Apply on Employer Site

AW Burchell Agency INC · 2 months ago

Personal Lines Producer/CSR Full time

Ithaca, NY

Full-time

Onsite

Entry, Mid Level

AW Burchell Agency INC is seeking a Personal Lines Producer/CSR responsible for maintaining and maximizing profitable relationships with personal lines clients. The role involves identifying insurance opportunities, fostering client relationships, processing quotes, and ensuring sales targets are achieved.

Insurance

Responsibilities

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication

Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs

Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs

Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates

Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support

Support and prepare clients for renewal and retention, and maintain strong client relationships

Anticipate, respond to, and follow up on all existing client needs

Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed

Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance

Qualification

Insurance licenseInsurance productsBusiness-to-business salesPresentation skillsNegotiation skillsCustomer-focusedOrganizational skillsTeam environmentTechnology proficiencyTime managementWritten communicationVerbal communication

Required

insurance license required to be obtained in the first 6 months

Possess a valid driver's license and a source of reliable transportation

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base

Have a proven track record of business-to-business sales success

Possess strong presentation, persuasion, and negotiation skills with the ability to close sales

Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients

Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills

Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems