Job Requirements
DUTIES:
Maintain prospect list of clients for agency's targeted business.
Contact prospects, schedule appointments, make sales presentations and close the deal.
Accurately and thoroughly complete survey and application forms and follow up to obtain missing information.
Arrange payment terms for all accounts in accordance with agency credit and collections policy.
Cooperate in gathering information on renewals. Deliver renewals and/or binders following agency guidelines.
Balance production to achieve desired mix of business. Promote products of carriers that the firm has identified as important.
Keep abreast of trends and techniques, and use agency selling aids to maintain a competitive status for the agency within the industry.
Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques and stay up-to-date on the latest developments in the marketplace.
Participate in any special projects at management's request.
