Selling CSR or Commercial Lines Insurance Sales Producers

A.  SUMMARY:

- To assist in the production of new and the retention of renewal accounts in keeping with agency and individual Producer goals.  Provides field service to designated accounts in support of Producer activities and maintains high service standards.

 

B.  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.

- Conduct periodic service calls per service plan for designated commercial accounts.

- Prepare new applications with underwriting acceptability for insurance company program, completion and accuracy.

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

- Maintain customer?s account on agency automation system, documenting conversations in notes, sending confirmations to insured and adhering to all other automation procedures that are/become established.

- 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.

- To perform special projects at the request of designated clients.

- To monitor loss control service with regards to the designated commercial account Client Service Plan.

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

- After reviewing the survey information, completes applications for designated renewal business. Contact insured for latest data and obtain renewal information 90 days before renewal date.  Assist Producer as directed or necessary.

- Receive phone calls from clients and companies, complies with requests and keeps Producer informed of client activities.

- Follows up on outstanding claims and provides assistance in their resolution as necessary.

- Perform special projects at management?s request. 

 

C.  MARGINAL FUNCTIONS:

- Support standing of office staff with clients.

- Solicit expiration dates for policies not written by agency.

 

D.  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.  Must be willing to travel as required.

 

E.  OTHER REQUIREMENTS:

- A college degree or equivalent is desirable and must have all licenses as required by the State Department of Insurance to sell insurance in Florida.

- Fully understands the Employee Handbook and Safety Manual.

 

F.  EQUIPMENT AND SOFTWARE USAGE:

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

 

G.  WORKING CONDITIONS:

- Fast-paced multiple tasking conditions, high disruption environment.

 

H. 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.

 

Email resume to lwebb@laurawebbagency.com