PHLY

Sales

• Provide sales training and coaching to strengthen product positioning, objection handling, call control, and successful sales conversion
• Lead live call demonstrations, trainee shadowing, and guided practice sessions to demonstrate customer engagement standards and prepare trainees for independent performance
• Coach representatives on tone, pacing, confidence, and sales presence to help them manage complex customer conversations with professionalism
• Monitor call activity, performance metrics, and quality results to identify skill gaps and deliver targeted coaching in sales techniques, underwriting knowledge, procedures, and soft skills
• Develop, refine, and standardize sales techniques including rapport-building, needs discovery, assumptive closing, and value-based selling
• Create and refine call guidelines and objection-handling frameworks that provide clear, compliant, and effective guidance for common sales scenarios
• Partner with the Training team, Team Leads, and Supervisors to communicate performance trends, escalate improvement opportunities, and support consistent training outcomes
• Continuously improve training delivery, classroom facilitation, and coaching methods to increase trainee readiness, consistency, and long-term performance
• Model high energy, positivity, patience, and encouragement while supporting representatives through the learning process
• Perform other duties as assigned

Sales Trainer

Risk

• Provides technical expertise in a specialty area
• Consults with underwriters and insureds about significant loss prevention programs
• Performs risk analysis assessments
• Delivers risk management and loss prevention programs
• Conducts loss control surveys, analysis and recommendations
• Communicates with agents, insureds and underwriters about specific risks
• Maintains up-to-date technical knowledge of safety legislation and regulation
• Assists in training new staff

Risk Services Consultant II

Claims Specialist

• Investigate, evaluate and settle more complex first and third-party commercial insurance property claims.
• Evaluates each claim in light of facts; Affirm or deny coverage; investigate to establish proper reserves; and settles or denies claims in a fair and expeditious manner.
• Communicates with all relevant parties and documents communication as well as results of investigation.
• Thoroughly understands coverages, policy terms and conditions for broad insurance areas, products or special contracts.
• Travel is required to attend customer service calls, mediations, and other legal proceedings.

Claims Specialist – Professional Liability

• Investigate, evaluate and settle more complex first and third party insurance claims
• Communicates with all relevant parties and documents communication as well as results of investigation
• Investigates circumstances of routine as well as complex claims to determine if and to what extent coverage applies
• Thoroughly understands coverages, policy terms and conditions for broad insurance areas, products or special contracts
• Evaluates each claim in light of facts, policy considerations and corporate direction
• Pays and/or reserves and/or denies coverage as appropriate

Sales Trainer

Risk Services Consultant II

Claims Specialist – Professional Liability

Senior Claims Specialist – G/L