The Sinnott Agency, Inc.

Producer

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients
• Foster and maintain excellent relationships with clients and prospects
• 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
• Collaborate with team members, mentor staff, and provide expertise
• Support and prepare clients for renewal and retention

Commercial Lines Producer

• Identify, qualify, and develop personal insurance opportunities with new and existing clients
• Foster and maintain excellent relationships with clients and prospects through regular follow-up
• Anticipate, respond to, and follow up on all existing client needs
• Actively prospect round accounts and solicit increases in existing client coverage
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage
• Present policies to insured and educate them on coverages and rates
• Support clients for renewal and retention
• Monitor, review, and report on key metrics to ensure sales targets are achieved
• Collaborate with team members, mentor staff, and provide expertise

Personal Lines Producer

Account Manager

• Identify, qualify, and develop commercial 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 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.