Address
Form of workEssential Functions and Responsibilities:
New Business Sales
Responsibilityor Duty:
Retention and Continuous Marketing
Responsibilityor Duty:
Personal and Organizational Development
Responsibilityor Duty:
- Build and maintain strong relationships with clients and carriers.
- Develop new business leads.
- Consult with clients on overall insurance programs.
- Maintain good carrier relationships.
- Cross-sell agency services.
New Business Sales
Responsibilityor Duty:
- Identify and develop insurance prospects; network with Centers of Influence.
- Develop, follow and complete marketing plans.
- Respond to referrals quickly and effectively.
- Create and maintain client and prospect lists.
- Design insurance plans and recommend coverages to clients.
- Work with support staff to create insurance proposals.
- Make sales presentations to prospective and existing clients on new and renewal business.
- Explain purchased coverages to clients and prospective clients.
- Ask for referrals from clients to help generate new business.
Retention and Continuous Marketing
Responsibilityor Duty:
- Maintain accurate account level information in Epic.
- Develop a profitable book of business for both the agency and carriers. Continuously profile book of business for growth, account size mix and profitability.
- Work with clients to ensure coverage adequacy and identify M3 resources needed to service client needs.
- Work with Account Manager (AM) to coordinate M3 resources needed to service accounts.
- Work with clients to build long-lasting relationships.
- Create a system to maintain contact with clients on a regular basis to share insurance information and advice.
- Review existing policy coverages, at least annually, to upgrade accounts and re-market, if necessary; negotiate with carriers (rates, coverages and exceptions).
- Accept and handle duties/prospects as assigned by agency management.
- Facilitate 3x3 introductions with M3 associates.
Personal and Organizational Development
Responsibilityor Duty:
- Participate in sales meetings.
- Identify training needs with assistance from managers.
- Develop a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly.
- Effectively manage workload, appointments and monthly sales goals in an organized fashion.
- Understand agency policy and procedures, customer service standards, and comply with Employee Handbook and Office Manual and Procedure Guide.
- Maintain positive relationships with other M3 employees and insurance companies.
