The primary purpose of this position is to produce, service and maintain a successful commercial insurance portfolio. To be successful in this role, a candidate must be self-motivated and self-functioning in the selling of all lines of insurance, specifically commercial property and casualty. Candidate must bring a great deal of discipline to the habits around prospecting and new business production.
Responsible for meeting an aggressive sales goal for new business.
Responsible for maintaining a healthy pipeline of new targeted prospects.
Maintains a book of business by providing acceptable level of client service.
Must be able to maintain/update data within an agency management system and other CRM systems via computer.
Must be willing to provide and respond to referrals both internally and externally.
Meets with prospects to identify and uncover risk exposures.
Responsible for completing applications for coverage, obtaining appropriate signatures, pictures, supplemental applications and any other applicable underwriting information.
Work closely with the Account Manager to market new submissions.
Responsible for working renewal business in a timely manner. This includes working off of an expiration report, producing updated applications and assisting in the determination of where to client placement.
Presents proposals to prospects and current client in a timely manner.
Attends meetings and participates as required by leadership of the agency. Meeting would include organizational meetings and external meeting with carriers.
Marketing: Must be willing to serve as an ambassador for the organization in the community. Specifically, serving with civic organizations, volunteering, etc.
Associates degree, or equivalent experience required
Must be a licenses insurance agent
Minimum 5 years of insurance experience required
Excellent oral and written communication skills
Sales and service experience required
Must be able to multi task and manage time effectively
Proficient knowledge and experience using Microsoft Office products
Candidate must be a licensed P&C agent who currently has or is pursuing insurance designations (CISR,CIC, etc)
Peoples Bancorp Inc.