Sell new business to ensure continued profitable growth. Prospect
for new clients, sell additional insurance coverage to existing
clients, and retain existing accounts.
PERFORMANCE STANDARDS
Meet personal and agency objectives for production of new
business and retention of existing accounts. |
QUALIFICATIONS
Product knowledge, college degree preferred. Prior sales
experience and good communication skills essential. CIC,
CPCU, CHFG, CLU, completion essential
DUTIES
Maintain prospect list of clients for agency's targeted business.
Contact prospects, schedule appointments, and make sales
presentations.
Accurately and thoroughly complete survey and application
form before submitting to CSR and Underwriter.
Arrange payment terms for all accounts in accordance with
agency credit and collections policy.
Cooperate in gathering information on renewals. Deliver
renewals and/or binders following agency guidelines.
Balance production to achieve desired mix of business.
Promote products of carriers that the firm has identified as
important.
Keep abreast of trends and techniques, and use agency selling
aids to maintain a competitive status for the agency within the
industry.
Attend sales seminars, company sales meetings, or educational
activities needed to improve sales techniques and stay up-to date on the latest developments in the marketplace.
Participate in/direct any special projects at management's request.
