What are the responsibilities and job description for the Insurance Business Development Specialist position at NAPAA?
Job Description:
The role of a Personal Lines Producer at NAPAA is multifaceted, focusing on maintaining profitable relationships with clients and expanding the business through new client sales. This position requires fostering excellent client relationships, identifying opportunities, and delivering top-notch customer service.
Responsibilities:
The role of a Personal Lines Producer at NAPAA is multifaceted, focusing on maintaining profitable relationships with clients and expanding the business through new client sales. This position requires fostering excellent client relationships, identifying opportunities, and delivering top-notch customer service.
Responsibilities:
- Qualify and develop insurance opportunities with new and existing clients through in-person, online, phone, or written communication.
- Maintain strong relationships with clients and prospects by providing timely quotations, regular follow-ups, and general account support.
- Anticipate and respond to client needs, round accounts, solicit increases in coverage, and network for new clients and win-backs.
- Secure best coverage and rates for insured clients, process quotes, bind insurance, and provide necessary documentation.
- Present policies to clients, educate them on coverages and rates, and foster long-term relationships.
- Support renewal and retention efforts, maintain client relationships, and anticipate client needs.
- Monitor key metrics, execute sales activity documentation, and collaborate with team members.
- Stay informed about industry developments, product information, legislation, and technology to improve performance.
