison. Private Client experience desired.
  • Extensive understanding of personal lines insurance markets, products and usages, including but not limited to, account exposures, insurance coverages, and the quoting process required in order to effectively manage client accounts required.
  • Possess a supportive and responsive manner with internal and external customers.
  • Attention to detail, flexibility, and sound organization and time management skills are critical.
  • Demonstrates excellent technical skills; is a self-starter and problem solver.
  • Has the ability to perform multiple tasks in a complex working environment accurately and proficiently.
  • Customer-centric, professional approach in working with a variety of people.
  • Sufficient oral and written communication to prepare required reports.
  • Ability to work within a team as well as independently with little supervision.
  • Ability to effectively prioritize and plan work activities, use time efficiently, prioritize tasks, and meet deadlines with high level of detail and accuracy.
  • Must be flexible, with the ability to quickly adapt to unexpected change and daily needs.
  • Must be licensed in Property and Casualty and eligible to obtain nonresident licenses in all 50 states.
  • Intermediate level of proficiency using Microsoft Office including Outlook, Word, and Excel.


About Dialog Direct
Dialog Direct is a marketing and customer engagement solution provider focused on helping brands connect and engage with their customers to generate leads, increase sales and provide superior customer engagement solutions that create remarkable experiences. With more than 3,500 team members across 11 locations, the company offers a full range of sales and marketing support services direct marketing, campaign management, customer service and sales, order fulfillment, eCommerce and data analytics to help its clients build lifelong customer relationships.


Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity.

All candidates will be required to complete and pass a background check. All candidates selected will also be processed through E-Verify. E-Verify is an Internet-based system that allows businesses to determine the eligibility of their employees to work in the United States.

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Job Snapshot

  • Employee Type: Full-Time
  • Location: Troy, MI
  • Job Type: Insurance
  • Experience: Not Specified
  • Date Posted: 5/14/2019

About Us

Your Qualfon career starts right here. Qualfon is growing and we are seeking individuals that are looking to grow with us. Our foundation is our people and they are the primary reason we exist… to create opportunity. Opportunity for a new job, opportunity to have a fun and respectful work environment, opportunity to receive the support that you need both personally and professionally to grow in your own life’s vocation, and the opportunity to be a part of something bigger… the Qualfon family and the communities in which we live and work.

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