What are the responsibilities and job description for the Business Insurance Agent position at LD&B Insurance and Financial Services?
General Job Description
The Business Insurance Agent is a confident and self-motivated individual responsible for identifying and soliciting prospective new clients, preparing and presenting insurance options and proposals to prospective and existing clients, and responding to client needs throughout the client lifecycle. The Business Insurance Agent will establish, build, and maintain business relationships with clients, carrier partners, vendors, and centers of influence in the community. This individual is sales-oriented, exhibits exceptional communication and interpersonal skills, and demonstrates a comprehensive understanding of the insurance marketplace he or she serves. The Business Insurance Agent pursues sales for new and existing clients while retaining and growing an assigned book of business. Given their experience and expertise this individual may also be asked to train, advise, and mentor an Associate Business Insurance Agent. As a representative of the organization, the Business Insurance Agent aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.
Essential Duties & Responsibilities
The Business Insurance Agent is a confident and self-motivated individual responsible for identifying and soliciting prospective new clients, preparing and presenting insurance options and proposals to prospective and existing clients, and responding to client needs throughout the client lifecycle. The Business Insurance Agent will establish, build, and maintain business relationships with clients, carrier partners, vendors, and centers of influence in the community. This individual is sales-oriented, exhibits exceptional communication and interpersonal skills, and demonstrates a comprehensive understanding of the insurance marketplace he or she serves. The Business Insurance Agent pursues sales for new and existing clients while retaining and growing an assigned book of business. Given their experience and expertise this individual may also be asked to train, advise, and mentor an Associate Business Insurance Agent. As a representative of the organization, the Business Insurance Agent aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.
Essential Duties & Responsibilities
- Develop new clients through direct solicitation of prospects, referrals from a variety of sources, targeted marketing, and community involvement.
- Maintain awareness of and respond to both internal and external changes and developments in the insurance marketplace.
- Collaborate with carrier partners and internal colleagues to develop and present insurance and risk management solutions to prospective and current clients.
- Promote both our overall agency in particular and the insurance industry in general.
- Provide prompt, accurate, courteous, and customer-focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems, and developing solutions.
- Provide consistent feedback to the Division manager concerning the efficiency and effectiveness of the sales process and collaborate with others in the division to develop, implement, and meet division goals.
- Maintain accurate, complete, and timely records of all activity in the appropriate agency and partner data management systems and fully comply with carrier partner guidelines and expectations.
- Demonstrate regular and reliable attendance.
- Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
- Other duties as assigned.
- Bachelor’s Degree preferred.
- Three or more years of sales experience required.
- Current appropriate licenses, certifications or credentials necessary and applicable to the division, including maintenance of same.
- Must be a self-starter and capable of completing tasks with little or no supervision.
- Exceptional oral and written communication and interpersonal skills.
- Strong organizational, analytical and problem solving skills.
- Ability to understand and adhere to all requirements related to information security, privacy and confidentiality at all times.
- Willingness and ability to maintain a flexible schedule.