What are the responsibilities and job description for the Commercial Insurance Specialist / Account Manager position at Tanner Naylor-Farmers Insurance Agency?
Job Description
The Farmers Insurance Naylor Agency is a small, growing insurance agency looking for the right person to help us build and develop our commercial insurance business.
This is a unique opportunity for someone who wants to become our agency’s go-to person for business and commercial insurance.
Because we are a small team, this position will wear more than one hat. Your primary focus will be quoting, selling, servicing, and growing commercial insurance accounts, but you will also help with other agency needs when necessary.
We are looking for someone who is motivated, dependable, comfortable talking with business owners, and willing to take ownership of their work.
This is not a large corporate environment where you are just one person in a department. Your work will have a direct impact on the growth and success of the agency.
Benefits
Paid Time Off (PTO)
Flexible Schedule
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Life Insurance
Career Growth Opportunities
Responsibilities
Your main focus will be helping grow our commercial insurance book by:
- Quoting new commercial insurance opportunities
- Following up with business owners and prospects
- Gathering underwriting information
- Preparing and presenting insurance options
- Working with commercial underwriters and carriers
- Helping clients understand their coverage
- Managing and servicing existing commercial accounts
- Processing endorsements and policy changes
- Reviewing renewals
- Providing certificates of insurance
- Re-marketing accounts when needed
- Identifying additional coverage opportunities
- Building relationships with local business owners and referral partners
Types of business we may work with include:
- Contractors and trades
- Restaurants
- Retail businesses
- Professional offices
- Property owners and landlords
- Real estate investors
- Service businesses
- Commercial auto accounts
- Small and locally owned businesses
Coverage may include:
- General Liability
- Business Owners Policies
- Commercial Property
- Workers' Compensation
- Commercial Auto
- Inland Marine
- Umbrella / Excess Liability
- Professional Liability
- Cyber Liability
- Contractor Insurance
- Other small-business insurance products
- Sales & Business Development
We are looking for someone who is willing to help create opportunities, not just wait for leads to come in.
Responsibilities may include:
- Following up consistently on quotes
- Calling prospective business clients
- Reaching out to existing clients who own businesses
- Developing relationships with referral partners
- Networking with local businesses
- Cross-selling existing agency clients
- Helping create new commercial marketing opportunities
- Maintaining a consistent sales pipeline
You do not need to be an aggressive salesperson, but you do need to be comfortable having conversations, asking questions, following up, and asking for the business.
Additional Agency Responsibilities
Because we are a small office, everyone helps where needed.
From time to time, you may also help with:
- Home and auto insurance quotes
- Existing customer service
- Policy changes
- Lender and mortgage requests
- Answering phones
- Following up with clients
- General agency tasks
Commercial insurance will be your primary specialty, but being willing to help the rest of the team is important.
Requirements
The ideal person is:
- Dependable
- Organized
- Self-motivated
- Friendly and professional
- Comfortable talking on the phone
- Comfortable speaking with business owners
- Willing to make outbound calls
- Strong with follow-up
- Detail-oriented
- Able to manage multiple tasks
- Willing to learn
- Comfortable working independently
- Able to take ownership of projects and client needs
- Interested in building a long-term career in commercial insurance
Most importantly, we want someone who can see what needs to be done and take initiative.
When things are slow, we want someone who looks for the next opportunity rather than waiting to be assigned another task.
Salary : $40,000 - $65,000