Position Overview
This position is responsible for growing our Commercial and Personal Lines Insurance business (with a focus on Commercial) throughout the region.
Essential Duties and Responsibilities
- Identify, cultivate, solicit and close new business for the company focusing on offering risk management solutions to commercial clients
- Generate and continuously cultivate an ongoing list of prospects
- Utilize cold calls, prospecting emails, mail, professional associations, and networking to build a relationship with clients and prospects
- Help commercial clients grow and protect their businesses by introducing the World platform which includes so much more than just the standard risk management / insurance products.
You can increase your income by introducing our full suite of solutions offered by World (such as Human Capital, Payroll and Employee Benefits, etc.)
- Assess all forms of risk exposure, make recommendations, and create custom programs to eliminate gaps in coverage
- Identify opportunities to round out accounts for existing clients
- Maintain client relationships and drive retention of accounts through the renewal workflow / process
Qualifications
- Previous sales experience, experience working in an insurance brokerage or carrier a plus but not required
- Self-motivated, driven, personable and highly motivated to achieve success
- Good written and verbal communication and presentation skills
- Excellent time management, organization and follow-up skills - Maintain a sense of urgency and ability to work with and meet deadlines
- Consultative, positive and resourceful approach to dealing with prospects, clients and associates
- Excellent listening skills with strong customer focus - including the ability actively listen, and problem solve with minimal assistance
- Applied Epic or similar agency management software experience is a plus
- HubSpot and related sales tools a definite plus
- Able to work independently and enjoy a high degree of interaction with team members
- Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
- Attention to detail and commitment to a high level of accuracy
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
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