Description:
Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.
. Requirements:
50%
Client/Policy Services
Services Commercial Lines policies and builds relationships with insureds.
Responsibilities include:
30%
Renewal Marketing
Markets groups with under $10,000 in revenue with no affiliation of a larger account and prepares formal renewal presentation.
Responsibilities include:
10%
Teamwork
Works together with team and with other departments, such as Marketing, Accounting, Claims, etc.; this includes discussing execution strategies with Producers. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Special project as requested by Manager. Manages PTO to work with departmental needs.
10%
Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.
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