Now Hiring - Conner Insurance - Personal Lines Advisor in Fort Wayne, IN

Full description of the position

????JOB SUMMARY AND PURPOSE The Personal Lines Advisor position is crucial to the day-to-day operations and long-term goals of the organization. From driving new client acquisitions, to servicing accounts, to retaining Personal insurance accounts, this position's responsibilities are equally varied and vital. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must ESSENTIAL DUTIES : Sales - Produces 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
• Establish meaningful relationships with the intention of earning their business
• Actively solicit and process additional lines of coverages for all accounts.
• Work to ensure retention goals are met Consulting and Advising - Responsible for counseling and guiding the Client throughout the entire process. Is recognized as the main point of contact.
• Desire to build meaningful relationships with Clients and prospective clients
• Helps client evaluate the market by pulling quotes from carriers and negotiating directly when possible to get the best rates.
• Evaluate, educate and advise on coverages and available plans.
• Challenges assumptions in pushing Clients to consider difficult issues that are in their best interest.
• Evaluates emerging opportunities and risks to identify and articulate defensible options and recommendations.
• Ability to handle complex accounts Customer Relationship Management - Builds relationships with the Client and advises Client on the most efficient and effective methods to meet 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.
• Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
• Strives to meet service standards in all circumstances.
• Follows up with Clients to ensure that their needs have been met.
• Maintain confidential information Insurance Industry Knowledge - Demonstrates solid knowledge and ability of the industry, including competitive and customer trends, to strategically direct Clients and solve situations.
• Proficient in the Personal Insurance marketplace (home, auto, life, umbrella, etc.); carriers, underwriting requirements and the coverages they offer
• Continually develops industry knowledge by attending seminars, classes, conferences, etc.
• Identifies current industry trends and explains industry trends to Clients
• Understanding of contracts, carrier products, coverage forms and underwriting guidelines. Team Leadership - Helps to build strong, highly-engaged, efficient teams.
• Works with Account Manager and Personal Lines Manager efficiently, respectfully and effectively - establishes priorities and timelines
• Leads the Account Manager and gives directives for the best outcomes of Client renewals and service issues/questions.
• Advocates and helps facilitate communication with Account Managers and Clients.
• Addresses gaps in team expertise.
• Follows Personal Lines Team workflows and procedures to ensure optimum efficiency among the team.
• Delegates responsibility rather than taking charge or micro-managing when Account Managers have the capability. Supports Account Managers taking independent action.
• Assists in the training of new team members joining the Personal Lines Department. ADDITIONAL DUTIES:
• 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. EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:
• 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
• Prefer a minimum of one year of related industry experience and/or training.
• Maintain a current Indiana Property & Casualty Insurance license. SKILLS:
• Proficient in Microsoft Office Suite and Adobe Acrobat.
• Ability to perform duties in a high-pressured, fast-paced environment
• Must be 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
• Ability to respond to common inquiries or complaints from customers or carriers
• Ability to prepare proposals for presentation and review
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to read, analyze, and interpret industry policies and contract documents.
• Ability to effectively present information to Insured's and carriers.
• Ability to write and prepare proposals for presentation and review STARTING COMPENSATION: Differs with experience. The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent's may be requested to perform job-related tasks other than those stated in this description.