Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
Spend approximately 50-60% of the time outside with the customers and new business opportunities.
Provide customer relations with all levels of client decision-makers as well as the day-to-day technical client representatives.
Follow up to address customer needs and resolve their problems/issues.
Ensure the proper resources within the organization are involved with the customer and introduce new products through the other core business groups where appropriate.
Develop and oversee customer service plans for each client and understand the needs of the customer.
Document sales, prospecting information into the sales management database.
Encourage and motivate team members to achieve or exceed agency standards.
Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements.
Present proposal to customers ensuring appropriate team members and resources are represented/attend.
Promote teamwork and commitment to department/agency goals.
Follow Agency guidelines, policies and procedures.
Remain current on industry trends and information, new product development, legislation, coverages and technology.
Remain up to date with current market conditions and status of competition.
Requirements
Valid Producer license in good standing
Ability to independently visit clients, prospects, and make related calls to other approximately 75% of the time.
Ability to travel for industry and carrier events approximately 10% of the time.
Exceptional communication skills.
Strong sales skills.
Ability to maintain a high-level of confidentiality.
Proficient with MS Office Suite.
Familiarity of agency management system as well as other applications related to insurance sales. (Preferred)
College degree in Business Administration, Insurance, Risk Management or related field or equivalent combination of education and experience. (Preferred)
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance