Job Summary:

• Effectively use sales techniques to identify prospective clients and provide leads for new production.
• Utilize software to engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals.
• Attend industry networking events, trade shows and conventions.
• Call on to educate and suggest additions or enhancements to existing insurance programs. 
• Support clients and partner with them when selecting and designing insurance programs.
• Develop niche marketing sales tools.
• Help policyholders settle insurance claims in the event of a loss.
• Track all sales activity using Huddle.
• Market new business submissions and follow-up in a timely manner.
• Attend sales meetings, both locally and nationally as necessary.
• Attend ongoing industry continuing education courses to improve technical knowledge.
• Train clients and partner with account managers on how to effectively manage their insurance programs.
• Develop long-term relationships with clients, carriers, and underwriters.

Skills on Resume:

• Sales Techniques (Hard Skills)
• Software Proficiency (Hard Skills)
• Networking (Soft Skills)
• Client Education (Soft Skills)
• Marketing Tools (Hard Skills)
• Claims Assistance (Hard Skills)
• Continuing Education (Soft Skills)
• Client Training (Soft Skills)

Job Summary:

• Prospecting for new business based on local networks, connections and communities.
• Pursuing and closing new business prospects that are provided by the company.
• Assessing and qualifying new candidates, creating submissions, working with underwriters, providing and explaining insurance quotations and issuing new policies
• Accurately explaining insurance contracts, coverages, relevant endorsements, exclusions and deductibles. 
• Developing well-written and well-rounded accounts to maximize client retention and client profitability.
• Working with and supporting team members to create happy client experiences and an enjoyable work environment
• Use agency management systems, as well as other technology to manage clients, sell, document and log activity, track goals and grow a profitable commercial insurance business
• Providing service support as needed for commercial clients
• Assisting the Commercial Lines Managing Director and Commercial Lines Account Manager 
• Sending produced material to clients/agencies for approval
• Assisting in production for Promotions and Content 
• Liaising with creative departments & being aware of impending workloads

Skills on Resume:

• Business Prospecting (Hard Skills)
• Lead Closing (Hard Skills)
• Candidate Assessment (Hard Skills)
• Contract Explanation (Soft Skills)
• Account Development (Soft Skills)
• Team Collaboration (Soft Skills)
• Tech Utilization (Hard Skills)
• Client Support (Soft Skills)

Job Summary:

• Provide creative solutions in the assessment of a company’s exposures, risks, and in the structuring of a personalized risk transfer program.
• Responsible for developing a strong relationship with key personnel to aid in the retention of accounts
• Responsible for prospecting new appointment opportunities, conducting 1st appointments, and the closing of new business
• Be accountable for all agreed upon revenue goals
• Reports on a weekly basis prospecting activity and sales results
• Be actively engaged in and supported in, the pursuit of continuing education and certifications.
• Writing, producing, shooting and editing commercial and marketing campaigns
• Working closely with Retail Services Director, clients, sales teams and all departments on branding and advertising strategies across all platforms
• Ensuring on air deadlines are met for audio production/voicing material
• Constructing and mixing commercials using Pro-Tools

Skills on Resume:

• Creative Solutions (Soft Skills)
• Relationship Building (Soft Skills)
• Prospecting (Hard Skills)
• Revenue Accountability (Hard Skills)
• Sales Reporting (Hard Skills)
• Continuing Education (Soft Skills)
• Commercial Production (Hard Skills)
• Branding Strategies (Soft Skills)