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