Insurance Sales Executive

3 weeks ago

Bethesda, United States First National Bank of Pennsylvania Full time
Primary Office Location: 5229 River Road. Bethesda, Maryland. 20816. Join our team. Make a difference - for us and for your future. Position Title: Sales Executive - INSA
Business Unit: INSA
Reports To: Varies Based on Assignment

Position Overview:
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.

Primary Responsibilities:
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Education:
BA or BS

Minimum Years Experience:
3

Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with ITI, TAM and office systems preferred.

Special Licenses and Certificates:
Applicable industry insurance licenses.

Physical Requirements:
N/A

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