Humble – C.S. Lewis put it this way: “Humility isn’t thinking less of yourself, but thinking of yourself less.” A team player isn’t afraid to make or forgive mistakes and is always on the lookout for ways to grow, improve, and win.
Hungry – The ideal candidate will be constantly thinking about their next step… more to do, more to learn, and ways to be and help others be better.
Smart – This is “people smarts.” A smart candidate understands that his or her words and actions impact the dynamics of a team and will use them with good intentions for the benefit of others and not to manipulate.
Pursues new business by making sales calls and building relationships.
Secures new business consistent with agency goals.
Adds additional lines of coverage for existing clients.
Designs insurance programs for clients.
Prepares and delivers proposals.
Gathers necessary information for underwriting.
Retains business by building rapport and overseeing quality of service provided to clients.
Reviews claims and ensures necessary action is taken by the claims servicing organization; assists when necessary.
Collects premiums, arranges financing, and cancels coverage.
Participates in the development of marketing material.
Establishes and maintains good working relationships internally and with insurance company representatives (underwriting, claims, loss prevention, marketing, etc.)
Manages special projects.
Provides technical support and training to others within the agency.
Skills & Competencies
Ability to build and maintain client relationships with individuals from varied backgrounds.
Ability to understand, communicate, and advise on the complex aspects of insurance to both highly technical and non-technical users.
See “no” as an opportunity, not as rejection.
Comfortable with calling strangers and building relationships.
Team player: A desire to be a part of something greater than yourself.
Adventuresome-willing to travel occasionally.
Disciplined. Able to set a goal and conquer it!
A proven habit of sharpening your skills every day.
Computer intuition and fluency.
A natural communicator.
Office environment with little exposure to dust, noise, temperature extremes, machinery, etc.
Extended viewing of computer monitor.
Extensive use of telephone.
Travel for client meetings, prospecting activities, insurance company meetings and training.