• Identify new leads and gather the necessary information for submissions
• Spend most time in front of prospects or customers actively servicing client needs
• Develop, present, and sell new business proposals to appropriate prospects
• Gather necessary additional information and develop, deliver, and sell renewal proposals
• Comply with account quality and size standards established by the agency
• Establish the payment arrangement for each customer and collect premiums according to the agency’s collection policy
• Perform periodic service calls on all accounts and provide or coordinate customer service
• Conduct risk management surveys and determine insurance coverage needs based on sound risk management principles
• Provide continuous professional advice, guidance, and suggestions 
• Improving the risk management programs of agency clients and prospective clients

Skills: Lead Generation, Client Service, Proposal Development, Renewal Management, Account Compliance, Payment Collection, Risk Assessment, Professional Advising

• Sell additional coverage to existing customers
• Facilitate joint sales calls and the sharing of lead information among the life, health and personal lines departments
• Attend, be on time and actively participate in regular sales meetings
• Participate in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives
• Assist the marketing department in securing and negotiating quotations and the placement of coverage with appropriate insurance carriers
• Develop and implement an annual sales plan, with quantified sales goals, which identifies new business prospects to be solicited and additional insurance coverage by existing clients
• Achieve annual sales goals and provide regular feedback to management on progress toward those goals
• Track prospects and marketing activity exclusively in the approved sales management program
• Achieve educational and professional development goals established by agency management
• Maintain a professional demeanor and actively support and promote a positive public image for the agency

Skills: Coverage Sales, Joint Selling, Meeting Participation, Company Relations, Quote Negotiation, Sales Planning, Goal Achievement, Prospect Tracking

• 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 and 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 for commercial clients
• Assisting the Commercial Lines Managing Director and Commercial Lines Account Manager

Skills: Business Prospecting, Deal Closing, Candidate Assessment, Submission Preparation, Quote Explanation, Contract Knowledge, Client Retention, Team Support

• Listen attentively to new and potential clients, evaluate their needs, and propose ideal options for their unique circumstances and insurance needs
• Prepare personalized insurance quotes, overcome objections, and close sales while providing great customer service and communication
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements
• Provide timely responses to all inquiries, quote proposals and document all conversations and next actions in the provided software system(s)
• Continuously educate yourself on the industry and learn about new products and services
• Create and maintain relationships with customers, coworkers, and the company's real estate agent connections
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Develop leads, build relationships, and generate new business
• Develop insurance quotes and close sales
• Provide an extraordinary customer service experience to customers

Skills: Client Evaluation, Quote Preparation, Sales Closing, Policy Compliance, Industry Knowledge, Relationship Building, Client Onboarding, Lead Generation

• Meet with Clients at their home or business to deliver and explain policy terms
• Analyze insurance programs and suggest additions or changes
• Customize insurance programs to suit individual clients, often covering a variety of risks
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, property, liability, workers' compensation, professional liability and umbrella policies
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, potential exposures and risk management solutions, and to discuss any existing coverage
• Seek out new clients and develop clientele by networking to find new clients and generate lists of prospective clients
• Explain the features, advantages and disadvantages of various policies to promote the sale of insurance plans
• Negotiate coverages and premiums with carrier underwriters
• Ensure that policy requirements are fulfilled, including any completion of appropriate forms
• Ensure understanding of Company Best Practices
• Inspect the property, examining its general condition, type of construction, age, and other characteristics
• Processing insurance applications, quotes, ratings, and cost estimates

Skills: Policy Explanation, Program Analysis, Program Customization, Policy Sales, Client Interviewing, Networking, Coverage Negotiation, Application Processing

• Achieve objectives established in the annual producer sales plan
• Prospect new business primarily by phone, mail, referral or other marketing
• Lead generation techniques for identified target groups in accordance with agency guidelines
• Follow up on referrals provided by the agency team within the designated time frame
• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
• Submit, rate, quote and place quality new business in accordance with agency and company appetites
• Negotiate coverage and pricing to provide the best value to the client
• Communicate effectively with customers, agency and company personnel
• Provide complete and accurate risk and underwriting information, including classification and survey data and loss history, to agency and company personnel
• Conduct client and prospect appointments to assess insurance needs
• Communicate proposals and renewals

Skills: Sales Planning, Business Prospecting, Lead Generation, Referral Follow-Up, Proposal Development, Policy Quoting, Coverage Negotiation, Client Communication

