ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.
- Sales and service Commercial Lines Insurance
- Disseminate appropriate needs of client as it relates to Commercial Lines Insurance
- Work with firms to develop and promote cross market accounts
- Build and maintain strong relationships with carriers, companies, and clients
- Market Carriers for appropriate coverage and negotiate coverage terms and pricing
- Facilitate requests and needs of Carriers on behalf of clients
- Use independent judgment and discretion placing values and coverage's and makes appropriate recommendations to clients with matters of insurance
- Take complete applications, including follow-up for documents required for processing in accordance with company policies and procedures
- Set the customers' expectations and educate them on the entire Insurance process
- Follow through on transactions to ensure policies are properly issued
- Meet goals and objectives as agreed, comprehensively reviewed, and subject to modification
- Train and support staff and department on an ongoing basis as necessary
- Special projects as assigned
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