Benefits
Salary with incentives for adding new customers and for retaining/increasing current book of business through cross-selling
Health Insurance
Dental Insurance
Long-term Disability Insurance
Paid time off and paid holidays
401K with employer matching factor
Profit Sharing Options
Group Life Insurance
In-house continuing education (C.E.) options
Support to pursue professional designations
Responsibilities
Review each account in detail as you work with it, for E & O prevention purposes (in the same way that you would “proof” an account if a Broker of Record letter were accepted by a new agency).
Maintain and stabilize the accounts, re-marketing if/as needed.
Cross-sell where there are such opportunities.
Point out coverage gaps to clients and obtain sign-offs if the clients choose to leave those gaps as is.
Handle call-in/walk-in prospects as part of a staff rotation.
Assist in marketing or re-marketing activities for the producers as needed.
Provide the same type of supplemental support if/as needed based on other staff developments within the agency (vacations, illnesses, new hires – both sales and service, projects, etc.).
Requirements
Active insurance license preferred
Insurance service and/or sales experience
Familiarity with local marketing area
Phone skills
Ability to maintain accurate files
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