Commercial Insurance Advisor

4 weeks ago

Columbus, United States Bickle Insurance Services, LLC Full time
Description

We are in search of a driven professional with excellent communication skills and an in-depth understanding of our insurance offerings. The successful candidate will focus on sales, acquiring new commercial accounts, nurturing existing relationships, and ensuring the retention of our commercial clientele.

Responsibilities

•Develop and implement strategies to achieve the goals set in the annual producer sales plan.
•Identify and target new business opportunities within existing clients and specific market segments.
•Reach out to potential clients to provide quotes and schedule sales meetings.
•Assess clients' insurance needs, review current policies, and conduct Risk Management Reviews.
•Gather detailed underwriting information, including survey data and loss history.
•Create and present comprehensive insurance proposals detailing coverages, limits, and deductibles.
•Collaborate with service personnel to submit applications and select appropriate markets.
•Conduct meetings with clients and prospects to discuss proposals, renewals, and address inquiries.
•Introduce clients to service personnel for ongoing support and direct service-related calls accordingly.
•Stay abreast of any claims or service issues and assist in resolving them when necessary.
•Assist in the renewal process by reviewing expirations, collecting necessary information, and preparing renewal submissions.
•Maintain accurate production reports and actively participate in sales meetings.
•Promote the agency and the insurance industry within the local community.
•Keep updated on industry trends by reviewing trade publications and attending carrier training sessions.
•Undertake any additional duties or projects as assigned by agency management.

Qualifications

•Must have a proven track record in sales, specifically in pursuing and closing sales successfully.
•Required to possess an Ohio Property & Casualty license, or willing to obtain one if not licensed.
•Should have a minimum of three years of sales experience.
•Must hold a valid driver's license and have a properly insured vehicle for driving to client meetings.
•Ability to work effectively in a fast-paced environment, adapting to unscheduled interruptions.
•Capable of sitting for extended periods.
•Expected to maintain a professional appearance in this public-facing role, requiring appropriate business attire.
•Will need to travel to local client and carrier locations during the workday, with occasional out-of-town travel.

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