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Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, and profit goals.
Core job duties include (but are not limited to):
licensed in Property & Casualty as well as Life, Accident and Health(can get licensed in 1st 60 days)
Solicits and writes new business for his/her specialist department
Coordinates with the agent and/or operations manager to provide assistance in determining proper coverage
Field underwritting and rating for new accounts
Maintains knowledge of new products and initiatives. Pursue a program for development of personal and business skills
Actively solicits expiration dates from new clients and prospects
Develops agency relationship with existing clients
Meets the product requirements and goals assigned by the agent or agency manager
Maintains monthly sales records and provides a copy for review to the agent and/or operations manager
Performs other duties as assigned
Core competencies
Business Results: Able to meet individual performance metrics and goals
Multi-tasking: Able to successfully juggle multiple priorities at any given time
Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions (eCMS)
Communication: Possess outstanding written and verbal communication skills
Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines
Teamwork: Accept feedback when offered and work well with others
Problem solving: Able to research and identify timely solutions to customer-related problems.
Physical environment
Required job duties are normally performed in a climate-controlled office environment.
Preferred skills and abilities
Four-year college degree highly preferred. High school diploma or equivalent required. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, bilingual (if applicable to area), and strong verbal and written communication skills.
Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule. Some travel is required.
