Inside Sales Agent, Commercial Lines

3 days ago

Raleigh, United States Relation Insurance Inc Full time
WHAT WE'RE LOOKING FOR

Responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.

A GLIMPSE INTO YOUR DAY
  • Contacts current, past and potential clients to solicit new business.
  • Follows up on leads and responds promptly and efficiently to referrals.
  • Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.
  • Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.
  • Assures clients are educated concerning agency payment expectations and cancellation procedures.
  • Collects premiums pre-policy from clients for purchases of new coverage and obtains signatures on applications for clients as required.
  • Assures clients are provided with the necessary documentation and information for record-keeping purposes.
  • Prepares summaries of insurance, schedules and proposals.
  • Works with service team members to review existing policy coverage, upgrade accounts and remarket when possible.
  • Documents automated files as appropriate.
  • Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education.
  • Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.
  • Maintain all required CE credits for non-residential licensing and appointments.
  • Maintain carrier partnerships for all sales center strategic partners.
  • Work closely with underwriting key contacts to ensure acceptability of new business submissions.
  • Work closely with the training manager for all onboarding and sales development needs.
  • Collaborate with centralized service team to ensure strong client retention efforts.
  • Special projects and other duties as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
  • A Property and Casualty License from state of is required and must be maintained.
  • College degree or 3 to 5 years' sales experience in the insurance industry is preferred.
  • Experience working with complex coverages.
  • Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
  • Working knowledge of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
  • Outstanding interpersonal and communications skills.
  • Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
  • Ability to prioritize and handle multiple tasks in a demanding work environment.
  • Willingness to adhere to all principles of confidentiality.
  • Ability to work independently and as a team.
  • Ability to calculate and perform mathematical functions.
WHY CHOOSE RELATION?
  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.


Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$18.02 - $24.03

  • Inside Sales Agent, Commercial Lines

    3 days ago

    Raleigh, United States Independent Insurance Agents of North Carolina Full time

    Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your...

  • Dynamic Inside Sales Agent Needed

    24 hours ago

    Raleigh, North Carolina, United States Marti Hampton Real Estate Full time

    About the Role:We are looking for a seasoned and ambitious Full-Time Real Estate Inside Sales Representative to become an integral part of our Raleigh-based team at Marti Hampton Real Estate. The successful candidate will possess exceptional communication and interpersonal skills, with the ability to work independently and collaboratively within our...

  • Inside Sales Agent, Commercial Lines

    2 days ago

    Raleigh, United States Relation Insurance Inc Full time

    WHAT WE'RE LOOKING FOR Responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and...

  • Inside Sales Agent, Commercial Lines

    4 days ago

    Raleigh, United States Relation Insurance Inc Full time

    WHAT WE'RE LOOKING FORResponsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and...

  • Inside Sales Agent

    2 hours ago

    Raleigh, United States Relation Insurance Inc Full time

    WHAT WERE LOOKING FOR The Inside Sales Agent is responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance...

  • Inside Sales Agent

    5 days ago

    Raleigh, United States Relation Insurance Services Full time

    WHAT WE’RE LOOKING FORThe Inside Sales Agent is responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance...

  • Commercial Lines Relationship Specialist

    1 week ago

    Raleigh, North Carolina, United States Rimmer & Associates Full time

    Job Description:The Commercial Lines Account Manager at Rimmer & Associates plays a critical role in maintaining strong relationships with existing clients, identifying new business opportunities, and driving revenue growth.About the Job:This is a senior-level position that requires a high degree of autonomy, strategic thinking, and excellent communication...

  • Inside Sales Representative

    1 week ago

    Raleigh, North Carolina, United States Marti Hampton Real Estate Full time

    About UsMarti Hampton Real Estate is a powerhouse in the Raleigh-Durham area, driven by a passion for delivering exceptional results and building lasting relationships. As a leader in the industry, we offer a collaborative environment, cutting-edge tools, and exclusive access to off-market listings. Our team is dedicated to empowering clients to achieve...

  • Inside Sales Agent, Personal Lines

    3 days ago

    Raleigh, United States Relation Insurance Inc Full time

    WHAT WE'RE LOOKING FOR Responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and...

