Our mission at Barnum P&C is to provide personalized financial protection using a diverse range of insurance products, always with superior customer service.
We specialize in personal home, auto, and umbrella coverage, as well as commercial risk products for all types of businesses.
Role Summary
This position is responsible for prospecting, offering solutions, and servicing clients. In addition to your natural market, a steady stream of warm leads will be provided.
This is a great opportunity to advance your career as a financial services agent, as we have an unparalleled value proposition that other firms simply can’t match :
- Keep renewal commissions so income levels naturally grow
- Steady stream of warm leads are provided to agents, along with connections to Financial Advisors
- Hybrid working environment and an award-winning culture to thrive
- Service support for your clients & industry leading technology enablement
- Ongoing career growth & skill development
Job Objectives
- Conduct needs-based policy reviews as the client's trusted advisor
- Once client needs are determined, match those needs with the appropriate coverage
- Efficiently run and analyze comparative insurance quotes, leveraging EZ Lynx and other tools
- Effectively present options to clients with recommendations on how best to meet their needs
- Build strong relationships with clients to maintain a high level of client service and retention
- Calling leads and engaging in lead generating activities (e.g. networking groups, social media, etc.)
- Develop effective working relationships with Financial Advisors (FA), proactively updating the FA on changes in coverage and opportunities or gaps in the client’s P&C coverage
- Collaboratively work with other P&C insurance agents on the team as well as operations & service leaders to continue improving the products and services that Barnum P&C offers
Requirements
- Property & Casualty License (LA&H license would be added advantage)
- Confident, organized, and motivated self-starter who enjoys working in a fast-paced environment
- Analytical skills to understand complex coverage details and underwriting guidelines
- Technical ability to navigate online tools and efficiently manage client data & lead opportunities
- Strong interpersonal skills to build relationships with clients, advisors, carriers, and leaders
- Highly effective written and oral communication skills
- Professional and service-oriented phone etiquette
- Comfortable with and proactively contributing to a collaborative team environment
- Prior sales experience is a plus, and a growth mindset is a must
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