Primary Functions:
Sales oriented position requiring advanced communication skills, a thorough knowledge of personal lines insurance products available through the agency. Capable of pursuing and closing sales of new and existing personal lines accounts and retaining assigned book of personal lines business.
Major Responsibilities
1. Achieve objectives established in annual producer sales plan.
2. Prospect for new business from existing personal lines clients, agency commercial lines clients , Bank customers and identified target groups.
3. Contact prospects for the purpose of providing a quote and making sales appointments.
4. Survey prospects to determine insurance needs, inspecting current insurance policies, risk coverage options, property, Liability, life and annuity needs.
5. Collect detailed underwriting information including quote required data and loss history.
6. Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
7. Work with service person after the sale to complete company submissions.
8. Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
9. Introduce service person to clients and request that service calls be directed to them and/or appropriate Company Service Center for all service related calls.
10. Stay informed of all claims or service issues and become involved in resolution when required.
11. Participate in renewals, when appropriate, by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare to remarket if required.
12. Maintain production reports and attend all sales meetings as required.
13. Promote agency and insurance industry in the community.
14. Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
15. Perform other specific duties and projects as assigned by agency management.
Qualifications
Proven ability to pursue and close sales. Three plus years experience in sales.