Insurance Senior Personal Lines Agent
Producer
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Insurance Senior Personal Lines Agent
Producer
Come and work with us! We value your professional expertise and appreciate you as a member of the community. You can be yourself here and use your passions, knowledge, and skills to help customers and advance your career. Is it any surprise we love what we do? We think you will, too.
What does an Insurance Senior Personal Lines Agent – Producer do?
Under the guidance of the Kennebunk Savings Insurance Personal Lines Manager, this candidate will service a book of business that is typically more complex and generates revenue typically in excess of $150,000. The incumbent is also responsible for developing new business relationships in accordance with underwriting standards and managing the renewal relationship of an existing client portfolio. Incumbent places primary emphasis and expertise in all aspects of personal insurance.
Essential Functions
Production
- Identifies, develops and underwrites new business prospects and provides quotes to prospective clients consistent with annual sales goals
Retention and Review
- Responsible for relationship management of an existing client portfolio including renewal negotiations
- Daily Servicing – Process a variety of items inclusive of but not limited to: Changes, Binders and Evidence of Insurance, ID cards, Claims, Cancellation Follow ups, client inquiries as well as carrier questions accurately and efficiently.
- Renewal Review & Marketing: Review and if necessary re-market existing accounts in order to provide the client with the strongest coverage for the best price.
Referrals
- Collaborates with lenders, banking office staff and financial service advisors to cross sell products and services where appropriate
Other Duties and Responsibilities
- Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
- Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
- Consistently emphasizes the importance of teamwork in the department and company at large
- Responsible for keeping abreast of company news and information
- Responsible for completing required training and policy review
- May serve on various committees
- Willingness to take on additional tasks and duties
Certifications & Licenses Required
- Property & Casualty License required
- CIC,CISR or AAI designation preferred
Desired Knowledge, Skills & Abilities
- Proficiency with Insurance Property & Casualty Coverages, Carriers & Products
- Displays high level of regard for trust and confidentiality
- Proficient in Microsoft Office Products and Carrier websites.
- Displays strong written and verbal communication skills
- Displays strong organization skills and the ability to multi-task to meet established deadlines
- Demonstrates a high level of accuracy and attention to detail
- Effectively uses analytical skills to solve coverage issues as well as identify client needs.
- Prior knowledge of Insurance Requirements is preferred
- Ability to adapt to change
Desired Job Experience
- 7+ years of related insurance experience
- Experience in a professional, service focused and fast-paced environment
Desired Education
- High school or General Education Diploma
Working Conditions/Minimum Physical Requirements
- Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards
- Dexterity of hands and fingers to operate a computer and other office equipment
- Lifting and moving of moderately heavy objects on occasion
- Normally seated for extended periods of time
Other details
- Job family: Insurance
- Pay Type: Salary
- Required Education: High School Diploma
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
