Employee Benefits Sales Rep Pompano Beach

Job Description

Job Description

• Explains coverages and exclusions and documents explanations on automated file for future reference.
• Develops a book of business that is profitable for both the agency and carriers.
• Works with clients to ensure limit and coverage adequacy.
• Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
• Identifies and develops insurance prospects and appropriate markets.
• Responds to referrals quickly and effectively.
• Pre-qualifies insurance prospects for insurability and quality of risk.
• Creates and maintains client or prospect lists.
• Designs insurance plans and recommends coverages to clients.
• Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
• Makes sales presentations to prospective and existing clients on new and renewal business.
• Completes and submits applications and related documentation to marketing staff.
• Develops, follows and completes sales objectives.
• Prepares, requests, and delivers binders to insureds.
• Must have a benefits license to learn grow and sell small to mid size groups.