• Provide coverage and pricing options
• Explain the details and the desire to conduct business
• Introduce Account Manager roles to clients and involve them as a valued member of the agency team
• Support Commercial Lines and Employee Benefits sales efforts through a mutual referral network to cross-sell qualifying business
• Adhere to agency standards for workflows, procedures and utilization of the agency management system
• Maintain client documentation and reduce agency exposure to Errors and Omissions
• Comply with all regulatory requirements regarding licensing, sales and service of Property and Casualty business
• Work effectively as a member of a production team in coordination with management and customer service representatives to achieve agency goals
• Provide outstanding service in a professional and courteous manner
• Complete and maintain reports and attend all sales and commercial lines meetings
• Keep informed of industry developments through review of trade press, attending carrier training meetings, and continuing education

Skills: Coverage Options, Business Communication, Client Onboarding, Cross Selling, Workflow Compliance, Documentation Management, Regulatory Compliance, Team Collaboration

• Contact prospects, schedule appointments, and make sales presentations
• Develop prospecting programs and follow-up for maximum results
• Maintain a prospect list of clients for the target business
• Balance production to achieve the desired mix of business
• Promote products of carriers that the firm has identified as important
• Coordinate production efforts with marketing and service personnel
• Accurately and thoroughly complete survey and application forms before marketing or submitting to be marketed
• Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood
• Arrange payment terms for all accounts in accordance with agency credit and collections policies
• Gather information on renewals
• Deliver renewals and/or binders following agency guidelines
• Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
• Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques
• Stay up-to-date on the latest developments in the marketplace, and maintain required licenses
• Review all agency activities relating to the public, customers and companies to avoid issues involving potential errors and omissions
• Adherence to Company policies and procedures

Skills: Prospect Scheduling, Sales Presentations, List Management, Business Mix, Product Promotion, Application Processing, Renewal Management, Policy Delivery

• Own and manage a pipeline of clients ranging from dentists to florists to restaurant owners
• Consult, educate, strategize, and successfully sell Glow's program through a high volume of sales calls 
• Educate small business owners on the benefits of protecting their employees even when they’re not on the clock
• Manage time effectively to complete daily goals
• Successfully be able to sell in a stable, recession-resistant industry
• Develop long-term relationships with clients
• Maintain long-term relationships for continued business (and to earn residual commissions)
• Analyze and offer solutions to the client’s business and risk management needs
• Sell risk management solutions from a broad portfolio of high-quality providers
• Submit risks and exposures to the provided network of insurance companies
• Secure customized commercial insurance contracts in return
• Provide ongoing support for the client throughout the contract

Skills: Pipeline Management, Client Consulting, Sales Calls, Time Management, Relationship Building, Risk Analysis, Solution Selling, Client Support

• Prepare submissions correctly for the service and marketing team
• Grow long-term business with a focus on maintaining client relationships
• Prospect for new clients, maintain existing client relationships
• Actively cold calling, networking, and planning for new clients and business opportunities
• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, by phone, and through written communication
• Quote new business with the correct carriers
• Running presentation and renewal meetings with prospective and current clients
• Foster and maintain excellent relationships with clients and prospects
• Collaborate with team members and participate in formal and informal meetings
• Support and prepare clients for renewals and maintain strong client relationships
• Maintain CE and participate in ongoing education to continuously improve knowledge and performance

Skills: Submission Preparation, Client Retention, Prospecting, Cold Calling, Opportunity Development, Quoting, Presentation Meetings, Team Collaboration

• Previous experience in a call center environment 
• Must be self-motivated with high energy and a positive attitude
• Must have excellent phone etiquette with articulate use of the English language
• Must be detail-oriented and results-driven with a focus on customer service
• Must have excellent interpersonal, follow-up, and relationship-building skills
• Must have excellent written and communication skills
• Ability to use different computer software programs related to quoting and binding insurance policies as well as customer relationship management
• Working experience in Property and Casualty Insurance Sales 
• Strong PC skills (MS Office Suite) 
• Previous knowledge of the EZ Lynx system 

Qualifications: BS in Economics with 5 years of Experience

• Knowledge of Personal and/or Commercial P&C insurance
• Highly motivated and laser-focused on generating new business
• Excellent written and verbal communication skills
• Experience with Applied EPIC is preferred
• Working experience in the insurance industry with underwriting, sales, and renewals
• Extensive knowledge of insurance underwriting, sales, and renewals
• Strong sales and client relationships sales
• Ability to assess the needs of complex consumers and recommend insurance solutions
• Ability to generate referrals

