- Job type
- Not listed
- Work mode
- Not listed
- Level
- Not listed
- Department
- Sales
- Experience
- 3+ years experience
- Posted
- Sep 25, 2026
About the role
Job Summary:
Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player. Marketing of new and renewal business is a significant aspect of the day to day duties of this role.
Essential Functions:
- Market new business as assigned by producer
- Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
- Prepare proposals
- Works independently of Producers on placement of risk
- Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
- Uses independent judgement to conceptualize solutions for client needs
Competencies & Qualifications:
- Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
- Proficient in insurance agency management software (EPIC) and Microsoft products preferred
Education & Experience:
- Active Property & Casualty insurance license is required
- College degree or equivalent work experience
- 3+ years agency experience in designated field