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Agency Producer

1. JOB SUMMARY:

Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention and profit goals.

2. JOB TASKS AND RESPONSIBILITIES REGULARLY PERFORMED:

· Solicits and writes new business for his/her specialist department.

· Coordinates with the agent and/or operations manager to provide assistance in determining proper coverage.

· Provides underwriting and rating for new accounts.

· Maintains knowledge of new products and initiatives. Pursues a program for development of personal and business skills.

· Actively solicits expiration dates from new clients and prospects.

· Develops agency relationship with existing clients.

· Meets the production requirements and goals assigned by the agent or agency manager.

· Maintains monthly sales record and provides a copy for review to the agent and/or operations manager.

· Supervision of specialist department CSR.

3. SKILLS AND QUALITIES:

· Communication Skills

· Customer Service Skills

· Computer Skills
· Sales Experience preferred, but not required

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