SUMMARY OF RESPONSIBILITIES:
Responsible for servicing assigned personal insurance accounts in accordance with the practices, policies, and procedures of the Company.
SPECIFIC RESPONSIBILITIES:
Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
Develop and maintain relationships with clients to ensure that all service needs are met.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals .
Gather information from clients and prepare applications regarding new and/or renewal coverage.
Prepare policy quotes based on client's needs, rates and coverages.
Prepare all transactions for assigned accounts, i.e., applications, invoices, forms.
Maintain the accuracy of data in the agency management system.
May handle collections of premiums due.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Meet KPI goals as established.
Other responsibilities as assigned by Manager.
QUALIFICATIONS :
Experience servicing personal accounts within an insurance agency. - 3-5 years
Thorough knowledge of personal lines coverages and markets.
Experience with an electronic agency management system.
Active Producer license
Excellent organizational, interpersonal, communication skills and ability to work in a team environment