Responsibilities
Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support
Anticipate, respond to, and follow up on all existing client needs
Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation
Present policies to insured and educate them on coverages and rates
Support and prepare clients for renewal and retention, and maintain strong client relationships
Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance