What are the responsibilities and job description for the Personal Lines Insurance Agent position at Schwendeman Agency, Inc.?
Personal Lines Insurance Agent
The preferred candidate should have a Property and Casualty insurance license and a Life and Health insurance license. The successful candidate will be responsible for maintaining and maximizing profitable relationships with clients and for growing the book of business through new client sales. This position requires daily interaction with prospects, clients, insurance carriers, and fellow employees while conducting specific sales and marketing activities. The candidate must also have excellent organizational and communication skills and be goal oriented.
The candidate must:
- Identify and develop opportunities with new and existing clients in person, on-line, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow up, timely quotations, and general account support.
- Actively partner, network, and plan for new clients and/or new business opportunities.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Anticipate, respond to, and follow up on all existing client needs.
- Maintain accurate documentation of day-to-day activities and follow ups.
- Collaborate with team members, mentor staff, participate in agency marketing activities, meet/network with carriers and vendors, and attend agency functions.
- Stay current on industry changes and maintain CE.
- Display a positive, helpful attitude to help create a friendly environment for clients and co-workers.
Requirements:
- Hold the insurance license of Life and Health and Property and Casualty
Salary/Benefits:
- Pay range dependent on skill and contribution level
- Competitive benefits package
Job Type: Full-time
Schedule:
- Monday to Friday
Work Location: In person
Job Type: Full-time
Work Location: In person
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person