Essential Duties and Responsibilities:

• Proactively identifies client's needs and establishes key relationships by identifying and closing sell opportunities.
• Maintains adequate knowledge of rating procedures, coverage, and the industry to effectively manage, maintain and develop client relationships.

• Meet the established production requirements

• Respond to clients inquiries in a timely manner.
• Provide creative solutions and establish key relationships
• Manage the relationship and transitions maintenance to appropriate customer service rep.
• Completes the application forms and assists CSR in obtaining loss runs and other documents needed for quoting purposes. May at times be called on to submit the applications and other documents to the carriers
• Maintains adequate knowledge of coverage and the industry to develop client relationships.
• Timely follow up with clients regarding insurance inquiries
• Reports on a weekly basis prospecting activity and sales results
• Responsible for creating pipeline for commercial business in order to meet production goals
• Consistently contact current customers and converting them into multi-line clients

Minimum Qualifications:

Education

• Specialized training, two year degree, technical or vocational certification or an equivalent mix of education and experience is required. Valid Texas Insurance license.

  Experience

• Requires Commercial lines experience and insurance licenses.
• This position requires up to two years of industry experience in sales and delivery
• AMS360 experience a PLUS

Knowledge, Skills, and Abilities

• Strong interpersonal communication skills and strategic and creative thinking abilities.
• Demonstrates effective time management.
• Assumes responsibility for achieving results.
• Flawless service work that stands out in this highly competitive market place.
• Passion for accuracy.
• Continually learns and stays apprised of current trends in the insurance marketplace.
• Builds collaborative and productive relationships within the organization.
• Proficient in relevant software including Microsoft Office, Word and Excel. Demonstrated ability to learn and utilize new technology.
• Be a self-starter and willing to take "ownership" of your day-to-day business

Physical Demands and Work Environment:

(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. An employee must frequently lift and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions.

Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Some local travel to various offices could be needed.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process