Insurance Sales Agent - Commercial Lines

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Lead all incoming inquiries on a daily basis by contacting clients from our internal customer base, as well as alliance partner relationships, ultimately driving revenue growth and sales
• Meet monthly production and revenue goals set for booking and binding new business
• Qualify and analyze prospects' coverage needs, assess their risk and consult on solutions to meet their needs
• Utilize internal referral management system(s) on a daily basis in order to document progress and milestones within the sales process
• Responsible for contacting prospect at least every 3 days, making substantive and diligent efforts to advance through the sales process
• Education and consult prospects on coverages that are available and appropriate for their business
• Inform prospects about policy inclusions, limitations or changes to enhance coverage
• Follow up with prospects during the sales process to keep the client engaged and informed every step of the way
• Engage in daily virtual client interaction through impactful communication across phone, webinars, emails, PowerPoint, etc.
• Cross sell other Newtek services to a new or existing customer, by creating a partnership and serving the customer any relevant additional services
• Develop and maintain relationships with clients and decision makers to secure and earn relevant business

Knowledge, Skills, And Abilities

• Property & Casualty Insurance License
• Knowledge of insurance products and usages
• Knowledge of insurance markets and reference to markets
• Knowledge of any/all liability coverages, property, professional, management, workers compensation, auto, etc.
• Extensive knowledge of insurance programs and how they protect businesses
• The ability to read policies and break down coverage
• The ability to multi-task in a fast-paced environment and act with a sense of urgency
• Communicate clearly and concisely, both orally and in writing
• Excellent time management, planning and organization skills
• Contribute individually with minimal supervision as part of a team
• Knowledge of how to use Agency Management System
• A sense of urgency and ownership when dealing with clients and prospects of Newtek
• Proficient computer and keyboarding skills, ability to type 35wpm with reasonable accuracy
• Ability to make 50-75 outbound calls per day to make contact with clients to review policies and coverages

Pay

The salary range for this position is $65,000 to $75,000 annually.

Schedule

N/A

Benefits

• Comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match
• On-going training on sales techniques, industry, and competitive landscape to support your career growth

Organizational "Fit"

Newtek is seeking a team player who enjoys technical challenges within a fast-paced environment, applies sound judgment in successful task planning and execution, meet deadlines, and communicates the highest standards of professionalism in his/her appearance and work habits.

Equal Opportunity Employer

Newtek is an Equal Opportunity Employer; M/F/D/V.