Responsibilities
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Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication
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Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support
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Anticipate, respond to, and follow up on all existing client needs
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Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs
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Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation
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Present policies to insured and educate them on coverages and rates
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Support and prepare clients for renewal and retention, and maintain strong client relationships
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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
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Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed
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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