• 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.

Primary Responsibilities

  • 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.

Additional Responsibilities

  • 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.
  • Teachable.
  • 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.

Working Conditions

  • 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.