Job Description

• Maintain and Document all contacts with prospects and clients in order to provide information risk analysis, insurance needs and acceptance or rejection of additional coverages discussed or proposed.
• Prepare accurate and complete applications for all coverages on new and renewal business and submit to insurance company underwriters.
• Develop proposals and conduct sales presentations based on underwriting information obtained. Bind coverage with carriers and/or broker representatives per client’s request.
• Secure order for business and conduct the initial service assignment (delivering policies, collecting premiums, and explaining the agency’s services).
• Provide day-to-day service and handle renewal from the beginning to conclusion on assigned business clients. Delegates tasks to Account Managers and Assistant Account Managers according to CL procedures and workflows.
• Document sales and servicing activities and account status in connection with daily handling and renewals. Look for ways to write additional lines of business to cross-sell to clients.
• Be continuously aware of the status of accounts receivable on accounts handled, and take appropriate steps to collect premiums due and keep all accounts current.

• High School Graduate
• Bachelors Degree or Associates Degree in Business or equivalent work experience
• CT Property Casualty Producer License
• CIC, ARM, RPLU, CPCU or similar professional insurance designation.
• Measurable commitment to continued professional growth
• Ten Years experience in insurance field, with minimum of five years insurance agency experience
• Excellent working knowledge of p/c insurance lines and of agency policies and procedures.

• Expert knowledge of commercial insurance products and coverages
• Excellent verbal and written communication skills
• Excellent interpersonal skills
• Strong commitment to customer service
• High degree of thoroughness and accuracy, excellent analytical skills
• Organized, conscientious, persistent, patient, detail oriented
• Effective time management skills. Manages multiple priorities effectively; works well under pressure

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