Personal Lines Renewal Specialist – Paradiso Insurance – Stafford Springs, CT
Mission of the Personal Lines Renewal Specialist
To serve and grow the book of clients by both supporting the sales team in their pursuit of new business and providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals.
Desired Outcomes of this Role
- Maintain a high retention ratio by being proactive and providing extraordinary service
- Look for additional revenue on the book of business in the form of increased coverage, account rounding, adding policy features and generating referrals for new business
- Conducting annual account reviews
Critical Competencies
- Efficiency: Able to produce significant output with minimal wasted effort.
- Honesty/Integrity: Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.
- Organized & Planning: Plans, organizes and schedules in a productive manner. Focuses on key priorities.
- Aggressiveness: Moves quickly and takes a forceful stand without being abrasive.
- Follow-Through: Lives up to verbal and written agreements, regardless of personal costs.
- Intelligence: Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
- Persistence: Demonstrates tenacity and willingness to go the distance to get something done.
- Pro-activity: Acts without being told what to do. Brings new ideas to the company.
- Flexibility/Adaptability: Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
- Calm Under Pressure: Maintains stable performance when under heavy pressure or stress.
- Enthusiasm: Exhibits passion and excitement over work. Has a can do attitude.
- Work Ethic: Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
- High standards: Expects personal performance and team performance to be nothing short of the best.
- Openness to Criticism and Ideas: Often solicits feedback and reacts calmly to criticism or negative feedback.
- Listening Skills: Lets others speak and seeks to understand their viewpoints.
- Communication: Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
- Teamwork: Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- Persuasion: Able to convince others to pursue a course of action.