Personal Lines Advisor

3 weeks ago

Fort Wayne, United States Conner Insurance Full time

????**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
-

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