Advisor

Develop and manage a book of business by scheduling fact-finding appointments, analyzing customer needs, and identifying gaps in present coverages. Create coordinated insurance and risk management plans, calculate quotes, and negotiate pricing terms with carriers to bind coverage within agency authority. Identify new prospects, nurture existing relationships, and service customers by evaluating exposure changes, answering coverage questions, and remaking accounts as necessary. Meet established revenue standards and quotas while independently developing strong relationships with company representatives and underwriters.