Personal Lines Advisor

<p><strong><u>POSITION SUMMARY</u></strong>:</p> <p>This position's primary duty is personal lines sales.&nbsp; The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards. &nbsp;The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must desire compensation consistent with contribution and be able to work independently in this position.</p> <p><strong><u>JOB DUTIES</u></strong>:</p> <ul> <li>Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.</li> </ul> <ul> <li>Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.</li> <li>Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.</li> <li>Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities.</li> <li>Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines.</li> <li>Help protect new and existing customers by offering agency products to meet their insurance needs.</li> </ul> <ul> <li>Round out existing accounts within assigned book of business.</li> <li>Contribute to marketing campaigns that target new business sales.</li> <li>Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.</li> <li>Collect detailed risk and underwriting information including loss history.&nbsp;</li> <li>Maintain insurance expiration log.</li> <li>Work with underwriters to negotiate sales on behalf of clients.</li> <li>Develop and maintain professional relationships with carrier representatives.</li> <li>Prepare coverage comparisons and present and explain proposals to clients.</li> <li>Maintain up-to-date account information essential for documentation purposes.</li> <li>Check policies for accuracy.</li> <li>Process transactions to generate billing invoices and prepare premium finance contracts.&nbsp;</li> <li>Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable.</li> <li>Maintain e