Hold appropriate License(s) for essential job functions
First-hand knowledge of middle-market commercial insurance
3-5 years experience as a commercial insurance producer or equivalent
Outstanding communication skills (oral, written, interpersonal)
Proficient with agency management systems and Microsoft Office
Intermediate user of Word, PowerPoint, and Excel
Advanced insurance designations desirable
Responsibilities
Develop, meet, and exceed sales projections
Generate new leads through community activities and cold calls
Conduct regular meetings with prospects and clients at their locations
Submit account data and proposals, close sales, and deliver policies
Collaborate with claims and service teams on complex insurance issues
Promote the agency and insurance industry in the community
Stay informed of industry developments and product trends
Benefits
Strong compensation plan based on results
Opportunity for growth and development
Supportive teamwork environment
Full Job Description
Our Role:
The Client Executive takes the lead with new business opportunities, helping prospective clients identify risk profiles and obtain the best insurance coverage possible. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service and marketing teams to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms.
Its Responsibilities:
Develop, meet and exceed sales projections
Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients
Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations
Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies
Partner with the claims and service teams to manage complex insurance issues
Promote the agency - and insurance industry - in the community
Keep informed of industry developments, trends, new products, etc.
Your Qualifications:
Hold the appropriate License(s) to successfully perform the essential job functions
First-hand knowledge of middle-market commercial insurance
3-5 years work experience as a commercial insurance producer, or equivalent
Outstanding oral, written and interpersonal communication skills
Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters
Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs
Intermediate user of Microsoft Word, PowerPoint and Excel
Advanced insurance designations desirable
Able to travel independently to meetings, conferences and/or client facilities
Your Attributes:
Able to work in and contribute to culture of teamwork and cooperation
Well-groomed and neat appearance
Adept at managing change and stressful situations professionally
Persuasive personality
High degree of self-discipline and motivation
Self-motivated to manage, organize and prioritize one's own work
Successfully handle multiple assignments and shifting priorities
Disciplined with time management
Consistent attention to detail and accuracy in all aspects of work
We invite you to include a cover letter with your application. No phone calls about the status of this position, please.
