Job Summary :
Quote and close commercial lines insurance sales, at defined weekly and monthly goals, while ensuring customer satisfaction in the sales process.
Responsibilities :
Contact potential clients / customers and build rapport / trust on initial phone call through online digital, referral or other lead sources.
Create and establish a network of referral partners to establish a personal lead generation base.
Collect information on potential customer’s business to determine comprehensive insurance needs and attempt to close the sale using the value of not only price, but of product and services as well.
Perform related duties as assigned by supervisor.
Maintain compliance with all company policies and procedures.
When possible, on initial call, quote, and market customers with the appropriate carrier for their specific insurance needs.
Advise potential customer on best products and services to minimize risk for their business and self.
Close sale of commercial lines insurance products upon completion of quoting process.
Quote and cross-sell additional lines of business
Issue policy with appropriate carrier and follow up on any potential trailing documents required by carrier.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Education / Experience :
1 year minimum insurance sales experience- Preferred
College degree or equivalent work experience required.
Appropriate resident and non-resident insurance agency or broker licenses required.
Knowledge of several insurance carrier’s contracts, underwriting guidelines, and their respective appetites
Knowledge of commercial lines insurance products and procedures for risk management
The ability to analyze information independently
The ability to prioritize and utilize effective time management
Knowledge of Microsoft Office and ability to operate a personal computer using Word and Excel.
Excellent communication skills necessary to communicate effectively with clients and co-workers using tact and diplomacy whether over the phone or in-person.
Good judgement and discretion are necessary to maintain confidence and make sound decisions.
The ability to work closely with others and to contribute actively to the work group and with the organization productively and positively is required
Regularly meet or exceed sales goals
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