Combined Agents of America, LLC

Producer

• 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

Personal Lines Producer

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients
• 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 partner, network, and plan for new clients and business opportunities
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed
• Support and prepare clients for renewal and retention and maintain strong client relationships
• 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
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing

Commercial Lines Producer

Insurance

• 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.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• 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.

Insurance Agent

• Responsible for quality service, sales functions when applicable, to all Commercial Lines Dodge Partners clients
• Assist the producers in managing a book of business; including new and renewal marketing and placement
• Work in conjunction with the Commercial Lines team, to service or market, each account collaboratively, efficiently and timely
• Develop and maintain the highest degree of rapport between producers, clients, prospects, carriers and agency personnel
• Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions, change requests and other responsibilities
• Responsible for the completion and accuracy of requests submitted to carriers
• Consult and inform producers of important account activities
• Quote new commercial lines business for producers leveraging agency resources, technology and carriers
• Remarket existing business based on service team requests or to meet client expectations
• Develop and maintain a partnership and process with the service team to obtain quality quotes and remarkets
• Prepare all types of commercial lines business that aligns with carrier and industry standards
• Monitor work flow and suggest solutions to meet deadlines
• Provide comprehensive attention to detail and thorough documentation to support E&O standards
• Develop processes and conduct training for the Commercial Lines Department
• Maintain proper documentation and task management in Worksmart to sustain accurate customer and prospect files
• Negotiate with carrier underwriters and company personnel in a timely and professional manner
• Keep informed of the insurance industry through independent study, continuing education, and agency resources
• Reasonable and reliable attendance and timeliness when reporting to work and completing work
• Interact well with others

Account Manager

• Maintain and maximize profitable relationships with clients
• Grow the book of business through new client sales
• Identify, qualify, and develop commercial insurance opportunities
• Foster and maintain relationships with clients and prospects
• Respond to and follow up on existing client needs
• Partner, network, and plan for new clients and business opportunities
• Monitor, review, and report on key metrics to ensure sales targets are achieved
• Collaborate with team members and mentor staff
• Support and prepare clients for renewal and retention
• Review client audits and maintain A/R and billing

• Proactively identify and pursue new business opportunities in the commercial insurance market.
• Build and maintain strong, long-lasting relationships with clients.
• Analyze client businesses to assess their insurance requirements and risks.
• Develop and execute sales strategies to meet and exceed sales targets.
• Oversee the policy administration process, including policy issuance, renewals, endorsements, and claims.
• Stay up-to-date with industry regulations, changes in insurance laws and compliance requirements.
• Identify opportunities for cross-selling other insurance products or additional coverages to existing clients.
• Keep abreast of industry trends, competitor offerings, and market conditions.
• Continuously improve knowledge and skills through training, workshops, and industry certifications.

Personal Lines Producer

Commercial Lines Producer

Insurance Agent

Insurance

Account Manager

Commercial Lines Insurance Producer