Apply
Job Type
Full-time
Description
Primary Responsibilities:
Actively manage leads and prospective clients on a daily basis and utilizes the Agency’s technology for tracking leads, activities and action items.
Meet production goals/requirements as set by the Agency
Conducts research of external information
Ensure and anticipate accurate and timely servicing of client needs on a diverse book of commercial lines insurance business.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Identify prospective clients, obtain and maintain data about their financial resources and needs.
Utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.
Prepare and conduct sales presentations to prospective and existing customers on new and renewal business.
Maintain thorough knowledge in market, industry, and economic and administrative trends to better serve customers.
Design insurance programs, recommend coverages, and change and/or implement client programs.
Presents the solutions to clients and negotiates compensation effectively.
Creates a client-specific business plan to ensure growth, retention, and cross-sell goals are met.
Ensures quality of deliverables and enforcement of critical deadlines through effective communication.
Leads communication between the client and the service team members.
Generates accurate budget projections, monitors progress and provides updates to leadership.
Seeks feedback on firm’s execution of renewals through ongoing client dialogue.
Maintain a strong understanding of Property & Casualty coverages.
Maintain expert knowledge of one of more specialty industry groups.
Contact prospective clients and explain features and merits of policies offered.
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Obtain and maintain all licensing and continued education requirements.
Develops and maintains relationships with clients, prospects, carriers, vendors and other firm advisors/employees.
Knowledge, Skills and Abilities:
Demonstrable evidence in your ability to generate substantial new business,
Ability to think innovatively, creatively, critically and logically to provide value added insurance and risk management solutions to clients.
Strong interpersonal skills, including relationship building & maintenance.
Excellent communication (verbal and written), analytical, presentations & organizational skills.
Self-motivated with the ability to work collaboratively as part of a team or individually in a fast paced, dynamic environment where superior time management and prioritization skills are essential.