Job Description

As one of the largest agencies in Vermont, HICKOK & BOARDMAN INSURANCE GROUP offers a combination of professionalism and knowledge that have been attracting our customers since 1821. Our focus is to provide outstanding service to our clients, which is accomplished through our staff. We offer competitive salaries and a full benefits package to attract and retain quality personnel. We are currently looking to add our team an exciting opportunity as a INSURANCE PRODUCER/CLIENT ADVISOR

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Achieve objectives established in annual Client Advisor sales plan.

• Prospect for new business from existing clients and identified target groups.

• Contact and qualify prospective clients for the purpose of examining current coverage and determining insurance needs.

• Collect detailed risk and underwriting information including survey data and loss history.

• Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles and other pertinent information.

• Collaborate with Business Insurance Account Service Manager to ensure complete company submissions and account service, including claims issues.

• Anticipate future needs for established client to renew and upgrade accounts.

• Maintain production reports and attend all sales meetings as required.

• Develop long-term relationships with clients and underwriters.

• Promote agency and insurance industry in the community.

• Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance.

• Develop positive working relationships with clients and company personnel.

• Work as a team with other staff members to achieve production and agency goals.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

COMPETENCIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

• College degree and previous experience in Business Insurance; however, appropriate experience may be substituted, required
• Active agent’s license, required
• Minimum of three years of insurance experience in Business Insurance, required

TECHNOLOGY SKILLS:

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• Agency Management Experience preferred

OTHER QUALIFICATIONS:

• Able to work independently and enjoy a high degree of interaction with team members
• Self-motivated and driven
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Ability to maintain a professional demeanor and positive attitude

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