Selling CSR

 

SUMMARY:

To assist in the production of new and the retention of renewal accounts in keeping with agency and individual Producer goals.

 

ESSENTIAL FUNCTIONS:

?  Responsible for gathering the information and risk management recommendations regarding the renewal of designated accounts and to deliver the renewals and/or binders for designated accounts as needed at Producer discretion.

?  Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contact.

?  Explains coverage and exclusions to clients.

?  Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and system.

?  Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements and collects premium when applicable.

?  Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and phone.

?  Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for error or omission claims.

?  Perform special projects at management?s request.

 

MARGINAL FUNCTIONS:

?  Support standing of office staff with clients.

?  Solicit expiration dates for policies not written by agency.

 

KNOWLEDGE, SKILLS AND ABILITIES:

Must be aggressive/assertive, a self-starter with the ability to influence others. Should have demonstrated effective presentation skill through both verbal and written communications.

 



EQUIPMENT AND SOFTWARE USAGE:

Personal computer, calculator, on-line information system and various including but not limited to Microsoft Word and Excel.

 

WORKING CONDITIONS:

Fast-paced multiple tasking conditions, high disruption environment.

 

JOB PERFORMANCE STANDARDS:

This job description is intended to describe the level of work required of the person performing the job, and the physical requirements normal to the position. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.