Sales – Business Insurance

Position Qualifications

• Current North Carolina Property and Casualty license, or willingness to secure and maintain license.
• Bachelor of Arts/Bachelor of Science Degree or equivalent experience.
• Proficient in Microsoft Office (Outlook, PowerPoint, Excel, Word) as well as other online services, including prospecting tools and social media platforms.
• Willingness to learn, participate in training opportunities and dig in to self-study to learn the industry, carrier coverages and specific niche competitive attributes.
• Strong work ethic and ambition.
• Entrepreneurial spirit and interest in participating in the building and continuous improvement of an agency that serves its clients like no other!

Position Responsibilities

• Develop a pipeline by connecting with prospects via phone, email, social media and in-person visits.
• Prepare significant prospect due diligence through extensive research.
• Provide carriers with necessary underwriting information and negotiation on behalf of clients.
• Protect the interests of the agency by qualifying clients that best fit our model and maintaining quality documentation.
• Establish relationships with local centers of influence within target markets and industries.
• Attend trade shows and networking events within target industries.
• Keep abreast of changing market conditions and carrier products to best serve clients.
• Consult clients regarding insurance plan design and coverages.
• Help clients with loss control and risk mitigation programs.
• Educate clients on coverages, important exclusions and other documentation requirements.
• Work with Account Managers in servicing existing client’s needs, including analyzing their current insurance program, suggesting additions or changes, offering new coverage options, and remarketing the account as needed.
• Review client contracts for insurance requirements and advise clients accordingly.
• Collaborate with Claims Managers and confer with clients on claim related issues and provide information necessary.
• Participate in insurance carrier meetings and functions to develop strategic working relationships with underwriters and stay abreast of evolving products and services.
• Utilize agency document management system to ensure timely, cohesive collaboration of the team for the client’s benefit and accurate delivery of a final policy.