Position Summary:

This individual is responsible for new business sales and retention of existing book of personal lines accounts. It is critical for this individual to provide sales, service, and general stewardship to new and existing clients in accordance with agency guidelines. This person will also identify and follow through on cross-sell and referral business opportunities by supporting agency sales initiatives.

Objectives are set for new business development, client service, account development, and renewal retention. This role works under little supervision and has the autonomy and discretion to successfully meet job duties.

This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.

Essential Job Functions:

1. Responsible for all subject accounts.
2. Responsible for maintaining client relationship including overall service plan, renewals, and account development.
3. Must comply with company defined goals for sales initiatives, new business, retention, account rounding, and client referrals.
4. Generate prospects and referrals to other departments via actively networking at both internal and external events and groups.
5. Manage subject account collections.
6. Perform personal risk management reviews with proposals for the Private Client Group (PCG) as appropriate.
7. Responsible for renewal timeline including account remarketing in compliance with current PL guidelines posted on company intranet.
8. Responsible for annual client coverage surveys including reviewing cross-selling and rounding opportunities for additional coverage and/or increased coverage limits.
9. Respond to client inquiries, incoming mail, and carrier requests.
10. Responsible for sales step in policy checking procedure.
11. Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
12. Manage Task list in ImageRight.
13.  Completes additional duties as assigned.

Skills and Abilities:

1. Fluency in MS Office products.
2. Superior verbal and written communication skills.
3. Strong presentation skills.
4. Expertise in personal lines insurance coverage and terminology.
5. Ability to multitask and operate in an ever changing environment is critical.
6. Ability to work well in a team environment.
7. Ability to communicate clearly, to work well with others, and to manage time effectively.

Education and Experience:

1. Must be able to maintain a stationary position for up to three hours at a time.
2. Must be able to traverse throughout the office throughout the day.
3. Transport a minimum of five pounds.
4. Sitting for up to seven hours per day.
5. Traversing up and down between first and second floor at least two times a day.
6. Working on a computer with multiple monitors for seven hours per day.
7. Speaking and listening clearly during telephone conversations.
8. Ability to travel to branch offices and/or other locations if requested and when necessary.