Insurance Agent (Essex Jct., VT)

Insurance Agent (Essex Jct., VT)

11 Jul 2019

Insurance Agent (Essex Jct., VT)

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P&C Licensed Preferred but willing to train the right candidate.


Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;

Analyzes and compares current exposures and develops renewal or new business specifications for marketing;

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;

Reviews and summarizes marketing results and prepares proposals;

Finalizes proposals and presentations in coordination with Producer;

Binds insurance coverage and prepares binders and/or delegate certificates issuance;

Reviews policies for accuracy and review contracts;

Prepares summaries and/or schedules of coverage for clients;

Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

Engages in optimal and appropriate usage of applicable agency management systems;

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