Summary

Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, and profit goals.

Core Job Duties

Core job duties include, but are not limited to:

• Must be licensed in Property & Casualty as well as Life, Accident and Health
• Solicits and writes new business
• Coordinates with the agent to provide assistance in determining proper coverage
• Field underwriting and rating for new accounts
• Maintains knowledge of new products and initiatives. Pursues a program for development of personal and business skills
• Actively solicits expiration dates from new clients and prospects
• Meets the production requirements and goals assigned by the agent
• Maintains monthly sales records and provides a copy for review to the agent and/or operations manager
• Performs other duties as assigned

Core competencies

• Business Results: Ability to meet individual performance, metrics, and goals
• Drive and Productivity: Able to bring about great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
• Innovation: Accepts innovation and improvement recommendations Communication: Acceptable verbal and written communication skills Teamwork: Accepts feedback when offered and works well with others

Preferred Skills and Abilities

• Four-year college degree preferred.
• Previous customer service experience highly preferred.
• Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, and strong verbal and written communication skills.

Note: This position may require having the flexibility to work non-standard hours/shifts and having the ability to adhere to a structured schedule.

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