Commercial Insurance Sales Consultant

Responsibilities

• Build and maintain a growing client roster while meeting sales and service standards with an emphasis placed on the quality of insurance solutions presented to the client.
• Meet with and regularly and pro-actively review client needs.
• Demonstrate technical selling skills and product knowledge in all areas an across other company services to provide clients with effective presentations of insurance solutions.
• Understand and ability to sell consultatively and makes recommendations to prospects based on their needs, not on availability of any specific products.
• Use and maintain prospect and pipeline information within agency CRM.
• Develop and maintain a database of qualified leads through referrals, telephone canvassing, face to face cold calling on business owners, direct mail, email, and networking.
• Maintain accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities.
• Acquire detailed client information for submission for underwriting, pricing, and presentation and to seamlessly transition new accounts to the client service team.
• Adhere to all company policies, procedures and business ethics codes.
• Attend regularly and actively participate in scheduled sales meetings, seminars and events.
• Pro-actively establish and maintain effective working team relationships with all support departments and across all affiliated companies for the purpose of maximizing cross-marketing opportunities.
• Participate in continuing education, self education and credentialing.
• Perform other duties as required.

Qualifications

• Bachelor's degree, preferred
• Property/Casualty License Required
• If licensed, maintain Agent/Broker License through continuing education
• 3-5 years of proven successful sales or related experience, required
• Insurance sales experience, preferred
• Proven ability to achieve established sales quotas
• Excellent interpersonal and communication skills
• Experience using contact management software
• Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
• Ability to use menu-driven software
• Ability to work independently
• Assertive, self-starter
• Good Organizational skills with the ability to manage multiple tasks efficiently
• Must process a valid driver's license and clean motor vehicle record