Agent/ Account Manager

Agent/ Producer Personal/Commercial Lines 
Responsibilities: 

1. Sales are a primary responsibility for an agent/ producer.

• As an agent, you will play a crucial role in driving our company’s growth by leveraging their expertise and client relationships in the personal and commercial insurance sector

• Meet new business production goals and objectives as established.
• Generate and Develop insurance quotes, make sales presentations and close sales.
• Take the opportunity to cross and up-sell

• Proactively develop and maintain client relationships, ensuring high levels of customer satisfaction and retention

• Assist account manager or other team members when needed

• Identify and target potential new clients, utilizing a deep understanding of the personal and commercial insurance market and competitive strategies
• Present, promote, and sell personal and commercial insurance policies using well-developed persuasion and understanding of client needs
• Effective time management and organizational skills
• Analyze clients’ insurance needs and financial status to propose protection plans that meet their requirements
• Negotiate policy terms and conditions with clients and insurance providers
• Stay up to date with new products and enhancements in the insurance industry
• Provide detailed reports on sales activities, performance, and market analysis
• Collaborate with the underwriting team to facilitate risk selection and policy issuance
• Solicits for new business via telephone, networking, and other lead sources.
• Market and develop rapport with business owners as well other professionals, such as Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc. in the area.

• Get involved with associations, chambers and other networking organizations.

• Personal Time Off (PTO) - After 90 days of full-time employment, 120 hours.
• Paid Holidays
• Health, Dental and Vision Insurance
• 401K