Qualifications: BA in Business Administration with 3 years of Experience

• Work experience in life insurance and overall wealth management experience
• High level of knowledge in personal planning concepts, including insurance, retirement, estate, tax and investment
• Demonstrate initiative, a detail orientation, strong analytical skills, and decisive decision-making skills
• Basic computer knowledge and statistical analysis
• Proven prospecting and sales cycle management skills
• Humble, coachable, high interpersonal skills, and grit
• Demonstrated experience and success in a prospecting and closing sales role
• Cold-calling/door knocking experience or prospecting new markets and/or closing new business
• Ability to confidently and effectively speak with prospects of all levels (including CEO’s and VPs)
• Excellent written and verbal communication skills
• Highly organized and strong time management skills
• Self-driven, motivated and results-oriented

Qualifications: BA in Communications with 6 years of Experience

• Must have a Property and Casualty Brokers license
• Previous experience in insurance, customer service, or other related fields
• Must have the ability to build rapport with clients with strong negotiation skills
• Ability to prioritize and multitask
• Ability to actively listen and problem-solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• Ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude
• Excellent communication and customer service skills

Qualifications: BA in Sociology with 5 years of Experience

• Advanced computer skills including Microsoft Word, Excel, PowerPoint, Outlook, and web-based applications
• Ability to learn additional software and systems
• Working experience in the Agency Management System
• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
• Able to maintain a sense of urgency and work with and meet deadlines
• Demonstrate effective written and verbal communication
• Able to establish strong rapport with personnel, customers and companies
• Product knowledge in the insurance industry
• Expertise to retain clients and request referrals through existing accounts

Qualifications: BA in Political Science with 4 years of Experience

• Insurance experience in Personal Lines
• Must have a Property and Casualty Insurance license 
• Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills
• Able to maintain an upbeat, positive, and enthusiastic attitude daily
• Experience with quoting software 
• Prior insurance industry experience
• Prior Personal Lines sales experience
• Able to enter data quickly and accurately
• Ability to work with employees at various levels
• Experience with Applied software (EPIC)

Qualifications: BA in Human Resources with 6 years of Experience

• Experience as an agent specializing in property and casualty insurance sales
• Experience in an independent agency preferred
• Demonstrated entrepreneurial approach to growing a business
• Demonstrated experience in maintaining existing business relationships
• Must be able to maintain appointments with various external insurance carriers
• Previous insurance sales experience
• Fluency in the Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
• Able to participate in ongoing training and development, including mandatory continuing education
• Able to assist in the training of newly hired agents and representatives
• Ability to handle multiple tasks in a sometimes stressful environment
• Ability to work with others in a team environment

Qualifications: BS in Insurance and Risk Management with 7 years of Experience

• Commercial property and casualty insurance agency sales experience 
• Proven record of successful sales and a high standard of customer service
• Demonstrate full knowledge of commercial property and casualty insurance products and usage
• Ability to manage multiple changing priorities in a fast-paced environment 
• Ability to handle the pressures associated with this industry
• Must have a positive attitude and willingness to work with the team for the good of the agency
• Possess excellent written and verbal communication skills 
• Able to explain complex insurance information and to communicate clearly in emails
• Possess the ability to proactively generate new business sales and service and retain existing business
• Must have adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
• Ability to drive a vehicle, visit existing and prospective clients, and make related sales calls

Qualifications: BS in Insurance and Risk Management with 5 years of Experience

• Success-driven individual with proven ability to network and build rapport
• Must have negotiation and closing skills
• Solid presentation and communication skills
• Ability to understand complex coverage details and underwriting guidelines
• Hard work, honesty, integrity, and unwavering business ethics
• Self-starter with a positive attitude
• Strong time-management and prioritization skills
• Ability to effectively interact with all levels of internal and external business partners
• Ability to develop and maintain strong relationships with clients
• Experience within the insurance industry

Qualifications: BA in International Relations with 4 years of Experience

• Experienced with educating clientele, i.e., overcoming objections on various products and meeting their needs
• Personable with the ability to develop new relationships and sell products
• Ability to take initiative with outbound/cold calls, prospecting and some onsite clients
• Experience in quoting new business with occasional servicing of renewals
• Experience as an insurance producer
• Strong communication skills and customer service
• Proven track record and monitor key metrics
• Able to forecast and identify trends
• Must have strong knowledge of various plan designs such as Fully Insured, Level Funded, Self-Funded, Ancillary and Worksite (Voluntary) Products
• Excellent Compensation package, benefits, PTO and more

Qualifications: BA in Communications with 6 years of Experience