Licensed Commercial Insurance Producer
Company: Cothran Schoonover Insurance Group
Location: Lynchburg
Posted on: June 14, 2022
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Job Description:
Position: Commercial Lines ProducerReports to: Principal
AgentDepartment: Commercial Lines Department
Overall ResponsibilitiesCommercial lines producers are responsible
for the production of new commercial lines policies (workers comp,
business auto, BOP, property, general liability, professional
lines, inland marine etc). This position is also responsible for
the cross selling of existing customers.
Specific Responsibilities1. Quote, process and follow up on their
own new business trailing documents/outstanding compliance
requirements as well as e-mails from underwriting distributed by
CSR2. Seek referrals from existing customers and centers of
influence3. Update customers contact information in Epic4.
Communicate with Principal Agent any problems with underwriting or
dissatisfied customers5. Cross sell and upsell customers6. Send
coverage changes and/or replacement of vehicles to CSR7. Utilize
Epic to facilitate follow ups and document conversations with
customers8. Any change requests or certificate of insurance
requests on commercial policies should be referred to the
commercial CSR9. Follow up on outstanding forms/signatures for
yourself.10. Follow up on quotes in Epic (See Quote Process)11.
Call a minimum of 100 Prospects per week or make in person visits
to prospects, lists will be provided with X-Dates and contact
information but you will be expected to build your own list as
well
Nature and ScopeA commercial lines producer is expected to
discharge their duties in a manner that is always consistent with
the customer's best interest. When explaining coverages to a
client, a producer should be cognizant that customers are not
familiar with insurance terminology, and as such, a producer should
use common everyday jargon when doing so would not compromise the
scope of coverage. The producer is expected to project themselves
as a professional at all times. A producer is expected to maintain
accurate records and up to date files for documenting purposes. The
producer should possess strong written and oral communication
skills, be well organized and exhibit a willingness to pursue
professional studies.
Keywords: Cothran Schoonover Insurance Group, Lynchburg , Licensed Commercial Insurance Producer, Other , Lynchburg, Virginia
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