Job Description
Duties and Responsibilities
- Generates business opportunities and closes sales
- Meets individual monthly and annual sales goals and manages a territory team to ensure territory sales goals and objectives are met
- Initiates contact with firms focusing on getting an application and educating the client on features, benefits, etc. by phone, e-mail, or personal contact
- Delivers quotes
- Handles inbound calls, correspondence, log activities, conference calls, reporting and general territory management
- Renews large firm accounts
- Travels to potential firms
- Provides loss control seminars
- Attends association and convention events and broker meetings
- Initiates and approves development of marketing ads and campaigns
- Handles complicated coverage issues/questions
- Approves new broker contracts, recruits new brokers, and manages broker partner relations
- Builds and maintains relationship with state and local associations to successfully promote their sponsored/endorsed programs
- Works with Senior Management and Carrier to provide market data and program feedback
- Maintains knowledge of policies (ours and competitors), trends, etc
Job Requirements
Bachelor’s Degree (BA) in business or a related field; Sales experience within the insurance industry, preferably business to business
Professional liability insurance experience is preferred
Property and Casualty Insurance License
Ability to work independently and prioritize duties, as well as work cooperatively in a team environment
Above average PC user skills in MS Office and MS Windows applications
Experience with our Customer Relationship Management System (Siebel) or another CRM system is advantageous
Effective written and oral communication skills, including superior customer service skills
Must possess a high level of organization skills and the ability to multi-task
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