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Commercial and Personal Lines Insurance Client Advisor
4 months ago
Insurance Client Advisor (Sales Producer, Commercial and Personal Lines) - Florida
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
We offer one of the most attractive compensation plans for experienced producers in the industry today and our rapid growth and market leading presence has created opportunities throughout the state. We offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
- This position is responsible for growing our Commercial and Personal Lines Insurance business throughout the region.
Essential Duties and Responsibilities
- Identify, cultivate, solicitand closenew business for the company focusing on offering risk management solutions to commercial and personal lines clients
- Generate and continuously cultivate an ongoing list of prospects
- Utilize cold calls, prospecting emails, mail, professional associations, and networking to build a relationship with clients and prospects
- Identify opportunities for the cross-selling of other lines of insurance as well as other solutions offered by World (such as Human Capital Consulting, Payroll and Employee Benefits, etc.)
- Assess all forms of risk exposure, make recommendations, and create custom programs to eliminate gaps in coverage
- Identify opportunities to round out accounts for existing clients
- Maintain client relationships and drive retention of accounts through the renewalworkflow / process
Qualifications
- Must have previous sales experience, experience working in an insurance brokerage or with a carrier
- Must be self-motivated, driven, personable and highly motivated to achieve success
- Outstanding written and verbal communication and presentation skills
- Excellent time management, organization and follow-up skills -Maintain a sense of urgency and ability to work with and meet deadlines
- Consultative, positive and resourceful approach to dealing with prospects, clients and associates
- Excellent listening skills with strong customer focus -including the ability actively listen, and problem solve with minimal assistance
- Applied Epic or similar agency management software experience is a plus
- HubSpot and related sales tools a definite plus
- 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
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
