- Prospects, solicits, quotes and consults for new Commercial, Personal and Benefit Insurance accounts
- Counsels and markets to existing clients
- Prequalifies insurance prospects for insurability and quality of risk
- Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
- Completes all required applications and documentation; obtains signed application
Other functions of the job:- Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role: - Minimum of three (3) years' experience in a similar or related position
- Extensive sales skills and customer service focus
- Ability to generate new business sales, retain existing business and cross sell other lines of business
- Relevant understanding of insurance documents and policy forms
- Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
- Pertinent knowledge of insurance markets and special programs
- Property/Casualty license; Insurance designations preferred
- Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
- Independence and ability to function well on a team
- Incredible attention to detail and organizational skills
- Positive attitude, even in a high stress environment
- A need to make customers and coworkers feel important and valued
- Capability to work quickly and efficiently
- Methodical, yet swift decision-making skills especially in regard to prioritization
- Participates in projects on an as-needed basis
- Precise communication skills, even under time constraints
Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant's experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.
