Prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate. Assist in the development of marketing plans and strategies and ensure teams are providing excellent client service. Maintain positive relationships with all key stakeholders assuring client retention and satisfaction. An Un-Validated Producer is striving to meet a production goal and book size in relation to his or her compensation level that will entitle him or her to validate and thereafter be entitled to certain additional incentives.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Production:
Prospect new clients.
Quote and sell new business.
Cross-sell additional products and services
Marketing:
Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.
Customer Service:
Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client’s needs.
Collect premiums and fees billed, if applicable
Corporate Citizenship:
Promote and maintain good client, company, and fellow employee relations.
Promote the company image through civic, social, and business activities, and endeavors.
Product Knowledge:
Build and maintain internal and external knowledge of product and service offerings.
Stay abreast of industry trends and pursue continuing education.
Other Duties and Responsibilities:
Other duties and responsibilities as directed by management.
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