Job Description Summary

Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop, maintain and cultivate client and agent relationships.
2. Solicit, market, quote, bind, and confirm new and existing business.
3. Negotiate the best terms and coverages available with accessible markets.
4. Ensure submissions reflect accurate data such as risks and coverages.
5. Monitor accounts to ensure compliance with the firm's policies and procedures.
6. Assist broker to meet or exceed production goals as assigned by CRC.
7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
8. Maintain necessary licenses to produce business.

QUALIFICATIONS

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or appropriate insurance designation
2. Three years of experience of wholesale insurance experience or its equivalent
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk profiles associated
6. Ability to review information, make decisions and manage time effectively
7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy
8. Ability to develop, foster, and maintain an excellent working relationship with agencies
9. Leadership and team playing skills
10. Must possess and maintain current knowledge of the insurance industry
11. Excellent written and verbal skills
12. Ability to work extended hours when necessary
13. Maintain travel schedule depending on the needs of clients, Agents, and new business

CRC Insurance Services

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