Position Overview :
This position is primarily responsible for managing, maintaining and retaining an existing book of business consisting of larger revenue and more complex accounts.
The incumbent generates new business sales revenue on a modest scale.The incumbent helps to provide training for less experienced sales personnel.
Primary Responsibilities :
Serves and retains existing clients to meet agency retention goals, including regular account follow ups, gathering information to understand the needs of the account, preparing and presenting renewal proposals and utilizing all agency resources to provide raving fans service.
Develops new business to meet assigned new business goals resulting in growth of existing book of business, including cross-sell opportunities from within the existing book of business.
Maintains a familiarity with and follows Agency Errors and Omissions guidelines and helps provide coaching and mentoring for less experienced staff.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.
N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position :
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position :
Skills Required to Perform the Primary Responsibilities of this Position :
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures / Certifications Required to Perform the Primary Responsibilities of this Position :
Property and Casualty Insurance licenses required.
Physical Requirements or Work Conditions Beyond Traditional Office Work :
N / A
Equal Employment Opportunity (EEO) :
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran.
FNB provides all applicants and employees a discrimination and harassment free workplace.
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