- Under direct supervision, underwrites and assesses risk and makes recommendations for less complex accounts in a market segment.
- Establishes effective relationships with customers, agents and brokers.
- Develops consultative sales and marketing skills through their interaction with agents/brokers and via coaching from their manager.
- Develops negotiation skills through their interaction with agents/brokers and via coaching from their manager.
- Develops planning and organization skills necessary to effectively manage desk and assume a territory.
- Effectively collaborates with others on all aspects of job. Understands the need to seek enterprise-wide solutions to business problems.
- Takes initiative for personal development and seeks to learn through underwriting, marketing, and other related opportunities.
- Perform other duties as assigned.
Requirements
- Educational background/ coursework in Business Administration/ Management, Finance/Accounting, Economics, Mathematics/Science, Sales/Marketing/Communications.
- Industry/Business Knowledge: Demonstrates an ability, desire, and intellectual curiosity to learn the business.
- Business Perspective: Uses knowledge of internal and external factors impacting the property & casualty industry to make decisions.
- Analytical Thinking/Financial Acumen: Identifies current or future problems or opportunities, analyzes, synthesizes and compares information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision making. Understands and uses financial information, tools and expense management principles to accomplish day-to-day work and maximize profitability.
- Relationship Management: Seeks out, builds, fosters and maintains productive relationships, networks or alliances to meet goals and achieve results.
- Valid drivers license or alternate means of personal transportation.
- Bachelor degree or one year of applicable business experience.
Core Competencies
Demonstrates strong analytical thinking and financial acumen to assess risk and make informed decisions in the property and casualty industry. Builds and maintains effective relationships with customers, agents, and brokers while developing consultative sales and negotiation skills.
Highest-signal resume keywords
- Analytical Thinking
- Financial Acumen
- Relationship Management
- Consultative Sales Skills
- Negotiation Skills
ATS Optimization Keywords
Hard Skills
- Risk Assessment
- Financial Analysis
- Market Analysis
- Expense Management
- Business Administration
- Finance
- Economics
- Mathematics
- Sales
- Marketing
Soft Skills
- Collaboration
- Initiative
- Planning
- Organization
- Communication
Certifications & Qualifications
Industry Keywords
- Property & Casualty Industry
- Business Perspective
- Customer Relationship Management
- Consultative Selling
- Underwriting