  • Inside Sales Agent, Personal Lines

    2 weeks ago

    Raleigh, United States Relation Insurance Inc Full time

    WHAT WE'RE LOOKING FORResponsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and...

  • Inside Sales Team Member

    1 week ago

    Raleigh, North Carolina, United States Hoffman & Hoffman Inc Full time

    About the RoleWe are looking for a skilled and organized Inside Sales Team Member to join our dynamic team. The successful candidate will have excellent communication and problem-solving skills, as well as the ability to work effectively in a fast-paced environment. The primary focus of this role is to provide outstanding customer service and support, while...

  • Insurance Agent

    2 days ago

    Raleigh, United States HomeServices Insurance Full time

    HomeServices Insurance an affiliate of HomeServices of America/ Berkshire Hathaway Companies is hiring for a experienced & licensed Property and Casualty Insurance Agent/Producer! This position is located in Raleigh, NC. We are looking for insurance driven individuals who want to thrive in growing environments and establish rapport! This is a full-time...

  • Insurance Agent

    7 days ago

    Raleigh, United States HomeServices Insurance Full time

    HomeServices Insurance an affiliate of HomeServices of America/ Berkshire Hathaway Companies is hiring for a experienced & licensed Property and Casualty Insurance Agent/Producer! This position is located in Raleigh, NC. We are looking for insurance driven individuals who want to thrive in growing environments and establish rapport!This is a full-time sales...

  • Commercial Lines, Account Executive

    2 months ago

    Raleigh, United States Alera Group Full time

    Job Description TriSure, an Alera Group company is looking for a Commercial Lines, Property & Casualty Account Executive (CAE) who's skilled in understanding a client’s needs and reviewing, marketing, negotiating and correcting their business insurance program to meet those needs. We are seeking highly motivated colleagues who bring experience and...

  • Commercial Lines, Account Executive

    4 weeks ago

    Raleigh, United States Alera Group Full time

      TriSure, an Alera Group company is looking for a Commercial Lines, Property & Casualty Account Executive (CAE) who's skilled in understanding a client’s needs and reviewing, marketing, negotiating and correcting their business insurance program to meet those needs. We are seeking highly motivated colleagues who bring experience and enthusiasm to our...

  • Sales Commission Agent

    1 month ago

    Raleigh, North Carolina, United States EA Agency Symmetry Financial Group Full time

    Company OverviewEa Agency / Symmetry Financial Group is a dynamic and innovative company that offers a unique opportunity for individuals to succeed in the sales industry. Our company operates on a lead system, ensuring that our agents have access to a steady stream of potential clients.

  • Customer Service Representative

    1 week ago

    Raleigh, North Carolina, United States Annie Burton - State Farm Agent Full time

    We are seeking an experienced Assistant Office Manager to join our dynamic team at Annie Burton - State Farm Agent.Company OverviewAs a State Farm independent contractor agent, we pride ourselves on providing exceptional customer service and creating a positive work environment. Our team members enjoy a competitive salary, plus commission/bonus...

  • Commercial Lines, Account Executive

    2 months ago

    Raleigh, United States Alera Group Full time

     TriSure, an Alera Group company is looking for a Commercial Lines, Property & Casualty Account Executive (CAE) who's skilled in understanding a client’s needs and reviewing, marketing, negotiating and correcting their business insurance program to meet those needs. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team...

  • Licensed Insurance Sales Representative

    1 month ago

    Raleigh, United States Staff My Agency Full time

    Spurling J Cook sr. - State Farm Agency, located in Raleigh, NC, has an immediate opening for a full-time Licensed Insurance Sales Professional. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple...

  • HomeServices Insurance | Insurance Agent

    7 days ago

    raleigh, United States HomeServices Insurance Full time

    HomeServices Insurance an affiliate of HomeServices of America/ Berkshire Hathaway Companies is hiring for a experienced & licensed Property and Casualty Insurance Agent/Producer! This position is located in Raleigh, NC. We are looking for insurance driven individuals who want to thrive in growing environments and establish rapport!This is a full-time sales...