Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

Production:

Prospect new clients.Quote and sell new business.Cross-sell additional products and services

Marketing:

Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.

 Customer Service:

Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client’s needs.Collect premiums and fees billed, if applicable

Corporate Citizenship:

Promote and maintain good client, company, and fellow employee relations.Promote the company image through civic, social, and business activities, and endeavors.

Product Knowledge:

Build and maintain internal and external knowledge of product and service offerings.Stay abreast of industry trends and pursue continuing education.

 Other Duties and Responsibilities:

Other duties and responsibilities as directed by management.

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