Business Insurance Advisor

About the role

This position is directly responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific Sales activities, goals and, service responsibilities are determined during the yearly planning process for this position and are monitored monthly.

Qualifications

• Bachelor’s degree preferred
• NC Department of Insurance Property & Casualty License preferred
• 2+ years of experience in business-to-business sales

Knowledge, Skills, & Abilities

• Ability to discuss, support, and sell insurance products in states where the agency functions.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook).
• Must have excellent communication skills; written and verbal.
• Must be an assertive self-starter with the ability to influence others.
• Must excel at being client focused and able to work in a team-oriented environment.
• Should have demonstrated effective presentation skills through both verbal and written communications.
• Proven leadership ability

Supervisory Responsibilities

May have some supervisory responsibilities as the business grows.

Essential Functions

• Identifies and develops relationships with qualified insurance buyers
• Generates referrals for other team members
• Creates and maintains detailed lists of current and prospective clients
• Designs insurance plans and recommends coverages to clients
• Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
• Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal basis
• Communicates accurate and complete information to account management team in a polite and respectful manner
• Meet scorecard goals

Physical Demands

This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.

Work Environment

This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.

Travel

Some travel is required to visit client sites.