Insurance Agent
Company: The Unland Companies
Location: Pekin
Posted on: June 24, 2022
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Job Description:
Producer/Insurance Agent Job DescriptionPOSITION SUMMARYThe
Producer/Insurance Agent is responsible for prospecting,
soliciting, quoting, and selling new and renewal accounts. Specific
sales goals and service responsibilities are determined during the
yearly planning process. Service and sales standards must be met
with emphasis placed on the quality of the insurance product
presented to the client.ESSENTIAL DUTIES AND RESPONSIBILITIES ---
Assists in the development of the sales objectives. Meets the
forecasted premium volume and commission growth goals. --- Creates
and maintains prospect and suspect lists. --- Request referrals
from existing client base and respond to the referrals quickly and
effectively. --- Pre-qualifies insurance prospects for insurability
and quality of risk. --- Identifies the client's insurance needs,
gaps in coverage, and loss exposures. --- Obtains accurate
information from the prospects; including completing applications,
supplemental questionnaires, risk surveys, and other related
documentation in order to provide complete, comprehensive
submissions. --- Designs insurance programs and recommends
insurance coverage to clients. --- Meets agency standards for
account receivables. --- Participates in community activities. ---
Reviews client's insurance programs annually and makes
recommendations. --- Accurately documents client files and
electronic files as to coverage discussions, quotes, declination,
and coverage change or declined. --- Maintain a concern for
timeliness and completeness when interacting with clients, agency,
and company personnel to minimize potentials for error or omission
claims. --- Follow agency procedures for processing and preparation
of customer correspondence, certificates of insurance, binders,
cancellation requests, insurance I.D. cards, and internal
correspondence as requested ensuring that activities and follow-ups
are set and the client file in the agency management systems is
updated and consistent with the paper file. --- Other functions may
be assigned as business conditions change. Qualifications
EXPERIENCE AND EDUCATION Experience --- Sales or customer service
experience required; preferably in an insurance related field.
Education --- Bachelor's degree preferred; undergraduate degree
required or a combination
Keywords: The Unland Companies, Peoria , Insurance Agent, Sales , Pekin, Illinois
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