Property & Casualty Insurance Sales Associate

3 weeks ago

Cincinnati, United States Storm Search Full time

Immediate Direct Hire opportunity for a Property & Casualty Sales Associate in Cincinnati


Details:

Location: Cincinnati

Travel: Travel 25-45% within territory

Bonus: Base Salary+ UNCAPPED Commission

Benefits: Comprehensive medical, dental, and vision plans, supplemental benefit offerings, PTO, Profit-Sharing, and 401K Match


*Must be a US Citizen or Green card holder*


Requirements:

  • Degree in business, Finance, or Risk Management from a four-year college or university preferred.
  • 3+ years of related sales experience.
  • Selling experience in a Business-2-Business product or service


Position Purpose:

This role is tasked with driving sales opportunities among new clients within a specified market. The individual will collaborate closely with department team members and other internal staff to align personal sales initiatives. Additionally, the role involves working with the team to cross-sell products and services. The incumbent will also develop and execute a personal sales plan, holding direct responsibility for meeting annual production targets.


Responsibilities:

  • Develop a sales plan to generate business with new clients, build and maintain a business portfolio, and achieve incremental growth each year.
  • Leverage opportunities to cross-sell multiple lines of coverage to existing clients and collaborate with department peers to maximize service sales.
  • Maintain a high level of sales activity through self-driven initiatives to meet production goals and market products and services effectively.
  • Develop and execute strategies to source leads, identify key decision-makers, and make cold calls to secure appointments and service presentations.
  • Perform detailed analyses of prospective clients’ needs, review existing insurance/risk management programs, and recommend appropriate, competitive coverages.
  • Customize insurance programs to suit customer needs, covering various risks and clearly explain policy features, advantages, and disadvantages.
  • Communicate product and service offerings effectively, develop tailored presentations, and employ closing techniques to secure business.
  • Regularly meet with existing clients to maintain relationships, act as an adviser, and provide expected services.
  • Keep accurate, timely electronic records of all prospecting activities using Microsoft CRM software, including data entry of contacts, sales calls, presentations, closed sales, and follow-up activities.
  • Build a personal network through professional referrals, community events, and other networking opportunities.
  • Attend industry events, seminars, and workshops to stay informed about market changes, new products, and services, and receive technical training to enhance my skills.
  • Stay updated with legislative changes, industry trends, and new product offerings, support company promotional activities and seminars.

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