Job Title
Commercial Lines Sales Representative

Classification
Commission

Title of Immediate Supervisor
Commercial Lines Manager
Department
Commercial Lines Insurance
PRIMARY FUNCTION
Sell all lines of insurance as licensed .
MAJOR DUTIES AND RESPONSIBILITIES

1. Field and return calls concerning quotes for property and casualty insurance.

2. Seek out new clients or additional lines based on needs.

3. Customize quotes to suit individual needs, determine eligibility, contact underwriter if necessary.

4. Calculate accurately and deliver rates in timely manner.

5. Accurately retrieve information and complete necessary paperwork to obtain insurance policy.

6. Collect and record payment for services rendered.

7. Represent agency in ethical, professional and courteous manner.

8. Explain coverages, features, advantages, disadvantages of various policies to promote sales of Insurance plans.

9. Follow John Yurconic Agency policies and procedures.

10. Be a reliable and dependable team player.

Other related duties as assigned.

JOB SPECIFICATIONS

Knowledge and Skills

- Knowledge of processes for providing customer service, principles and methods for promoting and selling products.

- Ability to manage one's own time and others time.

- Strong oral and written communication skills.

- Ability to listen and speak effectively to others.

- Ability to think critically and make appropriate decisions.

- Knowledge of English language, understand written sentences and paragraphs in work related documents.

Credentials and Experience

High School Diploma

Minimum one year experience selling Property and Casualty Insurance.

Valid Property and Casualty License.

Proven track record in Sales \ Retention.

Work Environment/Equipment

Computer keyboard, Applied, calculator, Microsoft Word.

Postage machine, copier/fax, alarm system, and phone system.

Physical Requirements

Ability to stand for long periods of time.

Manual dexterity to operate computer and calculator.

Visual skills to read and interpret reports and data recording.

Hearing and speaking skills as required.

Supervisory Responsibility

N/A

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