COMMERCIAL LINES INSURANCE AGENT
Quick Summary
Commercial lines insurance agent responsible for collecting risk data, developing coverage plans, generating quotes, and selling policies to clients.
Skills & Keywords
Additional Information
• Collect detailed risk and underwriting data from clients and prospects to determine appropriate risk management solutions
• Develop suitable plans based on client needs
•Generate accurate quote proposals for new and existing clients
• Present proposals and sell policies to new and existing clients
• Prepare and present coverage options and information to clients
• Clearly explain the details and implications of coverages to clients
• Provide client support and knowledgeable guidance during the policy writing and renewal processes
• Expand business and agency reach through networking opportunities
• Exhibit excellent business acumen skills with emphasis in organizational selling
• Track and identify areas of improvement
•Comply with insurance standards and regulations
• Address client issues surrounding claims, eligibility, enrollment, and rates, etc. in a timely manner
• Maintain accurate and complete documentation of all transactions
• Conduct policy renewal reviews with current clients
• Process change requests and resulting policy endorsements
• Service the agency’s current book of business with courtesy and professionalism
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Source
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