Key Responsibilities
Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages
Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures. Collect premium deposits and record payments
Assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities
Counsel & advise customers including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries. Provide customer service & support within the agency on an “as needed” basis.
Achieve established sales production goals
Ensure new business is consistent with the agency’s standards for acceptable business as this impacts agency loss ratios and profitability
Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts
Update the agency management system fully to document client interactions to ensure service team can understand what’s going on and to protect agency from E&O issues
Properly follow established workflow and documentation standards
Follow up on Suspense Items in a timely manner
Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy
Prepare regular reports detailing sales and other activities as requested
Maintain proper insurance licensing
Responsible for maintaining positive relationships with customers and co-workers
Perform other related duties as assigned
Skills Required
- Maintain proper insurance licensing
Arbella Insurance Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Arbella Insurance Group and has not been reviewed or approved by Arbella Insurance Group.
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Healthcare Strength — Feedback suggests comprehensive medical, dental, vision, mental‑health resources, and onsite health services are a standout element of the package. Wellness options like fitness resources and reimbursements further elevate perceived value.
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Retirement Support — Feedback suggests a 401(k) with company match and immediate vesting, along with profit‑sharing/employer contributions, strengthens long‑term financial support. These features are positioned as core components of total rewards.
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Leave & Time Off Breadth — Generous PTO, paid holidays, and additional leave programs (parental/adoption) are frequently highlighted as positives. Flexible/hybrid scheduling complements time‑off breadth and supports work‑life balance.
Arbella Insurance Group Insights
What We Do
Founded in 1988 in Quincy, Massachusetts, Arbella provides affordable car, home, and business insurance in Massachusetts and Connecticut, and business insurance in New Hampshire and Rhode Island. Our vision is to be the best property and casualty company in the Northeast. Period. We are proud to be consistently recognized as one of the Best Places to Work by the Boston Business Journal. We think you’ll find Arbella to be a different kind of insurance company – one that does good for our employees, our customers, our independent agents, and our communities. Our people are caring, collaborative, passionate, and involved, and we work hard to support their total well-being. Arbella is a good place to be. Come explore what it can be for you. Arbella. Here. For Good.
