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Pennsylvania Lumbermens Mutual Insurance Company · 4 months ago

Business Development Representative central California/Arizona

United States

Full-time

Remote

New Grad, Entry Level

Pennsylvania Lumbermens Mutual Insurance Company is seeking a Business Development Representative to serve as a first-line contact with accounts and brokers in the central California/Arizona territory. The role involves soliciting and developing new accounts, servicing existing accounts, and exercising underwriting authority in property and casualty insurance.

FinanceFinancial ServicesInsurance

Responsibilities

Solicit and develop new accounts, identifying core brokers and producing new core brokers a year

Service existing accounts in order to maintain current book of business

Exercise underwriting authority, including pricing authority in the soliciting and servicing of accounts

Inspect client sites as part of loss control services

Participate in various trade association meetings and conventions

Review coverages and programs and counsel insureds and brokers to ensure that insureds keep their coverage at proper value levels because of increases in property values due to inflation and other trends

Secure appointments and submit an itinerary Friday prior to travel identifying dates, names, phone numbers, reason and times of visits

Submit activity report with recommendation letters and follow up letters by the close of business Monday following the field week

Prepare and update inspection files, including plot plans, photographs and rate schedules

Submit Expense accounts by the 10th of the month following close of expense period

Complete various records and reports for home office utilization

Set up appointments to visit the Philadelphia office to strengthen relationships with Accounting, Claims, Underwriting, and Technical Services and for the purpose of completing appropriate paper work

Qualification

Insurance backgroundMarketing experienceCPCU certificationNegotiation skillsComputer literacyCamera equipment useOrganizational skillsTime management

Required

High school diploma required

Prior background in insurance and marketing essential, especially with regard to obtaining the Agents/Brokers Licenses required for the territory

Computer literacy and ability to type reports

Valid drivers license and clean MVR

Ability to use camera equipment

Ability to deal effectively with a variety of different personalities

Ability to negotiate

Excellent organizational skills

Ability to manage time efficiently

Willingness to work irregular hours as the position requires

Ability to travel and stay overnight occasionally

Ability to hear

Ability to speak clearly

Ability to sit for extended periods of time

Ability to drive, and possession and maintenance of acceptable driving record

Ability to perform field surveys, mapping and plan work, including the ability to walk, stand, climb stairs, etc

Preferred

Bachelors degree preferred or equivalent experience

Certification of successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) preferred

Company

Pennsylvania Lumbermens Mutual Insurance Company

Pennsylvania Lumbermens Mutual Insurance Company is a nationally recognized property and casualty insurance carrier serving the lumber, woodworking and building material industries.

Founded in 1895