Job Opportunities API

Description Primary Responsibilities: • Actively manage leads and prospective clients on a daily basis and utilizes the Agency’s technology for tracking leads, activities and action items. • Meet production goals/requirements as set by the Agency • Conducts research of external information • Ensure and anticipate accurate and timely servicing of client needs on a diverse book of commercial lines insurance business. • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. • Identify prospective clients, obtain and maintain data about their financial resources and needs. • Utilize appropriate resources for initial and ongoing prospect sales meetings and proposals. • Prepare and conduct sales presentations to prospective and existing customers on new and renewal business. • Maintain thorough knowledge in market, industry, and economic and administrative trends to better serve customers. • Design insurance programs, recommend coverages, and change and/or implement client programs. • Presents the solutions to clients and negotiates compensation effectively. • Creates a client-specific business plan to ensure growth, retention, and cross-sell goals are met. • Ensures quality of deliverables and enforcement of critical deadlines through effective communication. • Leads communication between the client and the service team members. • Generates accurate budget projections, monitors progress and provides updates to leadership. • Seeks feedback on firm’s execution of renewals through ongoing client dialogue. • Maintain a strong understanding of Property & Casualty coverages. • Maintain expert knowledge of one of more specialty industry groups. • Contact prospective clients and explain features and merits of policies offered. • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. • Obtain and maintain all licensing and continued education requirements. • Develops and maintains relationships with clients, prospects, carriers, vendors and other firm advisors/employees. Knowledge, Skills and Abilities: • Demonstrable evidence in your ability to generate substantial new business, • Ability to think innovatively, creatively, critically and logically to provide value added insurance and risk management solutions to clients. • Strong interpersonal skills, including relationship building & maintenance. • Excellent communication (verbal and written), analytical, presentations & organizational skills. • Self-motivated with the ability to work collaboratively as part of a team or individually in a fast paced, dynamic environment where superior time management and prioritization skills are essential.