What You’ll Do
- Retain current clients.
- Annually design and execute an individual business / sales plan.
- Identify and understand client operations, risk and client goals / objectives. Clearly communicate those to underwriters and team members.
- Help client make more informed decisions with respect to risk treatment options.
- Lead the marketing effort.
- Responsible for Client Accounts Receivables.
- Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR).
- Achieve significant level of expertise and remain current.
- Accept responsibility for final product and service to client.
- Develop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity.
- Proactively assist team members in their career development as well as be available to help all others in their development.
- Network within the community and centers of influence in order to recognize and maximize business opportunities.
- Understand and adhere to core values philosophy.
- Other projects upon management’s request.
LI-JS1
You Should Have :
- Ability to contribute positively to a team approach atmosphere.
- 8+ years commercial insurance experience
- Strong negotiation skills.
- Presentation and sales skills.
- Strong technical knowledge.
- Ability to utilize approved information technologies effectively.
- State of residency Agent's and Broker's licenses and appropriate non-resident licenses as required.
- College degree or CPCU preferred.
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