· Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company.

· Solicit referrals from existing accounts

· Assist in resolving any problems in accounting or claims

· Support and enhance the standing/position of office personnel with clients as part of a broader client relationship

· Coordinate timely presentations for both current and renewal business

· Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.

· Achieve a balance in production to meet agency "mix of business" goals

· Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc.

· Accurately describe policies and endorsements for precise alignment with client needs

· Assist

Account Managers with the closing of prospective accounts and collaborate on the enhancement of existing accounts.

· Enhance cross selling efforts by referring clients to Life and Commercial Lines

Departments

· Expected to meet and track monthly new business premium goals through a variety of sources:

cold calls, referrals, niche marketing and other appropriate avenues

· Must acquire all necessary information for a quality new business submission,

inclusive of: information to complete application, questionnaires, photos,

diagrams, and any other data pertinent to accurately grading risk

· Be available for communication with marketing department, underwriter, and loss control staff

· Assist with the presentation of new business proposals to clients

· Arrange for delivery of the policy when received from company

· Maintain knowledge of underwriting criteria for carriers represented by brokerage

· Assist senior staff in the evaluation and coordination of risk submissions for selected markets

· Maintain a working relationship with underwriters, enabling producer to occasionally negotiate the placement of risks

· Keep current with new developments on existing accounts

· Submit outbound communications (letters, calls, etc.) as required

· Assist the

Senior Account Executive with the presentation of renewal documentation

· Maintain client relationships; resolve coverage and payment issues Counsel clients on coverage and issues/questions

· Obtain,

explain, and exchange information with business representatives, clients,

contractors/suppliers (company representatives), employees, and the general public