NYS Property & Casualty and/or Life, Accident and Health Agent's license required.
Bachelor's degree with 7 years of relevant experience or equivalent education and experience.
Professional insurance designation preferred.
5 years of insurance sales experience required; 7 years preferred.
Valid Driver's License.
Responsibilities
Manage sales and service support activities across distribution channels in assigned territory.
Develop and implement annual marketing strategies to boost insurance revenue.
Acquire new customers and cross-sell products to existing clients.
Build and maintain relationships with banking and insurance partners to identify mutual opportunities.
Ensure collaboration within Personal and Small Commercial Insurance departments.
Benefits
High degree of travel required for the role.
Opportunity to work closely with banking partners and insurance carriers.
Engagement in a dynamic sales environment with a focus on personal and small business insurance.
Professional development opportunities through collaboration with experienced colleagues.
Full Job Description
Manage and direct activities and functions performing sales and service support for all distribution channels within assigned sales territory or channel. Establish annual marketing strategy to increase personal and small business insurance revenue through organic growth. Perform and oversee activities and functions defined in plan that acquire new customers and cross-selling additional products and/or services to existing customers. Establish and maintain effective relationships with banking and insurance partners; collaborate to identify opportunities beneficial to all. Establish and maintain successful relationships with Premier Client Group customers. Collaborate with management to ensure cohesiveness within the Personal and Small Commercial Insurance departments. High degree of travel is require
Education and Experience:
Property & Casualty and/or Life, Accident and Health NYS Agent's license required.
Bachelor degree and 7 years relevant work experience or equivalent combination of education and experience required.
Professional insurance designation preferred.
5 years of insurance sales experience or education required; 7 years preferred.
Valid Driver's License.
Skills and Abilities:
In-depth understanding/knowledge of business development in a retail environment; ability to develop, communicate, and implement marketing strategies that identify new leads and distribution methods; ability to perform effectively in a sales environment and understand sales demands and responsibilities.
Possess exemplary verbal and listening skills and demonstrate a high level of professionalism; ability to effectively interact with diverse individuals.
Ability to meet or exceed sales goals; must possess sharp sales skills, follow-through, and ability to close sales.
Effective collaboration abilities to build and foster positive relationships at all levels within the agency, with banking partners, carrier representatives, and customers.
Proficient in Microsoft Office technology knowledge and skills.
Strong knowledge of core carriers’ products and services; ability to perform needs assessment to identify customers’ risks and exposures.
Tasks Performed:
65% - Conduct sales activities aligned with our Personal Lines and Small Commercial marketing strategies that meets or exceeds agency revenue targets. Collaborate with support staff to ensure documentation is complete to allow for efficient quoting and coverage placement with carriers.
10% - Regularly meet with banking partners to foster positive relationships and for identifying insurance and banking opportunities. Facilitate improvements that enhance the banking partner's experience. Collaborate with NBTI Sales and Account Executives to identify cross-sell opportunities with their customers to gain introductions.
10% - Support Premier Client Group customers by identifying coverage risks and solutions and by servicing as their advocate. Collaborate with personnel involved in providing general servicing to ensure customer expectations are met or exceeded.
10% - Participate in regularly-held meetings with insurance carrier representatives to foster strong relationships, to identify our performance standings, and to learn of new carrier initiatives and/or products.
5% - Perform other duties as assigned.
Physical Requirements:
Communicate effectively with internal and/or external customers
