Sales Agent - Commercial

About the Role

Duties and Responsibilities include the following. Other duties may be assigned.

• Develop and maintain professional relationships with prospective and existing clients.
• Work in line with company policies, procedures and regulations when carrying out sales.
• Call prospective clients by operating company telephone and computer program.
• Shop current and prospective client policies with multiple markets and present quotes.
• Follow up with underwriters negotiating rates, providing additional information, and binding policies.
• Service clients throughout the policy term which includes rate questions, carrier questions, policy questions, claim maintenance, advise client where to classify employees, assist with carrier audits, etc.
• In person meetings/travel to see clients is required.
• Maintain monthly sales quotas.

About the Company

Responsible for account managing various accounts within the agency. Service existing accounts, and successfully retain and create new business accounts.

Qualifications

High school Diploma or GED. Required to obtain an active license in Property & Casualty Insurance. Track record of being results driven, persistent, and motivated to make sales. Effectively manage time. Ability to meet call volume and sales quotas. Strong Interpersonal skills, communication skills, customer services-oriented sales experience, and analytical skills are required. Must keep up with product knowledge. Experience working in a business professional environment.

Required Skills

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees of organization.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's.
• Ability to perform these operations using units of American money and weight measurement, volume, and distance.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.

Preferred Skills

• Knowledge of Microsoft Word, Microsoft Outlook, & Microsoft Excel.
• Oral and written communication skills.
• Time management.
• Professionalism.
• Fast-paced environment.
• Multitask.
• Resilient.
• Self-motivated.
• Sales oriented.
• Customer service.
• Organization.