Personal Lines Advisor

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• JOB SUMMARY AND PURPOSE

The Person al Lines Advisor position is crucial to the day-to-day operations and long-term goals of the organization. From driving new client acquisitions, to servicing accounts, to retaining Personal insurance accounts, this position’s responsibilities are equally varied and vital. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must

Essential Duties

Sales – Produces minimum of $25,000 premium per month; $300,000 premium annually

• Develop and implement marketing strategy for new sales leads.
• Network within appropriate industry groups that have been identified as prospecting targets
• Update CRM database consistently and frequently with prospecting
• Build and maintain a prospect pipeline that meets objectives laid out by sales manager
• Establish meaningful relationships with the intention of earning their business
• Actively solicit and process additional lines of coverages for all accounts.
• Work to ensure retention goals are met

Consulting and Advising – Responsible for counseling and guiding the Client throughout the entire process. Is recognized as the main point of contact.

• Desire to build meaningful relationships with Clients and prospective clients
• Helps client evaluate the market by pulling quotes from carriers and negotiating directly when possible to get the best rates.
• Evaluate, educate and advise on coverages and available plans.
• Challenges assumptions in pushing Clients to consider difficult issues that are in their best interest.
• Evaluates emerging opportunities and risks to identify and articulate defensible options and recommendations.
• Ability to handle complex accounts

Customer Relationship Management – Builds relationships with the Client and advises Client on the most efficient and effective methods to meet short-term and long-term goals.

• Act as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
• Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
• Strives to meet service standards in all circumstances.
• Follows up with Clients to ensure that their needs have been met.
• Maintain confidential information

Insurance Industry Knowledge – Demonstrates solid knowledge and ability of the industry, including competitive and customer trends, to strategically direct Clients and solve situations.

• Proficient in the Personal Insurance marketplace (home, auto, life, umbrella, etc.); carriers, underwriting requirements and the coverages they offer
• Continually develops industry knowledge by attending seminars, classes, conferences, etc.
• Identifies current industry trends and explains industry trends to Clients
• Understanding of contracts, carrier products, coverage forms and underwriting guidelines.

Team Leadership – Helps to build strong, highly-engaged, efficient teams.

• Works with Account Manager and Personal Lines Manager efficiently, respectfully and effectively – establishes priorities and timelines
• Leads the Account Manager and gives directives for the best outcomes of Client renewals and service issues/questions.
• Advocates and helps facilitate communication with Account Managers and Clients.
• Addresses gaps in team expertise.
• Follows Personal Lines Team workflows and procedures to ensure optimum efficiency among the team.
• Delegates responsibility rather than taking charge or micro-managing when Account Managers have the capability. Supports Account Managers taking independent action.
• Assists in the training of new team members joining the Personal Lines Department.

Additional Duties

• Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
• Perform other duties as assigned.

EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS And/or EXPERIENCE

• Prefer bachelor’s degree or at least an…