- Business Development: Prospect and generate new commercial lines clients through networking, referrals, and direct outreach.
- Sales & Consultation: Meet with business owners and decision-makers to assess risks, understand coverage needs, and present tailored insurance solutions.
- Client Relationship Management: Serve as the primary point of contact for clients, ensuring excellent service and high retention. Partner with account managers and service teams to deliver day-to-day policy support.
- Market & Carrier Collaboration: Work with carrier representatives and underwriting teams to secure competitive pricing and coverage options.
- Renewal & Cross-Selling: Conduct annual policy reviews, identify coverage gaps, and cross-sell additional products (home, auto, life) where appropriate.
- Compliance & Documentation: Maintain accurate records of prospecting, sales activity, and client communications in the agency management system.
Preferred
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Dedicated: Devoted to a task or purpose with loyalty or integrity
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Enthusiastic: Shows intense and eager enjoyment and interest
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Innovative: Consistently introduces new ideas and demonstrates original thinking
Preferred
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Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business
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Goal Completion: Inspired to perform well by the completion of tasks
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Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
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Self-Starter: Inspired to perform without outside help
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
