About the role
- Maintain a pipeline of prospective accounts
- Actively generate new leads through community activities, association meetings, and cold calling to obtain expirations and convert leads
- Work within agency procedures and goals to meet sales objectives
- Submit data on potential accounts and renewals to support teammates for processing
- Assist in marketing of accounts and present proposals to prospects and clients
- Provide value-added customer service to existing clients
- Handle complex processing and claim situations with clients and Profit Center teammates
- Develop new business accounts and retain existing accounts
- Responsible for collection of all premiums, including audits subsequent to policy issuance
- Maintain production reports and attend sales meetings
- Promote the agency and the insurance industry in the community
- Participate in company and agency sales contests
- Stay informed of industry developments and attend training on new or revised products
- Pursue personal and professional development
Requirements
- Property and Casualty License or ability to obtain within 6 months
- Insurance designations preferred (RHU, REBC, CPCU, CIC, CISR, ARM)
- High School diploma or GED
- Proficient with MS Office Suite
- Associate or bachelor's degree in business or financial related discipline (preferred)
- 5 or more years in a similar position (preferred)
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Willing and able to travel extensively and to attend agents’ conventions and other industry meetings
- Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter
- Maintains minimum acceptable insurance coverage as outlined by the Driving for Business policy
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off and Holidays
- Preferred Partner Discounts
- Additional teammate benefits and total well-being programs (not reflective of all benefits)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Property and Casualty LicenseInsurance designationsMS Office SuiteSales objectivesData submissionCustomer serviceClaims processingPremium collectionProduction reportsBusiness development
Soft skills
Exceptional telephone demeanorConfidentialityCommunicationCustomer relationship managementTeam collaborationProblem-solvingNegotiationPresentation skillsAdaptabilityProfessional development
Certifications
RHUREBCCPCUCICCISRARM