Producer, Commercial Risk

Position Summary

Haas & Wilkerson Insurance is a family-owned, independent insurance brokerage based in Kansas City. We provide insurance solutions to organizations throughout North America and have been doing business locally and nationally since 1939. Many know us for our specialty and niche insurance products, such as insurance for amusements, fairs, festivals, rodeos, waterparks and indoor trampoline parks. We also offer expertise in standard commercial insurance and personal insurance. Our Commercial Insurance division is seeking an entrepreneurial, results-oriented sales professional to join their growing team.

Primary Responsibilities

• Develop a comprehensive understanding of the full scope of Haas & Wilkerson’s services, systems and differentiators.
• Cultivate new relationships through targeted business networking and dedicated involvement in community, civic, and business groups.
• Identify target markets and companies and make initial contacts focused on building relationships with decision-makers and closing sales.
• Uncover and identify prospect needs, primary goals, risk profile, market conditions and corporate objectives and align to Haas & Wilkerson’s resources and solutions.
• Create and leverage a business plan for clients, including market strategies and financial targets.
• Develop and acquire new business revenue through sales to new and existing clients.
• Partners across the agency to utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.
• Manage client relationships and oversee service delivery throughout the life of the relationship, supported by day-to-day account management of the assigned service team.
• Ensure timeframes and deliverables are met in the sales process, ensure an effective and seamless transition to the assigned client service team and ensure that post-sales client needs are promptly met.
• Dedicate time to develop an industry focus or service specialization supporting the overall growth plan of the agency.
• Evaluate the effectiveness of business development efforts and make appropriate adjustments to ensure continuous growth in revenue production.
• Support sales efforts by adhering to department operations and providing timely and accurate prospects data to track and monitor activities for management reporting and sales forecasts.
• Act as a visible leader in an industry and actively participate in industry associations, organizations, boards and charities, as appropriate.
• Participate in team sales situations with other producers and service teams.

Requirements

• Candidates must have at least three (3) years of experience with business to business (B2B) sales or business development, with a solid, successful track record demonstrating excellent sales achievement and client retention.
• A bachelor’s degree from a four-year university or college is required.
• Candidate must have their state Property and Casualty License or the ability to obtain license within 60 days.
• Candidates must have excellent business and financial acumen.
• Strong interpersonal characteristics are crucial as well as the ability to develop relationships with C-suite executives and decision makers through trust and credibility.
• The position requires a proactive, self-motivated individual who is passionate about results, relationship building, and business development.