Insurance Sales Professional

9 hours ago


Tacoma, Washington, United States Alera Group Full time
Job Summary

We are seeking a highly motivated and results-driven Sales Executive to join our team at Alera Group. As a Sales Executive, you will be responsible for building a profitable book of business while supporting the growth of strategic carrier partnerships.

Key Responsibilities
  • Utilize lead lists and inbound calls to convert prospects into clients
  • Develop and maintain external and predictable referral partnerships in the community
  • Manage, organize, and conduct client meetings to secure new business
  • Create insurance proposals tailored to fit a client's unique needs
  • Manage multiple projects simultaneously, including calendar appointments, task-lists, and emails
  • Meet or exceed annual sales goals as established with the Sales Manager and Vice President of Sales
  • Actively engage in mentor/mentee relationships with senior team members to ensure team goals are achieved
  • Properly onboard clients by providing a thorough introduction to policy service resources and the Account Management team
  • Consistently complete necessary pipeline and production-related reports
  • Drive an inclusive, accountable, and motivating sales culture through individual actions and goal achievement
  • Actively participate in sales meetings and events
  • Effectively communicate the capabilities of Alera Group to prospects and clients to promote cross-selling
  • Understand and support the execution of Alera Group initiatives, policies, and programs
Requirements
  • Five years of insurance experience
  • Customer service and sales experience
  • Exceptional and professional verbal and written communication skills
  • Self-starter with the ability to work independently and within a team
  • Possess the knowledge and technical skills required to perform job responsibilities
  • Keep up to date on industry developments, practices, and continuing education
  • Property & Casualty Insurance License
What We Offer

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a California resident, please review our prior to applying.


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