Job description
General Summary: Solicits new clients and services existing client programs for which the individual has responsibility consistent with the P&C practice goals and overall agency goals and within agency procedures.
Essential Functions:
- Business development of P&C clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues. Sells additional lines of P&C coverage. Cross sells with EB practice colleagues.
- Gathers data for quotes and prepares requests for proposals; analyzes market summaries; orders proposal documents and presents proposal to client; completes applications for new business submissions.
- Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence.
- Keeps current with carriers, strategic partners, products/services and applicable legislation.
- Conducts risk management audits in conjunction with a client team. Ensures timeframes and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly.
- Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis.
- Submits activity reports, attends team and producer meetings, and submits expense report as required.
- Performs other duties and special projects as assigned.
- Acts as a backup to team personnel when necessary.
- Maintains confidential information.
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