Responsible to build strong relationships, maintain, and grow a specific book of business. Also responsible for new business growth for commercial lines in all states where licensed. Responsible for acting as primary contact between client and insurance carriers.

Duties and Responsibilities include the following. Other duties may be assigned.

• Meet with clients and prospects in-person, by phone and/or e-mail to develop new relationships and strengthen existing client relationships, assess needs and make appropriate coverage recommendations.
• Work closely with clients and prospects to obtain accurate information including inspections, applications, supplemental questionnaires, loss summaries, and other related documentation to provide complete, comprehensive submissions.
• Prepares and presents price quotes and proposals for all new and existing clients and identifies additional services to introduce to clients.
• Accept and coordinates the application process with clients, to include obtaining necessary signatures, collecting required premiums and placing applications with carriers.
• Negotiate rates with carriers, compare proposals and determine most appropriate recommendations for clients.
• Perform new policy placement with carrier and delivers the client’s business policy immediately upon receipt.
• Maintains effective internal communication and meets with account managers regularly to provide appropriate customer service and ensure client retention.
• Establish and maintain company relationships with carrier representatives.
• Perform marketing duties such as attending luncheons, calls, organized meetings and social activities with clients as required.
• Document all telephone inquiries, client conversations, and pertinent policy information on computer system.
• Attends outside agency functions, seminars, or training programs as required.
• Performs other related duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Pennsylvania Insurance License
• Minimum 5 Years Insurance Experience
• Good Communication Skills
• Customer Orientated
• Ability to work well independently
• Must be Computer Literate
• Must be a Team Player
• Must be Reliable and Dependable
• Ability to Travel
• Positive Attitude