Stone Hendricks Group

Producer

• Relationship building
• Sell New Business by B2B Sales
• Providing excellent customer service
• Attend network events and associations meetings
• Niche Based Learning and Training
• Conducting policy reviews & updating policies
• Handles Leads from one of the Largest Community Banks in New Jersey
• NOT COMMISSION ONLY/ compensation is DRAW BASED

Commercial Insurance Producer

Account Manager

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Personal Lines Account Manager

Financial Planning and Analysis

• Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
• Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
• Build and maintain strong client relationships, fostering trust and long-term partnerships.
• Acquire and manage a book of business, expanding the firm's client base.
• Conduct thorough financial analyses and market research to identify investment opportunities.
• Ensure compliance with all regulatory requirements and ethical standards.
• Participate in business development activities, including networking and client acquisition.
• Stay up-to-date on industry trends, regulations, and product offerings.

Financial Advisor

• Generating leads through the development of professional relationships, cold calling, community involvement, existing clients, and internal referrals.
• Developing new relationships with individuals responsible for insurance and risk management decisions at prospective clients.
• Maintaining a consistently strong and active new business pipeline.
• Aggressively identifying and pursuing cross-selling opportunities amongst existing clients.
• Participating and taking leadership roles in targeted civic and professional associations.
• Understanding our value proposition for each opportunity and aligning the firm’s resources and expertise with individual sales strategies.
• Developing targeted coverage programs and providing proactive risk management advice that solves unique client challenges.
• Maintaining consistent and high-quality touch points with clients and prospects.
• Championing the proper advocacy of claims.
• Contributing to the performance management and career development of teammates.

• Drive the sale of BOLI/COLI solutions to corporate clients, with a primary focus on financial institutions.
• Effectively communicate and collaborate with stakeholders across Tax, Legal, and HR departments.
• Navigate and manage extended sales cycles, typically ranging from 6 to 12 months, with a strong emphasis on pre-sale due diligence.
• Maintain a deep understanding of regulatory environments surrounding both life insurance and the banking industry as it relates to BOLI/COLI.
• Build and sustain long-term client relationships through trust and high-touch service.

Bank Owned Life Insurance Producer

• Generating leads and scheduling face-to-face meetings with potential and existing customers.
• Traveling to potential and existing client's places of business to present company products and convince customers to make purchases.
• Attending industry events to network and build relationships with potential clients.
• Filling out necessary paperwork and obtaining client's signatures to finalize each sale.
• Investigating and resolving client's complaints in a timely manner.
• Providing exceptional after-sales service to clients by contacting them to inquire into whether they are satisfied with our company and their new insurance solutions..
• Monitoring industry competition by researching competitors' products, pricing, and product success.

Commercial Insurance Producer

Personal Lines Account Manager

Financial Advisor

Commercial Insurance Producer

Bank Owned Life Insurance Producer

Commercial Insurance Sales Producer