Personal Lines Advisor

Conner Insurance · Fort Wayne, IN · 26 mo ago

Business Development$25k/yrFull-time

Produce minimum of $25,000 premium per month; $300,000 premium annually
Develop and implement marketing strategy for new sales leads
Network within appropriate industry groups that have been identified as prospecting targets
Update CRM database consistently and frequently with prospecting
Build and maintain a prospect pipeline that meets objectives laid out by sales manager
Earn business through meaningful relationships with prospects
Solicit and process additional lines of coverages for all accounts
Ensure retention goals are met

Counsel and guide the Client throughout the entire process
Recognized as the main point of contact
Evaluate the market by pulling quotes from carriers and negotiating directly when possible to get the best rates
Educate and advise on coverages and available plans
Challenge assumptions in pushing Clients to consider difficult issues that are in their best interest
Evaluate emerging opportunities and risks to identify and articulate defensible options and recommendations

Build relationships with the Client and advise on short-term and long-term goals
Act as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems
Respond to Client needs in a timely, professional, helpful and courteous manner
Maintain confidential information

Demonstrate solid knowledge and ability of the industry, including competitive and customer trends
Strategically direct Clients and solve situations
Continually develop industry knowledge by attending seminars, classes, conferences, etc.
Identify current industry trends and explain industry trends to Clients
Understand contracts, carrier products, coverage forms and underwriting guidelines

Build strong, highly-engaged, efficient teams
Work with Account Manager and Personal Lines Manager efficiently, respectfully and effectively
Establish priorities and timelines
Lead the Account Manager and give directives for the best outcomes of Client renewals and service issues/questions
Advocate and help facilitate communication with Account Managers and Clients
Address gaps in team expertise
Follow Personal Lines Team workflows and procedures to ensure optimum efficiency among the team
Delegate responsibility rather than taking charge or micro-managing when Account Managers have the capability
Assist in the training of new team members joining the Personal Lines Department

Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers
Perform other duties as assigned

Prefer bachelor’s degree or at least an Associate’s degree or equivalent from two-year College or technical school
High school diploma or equivalent is required
Minimum of one year of related industry experience and/or training
Maintain a current Indiana Property & Casualty Insurance license

Proficient in Microsoft Office Suite and Adobe Acrobat
Able to perform duties in a high-pressured, fast-paced environment
Highly organized and detailed with the ability to prioritize and remain flexible
Professional telephone skills and etiquette
Self-motivated and able to work both independently with limited supervision and within a team
Attention to detail
Excellent oral and written communication skills
Able to respond to common inquiries or complaints from customers or carriers
Able to prepare proposals for presentation and review
Able to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
Able to think independently and critically
Able to define problems, collect data, establish facts, and draw valid conclusions
Able to read, analyze, and interpret industry policies and contract documents
Able to effectively present information to Insured’s and carriers
Able to write and prepare proposals for presentation and review

Differs with experience.

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