Job Order Detail

Description

THE POSITION: As part of a high-performance work team and reporting to the Agency Manager, this position is responsible to manage and grow a book of business in alignment with the organizations segmentation and sales strategy..

The successful candidate will provide a variety of insurance and motor vehicle services with courtesy, accuracy and efficiency
Conduct client meetings, service and sell personal lines insurance, small farm, and small business insurance
Provides advice and guidance and offers products and services in a way that best meets customer needs
Recognizes opportunities to promote, cross-sell and refer additional insurance products and services that will best meet/exceed the needs of customers
Provides knowledgeable and timely responses to insurance inquiries
Solicit new customers and foster business development by maintaining a prospect file (expiry dates, insurance needs, and receptiveness to proposals) for new Personal Lines accounts using personal efforts, brokerage marketing plans, and existing account referrals
Keen attention to detail and ensures up-to-date knowledge of products and services offered