Negotiating, selling and managing relationships with new and existing clients
Retaining existing accounts while meeting new account production standards each year
Obtaining and/or assigning the collection of information needed for the renewal marketing process to begin
Staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client
Establishing a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings
Requirements
Exceptional customer service and interpersonal skills
Active Property & Casualty or Life & Health License, or ability to obtain within 90 days of employment, required