Summary
The Agent is responsible for the solicitation and sale of new business and retention of existing business. The agency requires that the Agent model: honesty, teamwork, professionalism and a strong work ethic.
Essential Functions
- Prospect and sell new business accounts and additional lines of coverage to existing clients consistent with established new business goals.
- Design insurance programs for new and existing accounts; prepare and deliver proposals.
- Facilitate the gathering of data and leads in the preparation of underwriting submissions.
- Responsible for retention of existing clients and the quality of service they receive.
- Review claims and ensures necessary action is taken by the claims servicing organization, assists when necessary.
- Establish and maintain good working relationship with insurance company representatives (underwriting, claims, loss prevention, etc.)
- Pursue professional studies, maintains a familiarity with trends in the industry, with new insurance products, and complies with continuing education requirements.
- Responsible for the collection of money, arrangement of financing, or canceling coverage.
- Participate in the development of new marketing resources.
- Participate in and facilitate relationship management with insurance companies and their representatives.
Attributes of a Successful Applicant
- P&C agent's license.
- Self-starter; imaginative; creative; with good communication skills, both verbal and written along with ability to interpret abstract information.
- Understanding of commercial underwriting and coverage.
- Strong written and oral communication skills.
- Strong time management skills.
- Single minded/goal oriented personality.
- Strong computer skills with an emphasis in MS Office, including Word, Excel and Outlook and experience using integrated database programs, such as The Agency Manager (TAM).
- College education or equivalent experience.
- Ability to work in fast-paced, multiple-tasking environment.
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