General Description: A Commercial Risk Agent manages, serves and advises clients regarding insurance offerings. The Commercial Risk Agent sells new accounts and renews existing accounts in alignment with agency and individual goals, while building relationships with clients.
Essential qualifications:
• Relationship driven, effective communicator with client-centric work ethic
• Unshakeable demeanor and ability to “get past no”
• The ability to willingness to solve problems. Proactively initiate and follow through with multiple projects, with frequently changing priorities in a fast paced environment
• High school diploma or equivalent is required; higher education including but not limited to professional designations are encouraged
• WI Property & Casualty license required. May obtain post-hire
Duties/responsibilities include:
• Drive revenue and growth for the agency; Identify and pursue business opportunities with prospects; Build strong relationships with clients and provide consultation on the individual challenges
• Solicit referrals from existing agency accounts
• Develops information and recommendations for prospective accounts, presents sales proposals, and adheres to agency policies and procedures for writing a new account
• Assist in resolving any situations for accounts produced
• Document prospect/client interactions (phone calls, emails, in person visits) within the management system using activities with appropriate codes
• Attach documents, etc. to the management system
• Update opportunities and/or activities in a timely manner
• Participate in weekly meetings with the Customer Service Agents (CSA). Ongoing communication with the CSA for new business, renewals, and client concerns
• Encourage and support a positive relationship between clients and servicing personnel
• Coordinate and present timely presentations for both new and renewal business
• Assist in marketing accounts where appropriate due to relationships or product expertise
• Coordinate with Customer Service Agent for service of existing accounts
• Achieve a balance in production to meet agency goals
• Maintain a working knowledge of client information in the system
• Maintain necessary licenses and continuing education required for license renewal
• Attend classes, seminars, and courses to increase knowledge and skill
**This position is located at our Wisconsin Rapids office**
Apply here: https://platform.totalcsr.com/apply/a02Ro00000GzgcEIAR
