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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