Service and Sales Support Associate

Service and Sales Support Associate is responsible for contributing to agency profitability and growth by providing best-in-class client service in supporting existing client retention and writing new business. The position is responsible for providing service to our clients, prospects, agents, and other agency staff. The Service and Sales Support Associate will help the office with existing business with the expectation that they will assist in the growth and retention of that business. This position entails both service and sales responsibilities, and may support Personal Lines, Commercial Lines, or both based on the business need and qualifications of the candidate.

Essential Functions :

Client-Member Relationship Management

• Prepares carrier submissions and client proposals for new business and rewrite policies
• Secures insurance for new and existing clients
• Keeps producer informed of all important activities on accounts including potential problems
• Provides timely, friendly, and proficient client service, cross-sell, and up-sell product offerings
• Reviews all quotes for coverage comparisons and ensures the most optimal solution is presented
• Provides sales support service to assist producers in finalizing new business policy processing
• Demonstrates a positive attitude and build client focused relationships with clients
• Effectively manage new business prospects and existing client workload

Administration :

Secondary Duties and Responsibilities :

Competency knowledge, skills, abilities required :

Working environment and Physical demands :

Requirements

Benefits

PTO offered, Retirement available with match after 1 yea r