Job description

SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES Identifies new leads and gathers the necessary information for submissions; Develops, presents and sells new business proposals to appropriate prospects; Gathers necessary information; develops, delivers and sells renewal proposals; Performs periodic service calls on all accounts and provides or coordinates customer service as requested; Sells additional coverage to existing customers; Facilitates joint sales calls and the sharing of lead information among departmental members; Attends and actively participates in regular sales meetings; Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives; Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals; Achieves educational and professional development goals established by agency management; Maintains a professional demeanor and actively supports and promotes a positive public image for the agency; Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE One or more year of insurance industry experience; PEO experience preferred Valid insurance license Must continue to meet Continuing Education requirements SKILLS Excellent verbal and written communication skills Excellent presentation and counseling skills Ability to work within a team and to foster teamwork Excellent leadership, problem solving and time management skills Advanced influencing skills Good planning, organizational and prioritization skills Proficient in Microsoft Office products

Requirements

Must-haves

Identifies new leads and gathers the necessary information for submissions;
Develops, presents and sells new business proposals to appropriate prospects;
Gathers necessary information; develops, delivers and sells renewal proposals;
Performs periodic service calls on all accounts and provides or coordinates customer service as requested;
Sells additional coverage to existing customers;
Facilitates joint sales calls and the sharing of lead information among departmental members;
Attends and actively participates in regular sales meetings;
Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;
Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals;
Achieves educational and professional development goals established by agency management;
Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;
Other duties as assigned.
Valid insurance license
Must continue to meet Continuing Education requirements
Excellent verbal and written communication skills
Excellent presentation and counseling skills
Ability to work within a team and to foster teamwork
Excellent leadership, problem solving and time management skills
Advanced influencing skills
Good planning, organizational and prioritization skills
Proficient in Microsoft Office products

Nice-to-haves

One or more year of insurance industry experience; PEO experience preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: dayforce
Effort: medium

Benefits

Benefits detected in the listing.

Professional Development