Responsibilities

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Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication

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Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support

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Anticipate, respond to, and follow up on all existing client needs

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Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs

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Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation

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Present policies to insured and educate them on coverages and rates

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Support and prepare clients for renewal and retention, and maintain strong client relationships

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Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner

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Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed

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Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance

This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.