Tobe self motivated and self functioning in the retaining and servicing ofexisting clients and to support the Producers with attaining their new businessproduction objectives. Candidates must have the discipline to self manage worktime and task execution, the ability to make timely decisions and to adhere toa structured renewal, marketing, sales and interim service process.
SetAttainable Renewal Retention and Referral Goals, Grow Net Book Revenue
InitiateRenewal Process with existing Clients after reviewing monthly expirations
CrossSell additional lines to existing Clients and make Referrals both internallyand across LOBs all documented in P1
AccompanyProducers on Sales Calls for gathering detailed underwriting information,prepare applications and assist with selecting potential markets
Overseeand monitor interim Marketing Activities with Commercial Account Manager if oneis assigned to the account team.
Assistwith preparing formal Proposals, assure coverage adequacy of all writtenaccounts, accompany Producer for presentation and/or give presentationsunaccompanied
DailyMaintenance of Automated Systems including P1, TAM and Lotus Notes
Overseecollections and educate clients concerning finance options and cancellationprocedures
Handdeliver policies to clients after a thorough review of insurance summaries
Provideinterim Client service, as needed, including Claims and Collection oversight
SellNew Business, which will have a defined goal each year
Otherduties and projects as may be assigned by agency management
Education, Experienceand Job Skills
High school diploma required. Bachelor's Degree preferred or equivalent experience.
3.-5 years previous insurance experience as a Commercial Account Manager, Account Executive, or Producer is mandatory.
Candidates must possess the required technical insurance and computer based knowledge to manage a significant client portfolio efficiently and professionally.
Must demonstrate the organizational disciplines to perform the required tasks in a timely, accurate fashion; and to attain mandated sales goals whether performing as Producer or Account Executive.
Must be self motivated and have the ability to complete tasks with little supervision and meet required deadlines.
Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail.
Excellent multi-tasking skills.
Proven team player.
Positive and professional attitude.
Excellent verbal and written communication skills .
Possess a strong reputation with the PIA Carrier Partners.
Peoples Bancorp Inc.