Established Insurance agency seeking a commercial lines producer person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.
Job Description:
Full knowledge of insurance products and usages
Ability to advise and consult with clients
Manage workflow of assigned book of business and delegate workflow
Build and maintain active pipeline with qualified prospects
Solicit and close new business
Maintain accounts in accordance with organizational guidelines
Service and monitor account activity.
Call existing insured to compliment or “round out” accounts.
Work strategically with sales staff to optimize relationships and protect client’s business.
Perform special projects as directed by the VP, Commercial Lines.
Review policies and coverage for accuracy and rating calculations.
Process endorsements, placement requests and invoicing.
Complete and prepare certificates, proposals, policy summaries and reviews.
Develop and maintain excellent relationships with our partners, carriers, and vendors.
Responsible for marketing process & quoting new and renewal business
Requirements:
2+ years of experience handling Commercial Insurance Accounts
Sales minded and motivated
Ability to meet/w clients and discuss insurance mitigation strategies
Must hold an active state P&C License.
Excellent Customer Service and Organizational skills.
Strong written and verbal communication skills
Seniority level
Entry level
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Banking, Financial Services, and Insurance
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