Extensive computer skills, especially in Microsoft Office,
Responsibilities
Prospect and solicit new Commercial, Personal, and Benefit Insurance accounts
Consult with clients on their insurance needs
Prequalify insurance prospects for risk quality
Review expirations and claims with the Account Manager
Complete all necessary documentation and obtain signed applications
Expand role by supporting miscellaneous duties as needed
Benefits
Commission-based compensation with potential interim base salary
Opportunity for professional growth and development through diverse responsibilities
Collaborative team environment fostering independence and teamwork
Focus on customer experience and value creation
Full Job Description
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
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.
