What helps in growing a company? New business! We are a local insurance agency who is constantly growing and is in need for a motivated and hardworking individual to join our Commercial Lines Insurance New Business team. If you like a demanding, fast-paced environment, while having to prioritize and staying organized, this position is calling your name.

PRIMARY FUNCTIONS:

1. Develops and maintains favorable relationships with risk managers, clients & carriers in order to increase revenue, and ensure that organizational services consistently meet client needs.
2. Coordinates the handling and processing of product quotations for the client policy proposals, including reviewing for adequacy, completeness, and accuracy.
3. Provides guidance, assistance, and follow-up in all aspects of customer quote service requests from management, risk managers, or service line personnel.

MAJOR RESPONSIBILITIES:

1. Conducts detailed surveys to identify customer insurance needs, reviews existing policies, risk plans, property, products, and records. Expected to achieve annual risk manager sales plan objectives.

3. Prepares sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons.

4. Works with risk managers to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.

5. Maintains extensive contact by phone and mail (electronic/postal), with agents, carriers, and division managers to facilitate appropriate and comprehensive product customer service.

7. Maintains electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters. Attends sales meetings as required.

8. Keeps informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure.

9. Performs special projects at management’s request.

QUALIFICATIONS:

1. Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.

2. Must possess excellent verbal and written communication skills, and enjoy working with people in a high volume customer service environment.

3. Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedure/policy manuals, and apply within prescribed routines and practices.

4. Ability to thoroughly analyze product information, and make timely and practical recommendations to risk managers, service personnel, and clients if necessary.

5. Ability to work independently with limited supervision, while maintaining positive staff relationships within a team work environment.

6. Must possess basic familiarity with computers and office equipment, experience with Windows applications such as Microsoft Excel and Word, and the Internet are highly desired.

7. Must be able to secure and maintain insurance licensure, at company expense.

EDUCATION AND TRAINING:

1. Must be a High School graduate or GED, while advanced training at the technical, business, or college level is highly desired.

2. Five years prior work experience in the insurance industry or a related field is preferred.

We are an Equal Opportunity Employer and offers a competitive salary with a comprehensive benefit package including Medical plans, Dental, Vision, Flexible Spending, Employer paid Life insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.