Field Relationship Manager

2 weeks ago

Mocksville, United States Johnson Insurance Services, Inc. Full time
Job DescriptionJob Description

PRIMARY FUNCTIONS • Retain and grow accounts by serving as an agency liaison in assigned territory. • Manage relationships to strengthen the client-agency connection. • Conduct reviews of assigned insurance accounts to reduce coverage gaps, round accounts, and cross sell other lines of business. • Obtain referrals and generate new sales leads.

QUALIFICATIONS & EDUCATION • Appropriate state license(s) • Comprehensive understanding of Property & Casualty insurance principles • Minimum 5 years’ insurance experience • Excellent time management, organization, and written & verbal communication skills • Above average degree of self-motivation and self-direction • Commitment to ongoing professional development including enrollment in insurance designation programs such as AFIS • Personal connection to the ag industry is strongly preferred

RESPONSIBILITIES • Retain and grow client accounts by conducting thorough reviews according to agency guidelines. • Maintain thorough documentation of client files and complete work in a timely manner. • Work in partnership with Account Managers to prep for and follow up on client visits. • Complete a minimum number of account visits per month as assigned. • Produce new business by asking for referrals and generating leads. • Travel within a 100+ mile radius, including overnight stays, will be required. • Other duties as directed by management.

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