Standards of Performance
- Actively support and incorporate company mission and core values into daily activities.
- Maintains a positive and respectful attitude with colleagues.
- Works as a team member to achieve department goals and overall company goals.
- Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity.
- Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
- Consistently reports to work on time prepared to perform duties of position.
- Demonstrates leadership skills and continually leads by example.
Essential Duties
- Write new accounts in keeping with agency and individual goals.
- Provide client service in support of sales duties.
- Be involved in the renewal process of assigned accounts.
- Negotiate annual new and renewal production goals.
- Develop prospects through an organized direct solicitation program, referrals from present accounts, target marketing leads, community affairs, affiliations, and other contacts.
- Develop all information and recommendations for prospective accounts, present proposals, and adhere to agency policies and procedures for writing a new account.
- Gather the information and risk management recommendations regarding the renewal of designated accounts, and deliver the renewals and/or binders with assistance of account managers.
- Establish the payment arrangement within agency policies and procedures for each new and renewal account.
- Handle phone calls from clients and companies.
- Perform periodic service calls on designated accounts.
- Conduct special projects at the requests of designated accounts.
- Direct technical services and claims personnel to accounts, when necessary.
- Obtain and follow up on information concerning underwriting, claims, etc., as requested by the account manager, claims coordinator, or sales center coordinator on new business and prospects.
- Maintain a concern for timeliness and completeness when interacting with customers, agency employees, and company personnel, to minimize potential for errors and omissions claims.
- Participate in classes and seminars for skill and knowledge development, and complete training schedule, as directed by management.
Authority
- Solicit business and submit applications to the proper agency department.
- Bind coverage within limits established by the agency and insurance companies.
- Collect premiums on behalf of the agency.
Qualifications
- Aggressive and assertive self-starter with the ability to influence others.
- Excellent verbal and written communication skills.
- College degree.
- Licenses as required by the State Department of Insurance.
- Previous sales experience.
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