To be self motivated and self functioning in the retaining and servicing of existing clients and to support the Producers with attaining their new business production objectives. Candidates must have the discipline to self manage work time and task execution, the ability to make timely decisions and to adhere to a structured renewal, marketing, sales and interim service process.
Set Attainable Renewal Retention and Referral Goals, Grow Net Book Revenue
Initiate Renewal Process with existing Clients after reviewing monthly expirations
Cross Sell additional lines to existing Clients and make Referrals both internally and across LOBs all documented in P1
Accompany Producers on Sales Calls for gathering detailed underwriting information, prepare applications and assist with selecting potential markets
Oversee and monitor interim Marketing Activities with Commercial Account Manager if one is assigned to the account team.
Assist with preparing formal Proposals, assure coverage adequacy of all written accounts, accompany Producer for presentation and/or give presentations unaccompanied
Daily Maintenance of Automated Systems including P1, TAM and Lotus Notes
Oversee collections and educate clients concerning finance options and cancellation procedures
Hand deliver policies to clients after a thorough review of insurance summaries
Provide interim Client service, as needed, including Claims and Collection oversight
Sell New Business, which will have a defined goal each year
Other duties and projects as may be assigned by agency management
Education, Experience and 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.