Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property & casualty business .
Assist in cross-selling/up-selling insurance products to existing customers .
Promote Midwest Heritage financial products and services to existing and current customers .
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers .
Collect all required client data and information for development of a professional sales proposal .
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets .
Participates in training on Midwest Insurance Services sales processes, systems, and practices.
Continues to further knowledge of commercial products and service offerings.
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.
Actively involved with industry and community organizations.
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling .
Effectively manages workload to achieve excellent client service results .
Timely and efficient follow-up with carriers, clients, and prospects .
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments .
Demonstrates a positive attitude and builds customer focused relationships with staff .
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed .
Reports to work when scheduled and on time .
Learn and proficiently use various carrier websites and quoting/renewal procedures.
Develops and maintains positive relationships with insurance carriers and vendors .
