•Manage a book of business (clients with personal insurance needs) by selling new policies or updating/renewing existing policies.
•Counsel clients by determining insurance needs and coverage, providing education and preparing quotes as necessary.
•Renew each home & auto insurance account with reviews and communication.
•Provide customer service via email, phone and in person to help clients and companies solve problems with a sense of urgency while exceeding expectations.
•Prepare paperwork and appropriate documentation for each policy and process changes in the Agency Management System.
•Use the Agency Management System to keep track of procedures, workflow and documentation.
•Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions and options so that you can provide the best possible balance between cost and coverage while still protecting each client.
•Develop positive long-term relationships with clients, underwriters and company personnel.
•Work as a team with other staff members to achieve agency new business and client retention goals.
•Complete all CE coursework as required or directed.
•Other duties as assigned.