Achieve objectives established in annual producer sales plan.
Prospect for new business from existing databases.
Contact prospects for the purpose of providing a quote and making sales appointments.
Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
Collect detailed risk and underwriting information including survey date and loss history.
Deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
Work with marketing department to complete company submissions.
Stay informed of claims or service issues and become involved in resolutions when required.
Participate in renewals, when appropriate by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions.
Maintain pipeline and weekly activity reports.
Promote Univest in the community.
Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
Perform other specific duties as assigned.
Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct