A successful team member will serve and grow our clients, via two primary duties; providing excellent care for our clients needs while providing exemplary coverage options, and education as well.

This role handles new clients and long term relationship building and renewals of current clients.

This role requires prior insurance experience and ability to get and/or maintain an insurance license.

Desired Outcomes of this Role

• Maintain a high retention ratio by being proactive and providing extraordinary service
• Look for additional revenue on the book of business in the form of increased coverage, account rounding, adding policy features and generating referrals for new business
• Conducting annual account reviews
• Provide outstanding service on claims, billing questions and endorsements
• Transfer non-licensed work to the Account Tech
• Work with management to create and enforce agency processes as well as be a coach and mentor to other team members.

Core Competencies

• Efficient
• Honesty/Integrity: Earns trust and maintains confidences. Does what is right, not just what is easy.
• Organized
• Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
• Flexibility/Adaptability: Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Calm Under Pressure: Maintains stable performance when under heavy pressure or stress.
• Enthusiasm: Exhibits passion and excitement over work. Has a can do attitude.