Business Insurance Advisor

Sales

• 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

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).
  • Applied EPIC, etc.
  • 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.

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.