Job Title: Sales Executive
Reports to: Agency President
FLSA Status: Exempt
SA12SECE Sales Executive – Commercial Lines
Summary Are you ready for a challenging and rewarding career? At AssuredPartners, we are looking for star performers who are ready and energized to help us reach our goals in a fast-paced organization with astonishing growth.
As of 2018, AssuredPartners is the 12th largest U.S. Broker as ranked by Business Insurance magazine. Approximately 6,000 professionals in over 200 offices throughout the United States and London serve an array of industries, combining local expertise and presence with the strength and support of an international company.
Unlike some smaller Insurance Brokers which lack resources, or National Firms that are more focused on serving their stock holders than customers, AssuredPartners offers deep expertise and specialized tools for the benefit of our clients. Our business model and culture inspires an entrepreneurial atmosphere, a dynamic team selling approach, specialized areas of experience, and no territorial restrictions.
We are seeking exceptional candidates with proven discipline, drive, and commitment who are focused on winning new business and retaining clients for our team. The position demands critical/creative thinking to develop and deliver applicable solutions to our clients. To help you achieve your goals, we offer extensive and continuous development programs for new and established Sales Executives.
Will you be our next Million Dollar Sales Executive?
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Effectively use sales techniques to identify prospective clients to provide leads for additional business. Generates a steady flow of qualified prospects from own leads and company supplied leads and solicits referrals from existing customer base.
Contacts and qualifies prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program. Designs insurance and risk management plans for clients.
Reviews outstanding account receivables, collects payments in a timely manner and keeps record of payments.
Helps policyholders settle insurance claims in the event of a loss.
Anticipates future needs and calls on established clients to renew and upgrade accounts.
Develops long-term relationships with clients, carriers, and underwriters.
Develops a thorough and accurate understanding of the clients' and carriers' business needs.
Gathers complete client information necessary for marketing the account. Gathers updated information at each renewal.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university and more than one year related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management, public groups, and/or boards of directors.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Microsoft Outlook, Agency Management systems, Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Must hold appropriate and valid insurance licenses.
Other Skills and Abilities
Must be a self-starter, imaginative, and creative with good communications skills and strong sales skills.
Must be competitive, persistent, and self-reliant, with high energy and sales drive.
Must be able to cold-call on prospects, influence others and close the sale.
Must have a thorough understanding of insurance underwriting and coverages, including rating procedures.
Must be willing to travel.
Must possess valid driver’s license.