Essential Duties and Responsibilities
- Proactively identifies client’s needs and establishes key relationships by identifying and closing sell opportunities.
- Maintains adequate knowledge of rating procedures, coverage, and the industry to effectively manage, maintain and develop client relationships.
- Meets established production requirements.
- Responds to client inquiries in a timely manner, providing creative solutions and establishing key relationships.
- Manages the relationship and transitions maintenance to appropriate customer service representatives.
- Completes application forms and assists CSR in obtaining loss runs and other documents needed for quoting purposes.
- May be called on to submit the applications and related documents to carriers.
- Maintains knowledge of coverage and the industry to develop client relationships.
- Timely follows up with clients regarding insurance inquiries.
- Reports on a weekly basis regarding prospecting activity and sales results.
- Responsible for creating pipeline for commercial business to meet production goals.
- Consistently contacts current customers and converts them into multi-line clients.
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