1. Identify and solicit sales prospects from various sources and develop clientele by networking, cold calls, referrals, niche marketing, mailings, and phone contact.
2. Solicit referrals from existing agency accounts and generate lists of prospective clients.
3. Develop marketing strategies to successfully compete with other individuals or companies who sell insurance.
4. Provide quality service in meeting customer needs, inquiries, and problems. Maintain contact with existing customers and referral sources on an ongoing basis to identify new or additional sales opportunities, along with cross-selling.
5. Participate in community organizations and activities to help develop additional sales opportunities for new business.
6. Report progress and accomplishments, and meet required goals.
7. Collect enough information to complete applications, loss runs, questionnaires, photos, diagrams, grading of risk, etc. and input them on The Agency Manager.
8. Take claim calls and report losses to carriers the same day.
9. Coordinate timely presentations for both new and renewal businesses.
10. Annually review existing accounts 60 days prior to expiration date.
11. Collect money for premiums and obtain signatures on applications and Federal Sale of Insurance Disclosures. Producers are responsible for any uncollected premiums and will assist in collecting earned premiums, audit premiums, etc. when called upon.
12. Maintain knowledge of underwriting criteria for carriers and keep a working relationship with underwriters for placement of risks.
13. Maintain necessary licenses and continuing education required for license renewal. Comply with all laws and regulations pertaining to or governing their positions.
14. Act in accordance with FFC policies and procedures as set forth in the employee handbook.
15. Adhere to compliance procedures and participate in required compliance training.
EOE/AA/Minority/Female/Veteran/Disability/Sexual Orientation/Gender Identity