The John M. Glover Agency Job Description
Dept: Commercial Lines
FLSA: Exempt
I. Job Summary
Position is responsible for selling, servicing and developing relationships with business clients.
II. Principal Responsibilities
- Maintain and Document all contacts with prospects and clients in order to provide information risk analysis, insurance needs and acceptance or rejection of additional coverages discussed or proposed.
- Prepare accurate and complete applications for all coverages on new and renewal business and submit to insurance company underwriters.
- Develop proposals and conduct sales presentations based on underwriting information obtained. Bind coverage with carriers and/or broker representatives per client’s request.
- Secure order for business and conduct the initial service assignment (delivering policies, collecting premiums, and explaining the agency’s services).
- Provide day-to-day service and handle renewal from the beginning to conclusion on assigned business clients. Delegates tasks to Account Managers and Assistant Account Managers according to CL procedures and workflows.
- Document sales and servicing activities and account status in connection with daily handling and renewals. Look for ways to write additional lines of business to cross-sell to clients.
- Be continuously aware of the status of accounts receivable on accounts handled, and take appropriate steps to collect premiums due and keep all accounts current.
III. Education/Experience
- High School Graduate
- Bachelors Degree or Associates Degree in Business or equivalent work experience
- CT Property Casualty Producer License
- CIC, ARM, RPLU, CPCU or similar professional insurance designation.
- Measurable commitment to continued professional growth
- Ten Years experience in insurance field, with minimum of five years insurance agency experience
- Excellent working knowledge of p/c insurance lines and of agency policies and procedures.
IV. Job Specific Competencies
- Expert knowledge of commercial insurance products and coverages
- Excellent verbal and written communication skills
- Excellent interpersonal skills
- Strong commitment to customer service
- High degree of thoroughness and accuracy, excellent analytical skills
- Organized, conscientious, persistent, patient, detail oriented
- Effective time management skills. Manages multiple priorities effectively; works well under pressure
V. Business Impact/Scope
Travel: 20-40% Degree of Independent Work: 90%; Time Allocation: Sales: 50% Service 40%, Administrative 10% This individual has developed relationships with key clients and has key knowledge about client operations and exposures.
VI. Organizational Chart:
| Organizational Chart Reporting Structure | Organizational Chart Career ladder |
| Agency President | CL Producer (100% sales) |
| CL Account Manager | |
| CL Assistant Acct Manager |
VII. Physical Requirements
| Light | Moderate | Heavy | N/A | |
| Sitting | ✗ | |||
| Standing | ✗ | |||
| Walking | ✗ | |||
| Lifting | ✗ | |||
| Carrying | ✗ | |||
| Speaking | ✗ | |||
| Listening | ✗ | |||
| Working Inside | ✗ | |||
| Working Outside | ✗ | |||
| Keyboarding | ✗ | |||
| Crawling and/or Kneeling | ✗ | |||
| Crouching or Squatting | ✗ | |||
| Stooping or Bending | ✗ | |||
| Reaching above shoulder height | ✗ | |||
| Grasping and/or Turning | ✗ | |||
| Pulling and/or Pushing | ✗ | |||
| Seeing and/or Color Determination | ✗ | |||
| Traveling i.e. Auto, Train, Plane | ✗ | |||
| Driving Automatic Equipment | ✗ | |||
| Mousing | ✗ |