Personal Lines Sales Executive

Job Description

Job Description

The Personal Lines Sales Executive position is sales-oriented, requires advanced communication skills, and a thorough knowledge of insurance products available through the agency. The Producer is responsible for pursuing and closing sales of new and existing commercial lines and retaining a book of business. The Producer performs the essential functions of the position noted below while meeting the quality and service standards developed by the agency.

Essential Duties & Responsibilities

• Implement a growth strategy involving both new business and net book growth.
• Identification and prospecting of potential new policyholders
• Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of experts and skilled professionals to assist.
• Implement a growth strategy involving both new business and net book growth.
• Meet aggressive new business revenue goals through the development of one or two niches within the market.
• Manage assigned book of business and client needs.
• Improve client value proposition through the development of Proactive Services and building Proactive Timelines for high-ranking clients
• Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client?s insurance program.
• Engage with clients (in person, via telephone conversations, or email) to discuss service needs.
• Execute on daily, weekly, and monthly prospect development activities.
• Identification of exposures for the proper programming of an insurance program.
• Secure and develop the underwriting data necessary for complete submissions that meets agency underwriting guidelines for quality production.
• Execution of an annual stewardship meeting with each client.
• Organize and direct monthly meetings with production teammates.
• Management of accounts receivable issues for your book of business.
• Compliance with all agency underwriting and operational guidelines.
• Utilization of agency contact management system for all development activity.
• Develop relationships with and maintain communication with insurance carriers.
• Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.
• Support full utilization of automation system including a personal commitment to technology capabilities where needed.
• Perform other duties and projects as assigned.
• Attend company sponsored seminars to attract and retain clients.