Commercial Insurance Advisor – Property & Casualty
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Sarasota • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
- Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
- Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
- Document activity, notes, and prospect data in appropriate CBIZ systems
- Develop and present recommendations to clients based upon consultative selling approach
- Appropriately close for new business, documenting won and lost opportunities and reasons
- Seamlessly transition sold clients to designated client service team
- Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
- As appropriate, work with client service team to serve client and retain business
- Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
- Identify, initiate, and support cross serving leads to other CBIZ business developers
- Responsible for meeting annual sales goals if applicable to position
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED equivalent
- Some relevant industry experience
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Must be able to travel based on client and business needs
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
consultative salescommunicationnegotiationrelationship buildingpresentation skillslead generationclient servicestrategic advisingmarket analysisbusiness intelligence
Certifications
High School DiplomaGED equivalentrequired licenses/credentials