Position Focus:

• Prospects, solicits, quotes and consults for new Commercial, Personal and Benefit Insurance accounts
• Counsels and markets to existing clients
• Prequalifies insurance prospects for insurability and quality of risk
• Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
• Completes all required applications and documentation; obtains signed application
• Support all Branch initiatives, as guided by Lawley values, sales culture and scorecard

Successful candidates possess:

• Minimum of three (3) years’ experience in a similar or related position
• Extensive sales skills and customer service focus
• Ability to generate new business sales, retain existing business and cross sell other lines of business

• Relevant understanding of insurance documents and policy forms
• Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
• Pertinent knowledge of insurance markets and special programs

• Property/Casualty license; Insurance designations preferred
• Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
• Independence and ability to function well on a team
• Incredible attention to detail and organizational skills
• Positive attitude, even in a high stress environment
• A need to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision making skills especially in regard to prioritization
• Participates in projects on an as-needed basis
• Precise communication skills, even under time constraints