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.

Commercial Insurance Producer

Personal Lines Account Manager

Financial Advisor

Commercial Insurance Producer

Bank Owned Life Insurance Producer