Overview
Maintains and increases existing commercial accounts by cultivating client relationships and meeting their insurance needs. Assesses insurance needs and recommends appropriate coverage to address the risks.
Duties
- Serves as a direct point of contact to handle client issues and concerns and provides appropriate solutions and alternatives to ensure one call resolution.
- Generates cross-sales, closes inbound leads, and asks for referrals to grow the agency's client base.
- Maintains client retention by researching and resolving problems, reviewing accounts regularly with clients, and recommending coverage enhancements or modifications to protect clients and their assets better.
- Maintains and grows knowledge in commercial lines of insurance.
- Prepares and processes quotes, applications, endorsements, payments, and inquiries in line with company and carrier policies and procedures.
- Assesses client needs and reviews renewals annually, identifying coverage gaps to mitigate client's risk exposure.
- Responds to client inquiries and requests related to insurance products promptly.
- Researches and resolves complex customer service issues, making recommendations to place coverage.
- Determines client needs by analyzing current coverages and ascertaining long-term needs and potential coverage gaps.
Education & Experience
- Associate's Degree or equivalent from a two-year college or equivalent work experience.
- Two years of Commercial Lines experience.
- Knowledge of various rating platforms.
Certifications
- Must have or be able to obtain an active and valid Insurance License.
**Benefits:**
- Competitive salary
- Health, dental, and vision insurance
- 401(k) retirement plan
- Paid time off
- Professional development opportunities
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