Business Insurance Agent
BB&T Human Systems - San Francisco, CA

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Line of Business: INSURANCE Job Category: Sales Primary Purpose: Develop and sell commercial lines business Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and maintain active expiration list through internal and external sources. 2. Provide immediate follow up on referrals. 3. Make prospecting calls and obtain new accounts. 4. Provide professional risk management advice to prospects and clients. 5. Obtain information for quotations and market account to various insurance carriers with assistance of staff. 6. Work with CSA's to prepare proposals and present to prospects. 7. Make arrangements with clients to insure premium payment on a timely basis and be responsible for collection. 8. Stay abreast of trends in insurance industry and pursue continuing education. 9. Make follow up calls on insureds to insure client satisfaction with insurance program and insurance needs. 10. Monitor commercial expiration lists. 11. Due to changing business conditions, management may assign additional duties or functions to this position. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. College degree and/or one year experience in commercial lines or equivalent education and related training. 2. State issued agent's license. 3. Sales oriented. 4. Have a thorough knowledge of commercial lines insurance. 5. Documented continuing education. 6. Above average interpersonal skills, both verbal and written
BB&T Human Systems - 22 months ago - save job - copy to clipboard
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BB&T Corporation (BB&T) is a financial holding company. The Company conducts its business operations primarily through its...