Report to the Chief Operating officer, to provide commercial line customers with management/services of their insurance program by obtaining, maintaining, and expanding the services of assigned small market accounts, mainly consisting of cannabis and premiums from 75,000-150,000 in premium.

ESSENTIAL JOB FUNCTIONS:

Gather the needed information for each quote, enter the quote data into the agency provided quoting software, discuss results with individual sales teams

Complete applications, obtain signatures when instructed and issue policies as directed by the sales teams

Represent the agency in a professional, ethical and courteous manner that is consistent with the image of the agency

Develop and maintain relationships with clients to retain business

Receive & return calls in a timely and courteous manner, providing a positive sales experience

Solicit and develop additional lines of business to the agency

Insert data into computer for use in managing the account

Maintain a courteous and effective relationship with clients, co-workers, insurance carriers and business contacts and represent the agency in an ethical and professional manner

Accurately document each interaction with all customer in the agency management system

Consistently look to prioritize the placing of business

Follow process to gather needed information and quote all applicable insurance carriers through the agencies rating software

Perform account transactions such as quotations, applications and binders for New Business & Rewrites

Answer tp customers promptly, accurately, professionally and effectively

Maintain the confidentiality of companies and client information

Prepare and complete questionnaires, documents and adjust accounts in accordance to agency procedures and standards

EXPERIENCE:

High School Diploma Property and Casualty License Life and Health License Professional designation encouraged

3 years of P&C insurance experience required

Job Type: Full-time

Salary: $50,000.00 to $75,000.00 /year