Sales Executives are tasked with the generation of new business. They prospect for and sell Property & Casualty coverage to new and existing clients in their specified region. Maintain existing relationships with clients in their assigned territory. Our sales cycle is lengthy, therefore qualified candidates must have the ability to build relationships and create a personal bond with clients and prospective clients.
� Provide primary contact with existing clients and prospects. � Manage a portfolio of accounts by calling on policyholders to deliver and explain policy updates or renewals. � Expand existing relationships by suggesting additions or changes to current insurance program in anticipation of the client�s needs. � Ensure timely, accurate and efficient service to clients. � Use consultative sales techniques to suggest new services and products and make recommendations based on analysis of client and/or prospect�s existing insurance packages, circumstances and needs. � Establish and maintain client relationships by providing regular visits and open communication. � Gather and evaluate all relevant information to obtain premium rates for recommended policy. � Advise and make recommendations based on the client�s budget and current economic environment. � Gather data for employee benefit studies that provide existing and potential clients with comparison of benefits within their county and industry. � Attend ongoing educational/training programs required by the State to maintain current license status. � Establish/maintain comprehensive files on all districts within assigned territory. � Prepare and produce scheduled reports in a timely manner. � Other duties as assigned.
� Minimum of seven (7) years of experience as a producer or Sales Executive in insurance as well as proven relationship-based sales success with municipalities. � Active P&C License is required. � Must be an effective communicator, both verbal and written. SOFTWARE: Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Adept at accessing business data from the Internet when required. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to use manual dexterity, handle, or feel objects, tools, or controls; reach with hands and arms; and speak or hear. The employee frequently is required to walk, stand and sit. Position requires employee to frequently exert up to 10 pounds of force to move objects and occasionally exert up to 20 pounds of force to move objects. REASONING ABILITY: 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, verbal, diagram, or schedule form. WORK ENVIRONMENT: Normally not exposed to conditions that are discomforting or disagreeable.