Commercial Lines Client Executive

2 weeks ago

East Providence, United States Cross Insurance Full time
The Cross Family of Agencies welcomes you. We need your talent and expertise.

Qualifications

A true go-getter, you are able to take initiative and are a highly motivated person to succeed

As a sales professional for Cross Insurance, you feel comfortable and confident in your interpersonal skills and set high ethical standards for yourself

You can "read the room" and have a high level of business acumen

Bachelor's degree (B.A) from a four-year college or university and 1+ year of related experience and/or training

Must be willing to cold call and interact with prospects

Willingness to learn insurance underwritings and coverages, rating procedures, and interested in gaining additional insurance certifications

Responsibilities

As a Sales Executive at Cross Insurance, you will be responsible for generating new and high-quality prospects for our sales teams

Using our comprehensive sales tools and technologies, you will engage daily in strategic research of the insurance space to determine the best prospects for Cross Insurance to target

You will work with your supervisor to determine targeted verticals in order to produce and deliver effective outreaches through phone calls, emails and email campaigns, direct mailers, social media, and events/networking

You will determine risk appetites and obtain quotes for coverage terms and pricing

You will become an expert on Cross Insurance resources and value-added services, learn our specialized sales process, and interact with other team members to challenge you to seek out new opportunities, solutions, and grow as a sales professional

Please note that the duties below can vary based on the workflow of your local office

Prospect: involves using our Sales Tools to identify and cold contact potential clients

Use Sales Tools to identify cross sell opportunities

Enter all contacts into our CRM

Effectively use sales techniques to identify prospective clients and soliciting products that would be in the client's best interest

Must turnaround quote and contact clients for leads generated by the marketing team in a reasonable time and hit established monthly goals

Details of the job include contacting and qualifying prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances

Cross selling other lines of business offered by the agency and assisting the client through the Sales Process

Develops long-term relationships with clients, carriers, underwriters, referral partners

Participates in continuing professional development as required by state licensing requirements and Agency procedures and ongoing training of new products

Follows company procedures with respect to all essential duties and responsibilities of the job

Other duties as assigned

Travel is expected to be 50% in this role

Full description

Responsibilities Please note that the duties below can vary based on the workflow of your local office. • Prospect: involves using our Sales Tools to identify and cold contact potential clients. • Use Sales Tools to identify cross sell opportunities. • Follow up on leads. • Enter all contacts into our CRM. • Effectively use sales techniques to identify prospective clients and soliciting products that would be in the client's best interest. Must turnaround quote and contact clients for leads generated by the marketing team in a reasonable time and hit established month goals. • Details of the job include contacting and qualifying prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances. Cross selling other lines of business offered by the agency and assisting the client through the Sales Process. • Develops long-term relationships with clients, carriers, underwriters, referral partners. • Participates in continuing professional development as required by state licensing requirements and Agency procedures and ongoing training of new products. • Follows company procedures with respect to all essential duties and responsibilities of the job. • Other duties as assigned. • Travel is expected to be 50% in this role. Travel can be on a last minute's notice. Qualifications • Bachelor's degree (B.A) from a four-year college or university and 1+ year of related experience and/or training • Must be willing to cold call and interact with prospects • Willingness to learn insurance underwritings and coverages, rating procedures, and interested in gaining additional insurance certifications #LI-JLO Grow, with us Cross Insurance is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day. Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Cross Insurance is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Cross Insurance is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger

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