RESPONSIBILITIES

• Identify and develop insurance prospects and appropriate markets.
• Respond to referrals quickly and effectively.
• Design insurance plans and recommend coverages to clients.
• Create insurance proposals (quotes); make sales presentations to prospective clients.
• Achieve monthly sales objectives in new business premium.
• Ensure applicant signatures are obtained via Hello Sign.
• Asks for referrals and Google reviews from insureds to help generate new business.

REQUIREMENTS

• Licenses Required: General Lines Property and Casualty; Life
• Experience with commercial insurance.
• College education or equivalent insurance experience.
• Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information and respond appropriately.
• Knowledge of insurance rating and underwriting procedures.
• Ability to generate new business sales, retain existing business, and to close sales in insurance.
• Ability to process written and other materials visually.