Commercial Insurance Sales Representative

2 weeks ago

Owensboro, United States EM Ford Full time

Position Summary + Objective 

The Commercial Lines Advisor is responsible for the establishment and development of new clients for EM Ford & Company from lead generation to close. The objective is attained by developing significant new business clients, building relationships with potential and network resources and cross-selling the EM Ford & Company services to current customers. Revenue generation and client satisfaction is achieved by working with support teams in line with EM Ford & Company’s vision and values. 


Key Responsibilities 

▪ Understand EM Ford’s RiskGuide Process to develop risk management plans and solutions for prospects and clients 

▪ Develop and maintain a book of commercial lines clients in accordance with predetermined goals by identifying prospects and taking them through the sales process 

▪ Examine prospects to determine insurance and risk management needs by following EM Ford’s model 

▪ Prepare and present proposals for risk management plans and insurance coverages for prospects and existing clients 

▪ Understand and interpret policy documents, and identify potential risks a prospect and/or client may be exposed to 

▪ Maintain relationships and knowledge of existing accounts and coverages to retain current clients upon renewal 

▪ Effectively communicate and build long term relationships with carriers, clients, applicable industry associations and colleagues both verbally and in writing 

▪ Demonstrate sales aptitude, including consultative selling in order to create desired outcomes 

▪ Self-motivated to pursue and close sales 

▪ Identify market trends to provide input into EM Ford’s overall marketing strategy 

▪ Demonstrate the ability to work within a team selling environment 

▪ Utilize strong time management and organizational skills 

▪ Achieve monthly, quarterly and annual goals 

▪ Maintain a consistently healthy pipeline of new business 

▪ Other duties as assigned 


Qualifications + Skills 

Required 

▪Core Values

  • Integrity | It all starts here 
  • Excellence | Striving for it daily 
  • Team | We work for each other 
  • Growth | Focused on our future 

▪ Sales, service and/or insurance industry experience 

▪ Self-starter and team player who is open to feedback and can set priorities and meet defined goals 

▪ Adapts quickly to new technologies and products 

▪ Has a mindset for continually learning and improving 

▪ Ability to effectively communicate and build long-term relationships 

▪ Insurance license must be obtained within the first 60 days of employment 


Preferred 

▪ 3+ years of sales, service and/or insurance industry experience 

▪ Bachelor’s degree or equivalent applicable work experience 


Screening 

▪ Must complete a Pre-Employment Behavioral Assessment to analyze job compatibility 

▪ Must be able to successfully clear a Background Check 

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