Position Overview

This position supports the Account Executive with responsibilities related to client management and retention.

Essential Duties and Responsibilities

• Responsible for identifying, soliciting and closing new business for the company
• Generate an ongoing list of prospects
• Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients
• Ability to identify opportunities for cross-sell of other lines of insurance
• Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage
• Identify opportunities to round out accounts for existing clients
• Maintain client relationships and retention of accounts through agency’s renewal workflows.

Qualifications

• 3-5 years of experience working in an insurance brokerage or carrier
• Personable and highly motivated to grow personal success
• Good written and verbal communication and presentation skills
• Excellent organization and follow-up skills
• Excellent listening skills with strong customer focus
• Applied Epic or similar agency management software experience, preferred
• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

Last updated : 2024-06-23