Pennsylvania Lumbermens Mutual Insurance Company

Position:  Business Development Representative     

Territory:  southern California 

Department:  Field Operations

Reports To:  Vice President, Field Operations

Position Summary: The purpose of this position is to provide a first-line contact with accounts and brokers including sales, service and underwriting of property and casualty insurance.

Essential Functions and Responsibilities:

1. Solicit and develop new accounts, identifying core brokers and producing new core brokers a year.
2. Service existing accounts in order to maintain current book of business.
3. Exercise underwriting authority, including pricing authority in the soliciting and servicing of accounts.
4. Inspect client sites as part of loss control services.
5. Participate in various trade association meetings and conventions.
6. Review coverages and programs and counsel insureds and brokers to ensure that insureds keep their coverage at proper value levels because of increases in property values due to inflation and other trends.
7. Secure appointments and submit an itinerary Friday prior to travel identifying dates, names, phone numbers, reason and times of visits.
8. Submit activity report with recommendation letters and follow up letters by the close of business Monday following the field week.
9. Prepare and update inspection files, including plot plans, photographs and rate schedules.
10. Submit Expense accounts by the 10th of the month following close of expense period.
11. Complete various records and reports for home office utilization.
12. Set up appointments to visit the Philadelphia office to strengthen relationships with  Accounting, Claims, Underwriting, and Technical Services and for the purpose of completing appropriate paper work.

Knowledge and Skills:

1. Bachelors degree preferred or equivalent experience, High school diploma required
2. Prior background in insurance and marketing essential, especially with regard to obtaining the Agents/Brokers Licenses required for the territory.
3. Certification of successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) preferred.
4. Computer literacy and ability to type reports.
5. Valid drivers license and clean MVR.
6. Ability to use camera equipment.
7. Ability to deal effectively with a variety of different personalities.
8. Ability to negotiate.
9. Excellent organizational skills.
10. Ability to manage time efficiently.
11. Willingness to work irregular hours as the position requires.
12. Ability to travel and stay overnight occasionally.

Physical Requirements:

1. Ability to hear.
2. Ability to speak clearly.
3. Ability to sit for extended periods of time.  
4. Ability to drive, and possession and maintenance of acceptable driving record.
5. Ability to perform field surveys, mapping and plan work.  Including the ability to walk, stand, climb stairs, etc.