Personal Risk- Client Exec./Sales Advisor (MN or remote)

About the role

This is a full-time role offering a hybrid schedule from our St. Paul or Plymouth, MN offices. Comprehensive experience with P&C markets in the Twin Cities Region is required. Some travel within the region is expected. We will consider remote candidates who are experienced in the regional market and able to meet all deliverables and travel requirements.

Responsibilities

• Understand various Carrier Appetites and Carrier Websites.
• Work closely with Carrier Underwriters to determine risk placement.
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
• Execute policy correspondence delivery per agency guidelines and procedures.
• Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives.
• Aid with special projects as assigned by management.

Requirements

• Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.
• Comprehensive experience with P&C markets in the Twin Cities Region.
• Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners.

Qualifications

• Ability to work independently and anticipate client and team needs.
• Effective time management and decision-making skills.
• Strong leadership and diligent follow-through skills.
• Ability to negotiate and express ideas clearly in both written and oral communications.
• Proficiency in MS Office suite, CRM-EPIC preferred, MS Teams.
• Influential presentation and public speaking abilities.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of people/personalities.
• Ability to travel, approx. 5% with Central region.

Skills

• Strong computer skills.
• Effective verbal, written, and electronic communications.

Benefits

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Pay

The base salary range for this position is $55,000 to $75,000. Compensation will also include 40% commission on new business. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

This role offers a hybrid schedule from our St. Paul or Plymouth, MN offices.