Marketing Specialist P&C Pro
1 month ago
Position Summary
This position is responsible for generating sales of accountant’s professional liability, lawyer’s professional liability and other miscellaneous insurance coverages to new and existing customers.
Expectations
Solicit new business by phone and mail, assess insurance needs, obtain effective dates of existing coverage(s), obtain applications to quote on insurance. Make a minimum of 10 connections per day
Become P&C licensed if not already.
Become familiar with professional liability insurance features and explain coverage details to clients and assess any changing needs in coverage
Develops, identifies and secures relevant direct sales opportunities
Maintains data base of contacts including direct sales prospects with expiration dates and broker prospects
Prepares reports on contacts made, requests for quote, hit ratio, written premium in CRM database
Competencies
Excellent communication & phone skills
Self & goal motivated
Analytical thinking skills
Detail Oriented
Computer skills
Requisites
Must have Direct sales experience – 2+ years
Professional Liability insurance experience preferred
Degree preferred
We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
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