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3+ years of
commercial lines experience.
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Self-motivated;
team player; great communication skills (verbal & written);
strong work ethic.
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Identify,
develop & maintain professional relationships with clients,
prospective clients and insurance company personnel.
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Assist in the
creation of sales presentations to prospective and existing
clients.
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Actively
manage a sales pipeline and a growing book of business.
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Explain
commercial lines polices to clients and answer coverage questions.
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Evaluate
insurance companies’ proposals and determine options for
clients.
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Refer
prospective clients to the Benefits and Personal Lines
departments and assist in servicing as necessary.
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Review
activities involving clients, companies, and other interests.
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Knowledge of
insurance markets.
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Knowledge of
insurance rating and underwriting procedures and systems.
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Maintain
necessary licenses.
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Attend
community events and networking meetings.
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Perform other
duties as requested with regard to the operation of an
independent insurance agency.
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Proficient
skill levels with Outlook, Word and Excel. This includes
being able to prepare business letters and other business
correspondence using Microsoft Word. It also includes the
ability to develop an Excel spreadsheet and utilize it in
performing the job functions.
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