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Sales and Marketing Specialist
3 months ago
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. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Primary Responsibilities
- Building and maintaining client relationships by meeting with prospective and existing brokers
- Develop leads and prospects for new brokers and insureds
- Educate prospective brokers and insureds on the benefits and features of the safety group
- Review former insureds, insureds quoted in prior years, and insureds not quoted (declined) in prior years for future eligibility in group; if they are eligible contact broker or insured to see if they are interested in a quote
- Design marketing strategies (email blast campaigns, etc)
- Cold call brokers and potential insureds
- Exhibit at trade shows and attend industry events
- Review potential submissions to determine eligibility (premium size, loss history, classifications)
- Assist underwriting dept. in obtaining the required documentation for a submission, or additional documentation as needed
- Follow up on quotes
Qualifications
- Previous sales experience, experience working in an insurance brokerage or carrier a plus but not required
- Property & Casualty License required
- Self-motivated, driven, personable and highly motivated to achieve success
- Good 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
- 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
- Attention to detail and commitment to a high level of accuracy
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
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.
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