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