Commercial Lines Sales Representative

1 day ago


Schenectady, New York, United States Marshall & Sterling Inc Full time

At Marshall & Sterling Inc, we are seeking a highly skilled Commercial Lines Sales Representative to join our team. As a key member of our sales team, you will be responsible for aggressively pursuing and closing sales of new and existing commercial lines accounts.

Key Responsibilities:

  • Achieve minimum sales and other objectives as agreed upon.
  • New business growth adequate to maintain and grow overall account.
  • Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals.
  • Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling.
  • Collect detailed risk and underwriting information.
  • Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system.
  • Follow renewal workflows to ensure retention of accounts.
  • Perform risk analysis and risk mitigation.
  • Refer clients and prospects to other divisions of Marshall & Sterling.
  • Delegate client service needs appropriately.
  • Establish and follow through on risk analysis and risk mitigation along with service timelines on appropriate accounts.
  • Attend all sales meetings as required.
  • Collect premiums per established agency procedures.
  • Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses.
  • Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client.
  • Promote agency and insurance industry in the community.
  • Obtain required continuing education credits.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Adhere to established employee manual policies and guidelines.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.

Requirements:

  • College degree preferred, high school diploma or equivalent required.
  • Proven ability to pursue and close sales.
  • Knowledge of insurance products.
  • Appropriate state insurance licenses and continuing education required.
  • Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner.
  • Experience and knowledge of Microsoft Office Programs.
  • Experience with Vertafore a plus.
  • Valid driver's license and acceptable driving record.
  • Ability to communicate with and work with diverse types of individuals and groups.
  • High level of organizational ability with attention to details.

Marshall & Sterling Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Annual salary range $100,000-$250,000 negotiable and based on commission.



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