Description:
Summary:
This role will be seeking new business opportunities and maintaining relationships with existing clients. This role may be segregated specifically into a New Business or Retention Business focus.
This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.
Essential Job Functions:
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Generate leads and pursue new client opportunities. Prospect for business based on your local networks, connections, and communities; send referrals to other departments.
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Develop strong Centers of Influence, network to develop new business opportunities; responsible for meeting or exceeding new business goals set annually.
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Complete and/review the large client survey to gather all pertinent information and work with your assigned account management team to review current policies.
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Develop and maintain active expiration lists through internal and external sources.
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Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients.
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Maintain and foster strong business-to-business relationships.
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Maximize growth and retention by providing exceptional customer service to clients.
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8. Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts.
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Conduct renewal strategy meetings at renewal to address coverage gaps, limit adequacy, and provide industry and insurance trends.
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Obtain information for quotes and, if applicable, work with the marketing team to obtain quotes from the insurance marketplace.
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Provide input on renewal premium negotiations with account management team.
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Work with assigned account management team to prepare proposals and present to prospects and clients.
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Work with assigned account management team to set renewal timeline and complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed.
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Conducts proposal meeting with client.
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Utilize company systems as applicable; Sagitta, ImageRight, Helix.
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Develop accounts and cross-sell available products and services.
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Performs other duties as assigned.
Requirements:
Skills and Abilities:
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Fluency in MS Office products.
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Effective, professional verbal and technical written communication skills.
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Superior sales and networking skills; must be an effective networker.
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Proven track record of success in high activity sales model with clear examples of results.
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Must be a good listener and have a strong work ethic.
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Proven analytical skills.
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Must be detail-oriented, with the ability to plan, manage, and oversee a book of business.
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A self-starter with an entrepreneurial approach and hands-on experience.
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Must be willing to work outside of core hours as needed.
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Ability to multitask and operate in an ever-changing environment is critical.
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Ability to communicate clearly, to work well with others, and to manage time effectively.
Education and Experience:
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Proven record of servicing a book of business with at minimum $500K in revenue.
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Producer license is Mandatory.
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CIC, CPCU, AAI, or AIS designations preferred.
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Bachelor’s degree in a relative field preferred, or equivalent in work experience.
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Sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience.
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Willingness to continue education is essential.
