P&C Insurance Agent, P&C insurance
Core
Sell property and casualty insurance products and services to business clients and members, analyze needs, and develop business relationships.
Role type
P&C Insurance Agent
Builds
General insurance products and services
Domain
Insurance
Deliverable
client delivery
Required skills
Persuasion, Analytical skills, Risk analysis, Contract negotiation, Relationship development, Technology proficiency
Preferred skills
Business insight, Customer focus, Nimble learning, Tech savvy
Responsibilities
Serve members and clients, assess their needs, analyze risks, promote insurance products and help members and clients choose coverage, Prepare quotes and issue insurance contracts, Analyze special underwriting files and make recommendations to practitioners, Respond to information requests, amend and renew contracts, and follow up as needed, Develop business partnerships to generate referrals