Insurance and Membership Sales Agent
AAA
Business Development Specialist
Brown & Brown Insurance
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $60,000 per year
Job Level
Mid-LevelSenior
About the role
- Generate new business opportunities and expand customer base in the insurance industry alongside the Vice President of Business Development.
- Analyze current customer accounts to establish cross-sell/account rounding opportunities.
- Develop and maintain relationships with key decision-makers on existing accounts to deepen engagement and identify referrals.
- Generate new business leads from lost accounts, industry listings, networking, and referrals.
- Maintain accurate records of sales activities, customer interactions, and pipeline opportunities.
- Collaborate with marketing and advertising teams to develop and implement effective sales campaigns.
- Manage a portfolio of lost accounts, identify reasons for loss, and develop strategies to win back business.
- Stay up to date with industry trends and changes in insurance policies and regulations.
- Collaborate with Customer Service Team to provide outstanding customer experience and daily policy management on an established book of business.
- Review in-force policies and current customers to identify cross-selling opportunities.
- Follow up with customers regularly to ensure satisfaction and identify cross-sell/upsell opportunities.
- Work with insurance company underwriters to obtain timely and accurate quotes.
- Prepare renewal presentations and bind/reissue policies.
Requirements
- Commercial property and casualty insurance experience a plus.
- Proven capabilities in marketing-related duties with an understanding of multiple rating platforms through national and regional insurance carriers.
- Preference is given to applicants with retail agency experience.
- Excellent communication, presentation, and negotiation skills.
- State insurance license is required within the first 90 days of employment.
- Flexibility to establish schedules around core office hours.
