• Account handling 
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverage for clients with a focus on satisfaction, retention and rounding existing accounts 
• Liaison between clients and carriers 
• Ability to cross sell and help walk-in/phone- sales questions 
• Quoting both new and renewal business 
• Ability to handle all types of personal insurance 
• Order and process renewal & change requests 
• Advise of coverage recommendations and assist clients with claims
• Assist in retaining accounts
• Follow up on cancelations & Broker of Record Letters 
• Cross sell & round out accounts 

• Independent agency experience
• Active P&C is required
• Must have working knowledge of agency management software, insurance rating software, and Microsoft Office 
• Must have excellent presentation and communication skills 
• Ability to multi-task and work in fast paced environment 
• Ability to work within a team environment 
• Ability to self-direct the completion of job duties

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