Job Description

Job Description:

Primary Responsibilities include, but are not limited to:

• Devote exclusive attention and time during working hours to the business of the Company and

perform the duties and responsibilities necessary to produce Net Commissions and Fees on behalf of the Company;

• Comply with all state licensing and continuing education requirements necessary to perform your duties;

• Ability to work in a self-directed way;

• Serves customers by selling products and meeting customer needs;

• Create and maintain a customer and prospect list from various sources (i.e., association lists) via a CRM;

• Prospects new accounts by planning and organizing on a daily, weekly, and monthly basis;

• Ability to create innovative solutions in the given market;

• Collect, review and provide accurate and timely submission information to account managers for marketing;

• Strong ability to take initiative and confidently direct customer interactions;

• Ability to organize, break down, and clearly articulate thoughts, ideas, and instructions through

verbal and written form;

• Assist in soliciting, preparation and review of insurance proposals, policies and renewal information for both P&C and Employee Benefits;

• Work in unison with the F&I producers to leverage relationships for potential opportunities;

• Able to separate themselves in frustrating situations and guide customers to efficient solutions;

• Strong verbal and written English communication;

• Strong organization and time management skills;

• Motivated by a fast-moving environment.

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