Must Live within Central PA
- Match existing Central Pennsylvania agent relationships and books of business opportunities with those of client
- Based on this analysis recommend for appointment new commercial lines distribution partners in the territory. Ultimately through the review process sign up all appropriate agents based on the strength of these current relationships
- Pursue upsell crosssell recapture opportunities with agencies/brokers
- Coordinate New Business Proposal Meetings on key accounts to agencies and brokers; present optional plans
- Key account prerenewal discussion with agencies
- Review competitor plans with underwriting to ensure best pricing offered
- Lead annual planning process. Implement and monitor throughout year
- Review underwriting appetite and services with agencies and brokers
- Attend POS (Point of Sale) when possible with agencies/brokers
- Assist with contracting new agencies/brokers
- Assist with onboarding and terminating agencies/brokers as required
- Maintain agency/broker profiles
- Attend corporate functions including Corporate Giving Chamber of Commerce and Marketing events
Requirements:
- Sales oriented with experience and successful track record selling standard commercial lines products in the noted territories
- Ability to communicate orally and in writing with others to explain complex issues
- Full knowledge of all commercial lines standard insurance products and usages
- Ability to manage multiple clients tasks and requests
- Adequate knowledge of rating procedures coverages and industry operations to effectively manage maintain and write assigned client and prospect lists
- Knowledge of insurance markets and reference to markets
- Knowledge of insurance underwriting procedures
- Results oriented with the ability to meet strategic goals as required for the assigned territory
- Excellent analytical problem resolution negotiating and project management skills
- Professional committed and selfmotivated with the ability to focus on daily tasks
- Proficient with Microsoft Office Outlook Word Excel
Education and Experience:
- Bachelors Degree preferred (High School Diploma or GED required)
- Minimum 5 years commercial insurance company experience in insurance industry specifically in either Commercial Lines Marketing Sales Production Underwriting Distribution and/or Relationship Management
- Specific knowledge of the commercial lines in the Central Pennsylvania marketplace as it relates to new agent appointments and account opportunities.