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Our client, based in Bellevue, WA, is an independent, full-service insurance agency specializing in providing affordable, customized employee benefits. Boasting over 75 years of combined experience, they cater to diverse industries—including construction, technology, and manufacturing. They are recognized for their high-touch, personal service and innovative, non-traditional strategies.
Job Responsibility:
Generating new business opportunities, managing the end-to-end sales process, and ensuring client retention through consistent relationship management
Prospecting appropriate business in line with company and business segment goals & thresholds
Presenting proposals professionally, reviewing coverages in detail to ensure understanding
Communicating with clients, prospects, insurance company partners, and the service team professionally
Finalizing the sale and collecting necessary documents, applications, etc., and briefing the service team on the policy sale
Actively participating in social, civic, trade organizations and industry networking events which will assist in promoting the agency and obtaining referrals
Maintaining understanding and knowledge of underwriting criteria to effectively communicate to all involved parties
Meeting and exceeding monthly new business goals
Reviewing and resolving client disputes regarding complex claims
Requirements:
Valid Producer license in good standing
Experience in prospecting and finding business, building and maintaining a pipeline, and having been successful as a validated producer
Minimum of 3 years of independent agency experience
College Degree in Business Administration, Insurance, Risk Management or related field