Sales Executive
4 days ago
We are seeking a highly motivated and experienced Sales Executive to join our team at Marshall & Sterling Inc. As a Sales Executive, you will be responsible for aggressively pursuing and closing sales of new and existing commercial lines accounts, while retaining a book of commercial lines business.
Key Responsibilities- Achieve minimum sales and other objectives as agreed upon with the company.
- Develop and maintain a pipeline of prospects to achieve sales and retention goals.
- Collect detailed risk and underwriting information to provide value-added services to clients.
- 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 to minimize potential losses.
- Refer clients and prospects to other divisions of Marshall & Sterling.
- Delegate client service needs appropriately to ensure excellent customer service.
- Establish and follow through on risk analysis and risk mitigation along with service timelines on appropriate accounts.
- Attend all sales meetings as required to stay informed and aligned with company goals.
- Collect premiums per established agency procedures to ensure accurate and timely payment.
- 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 clients.
- Promote agency and insurance industry in the community to build brand awareness and reputation.
- Obtain required continuing education credits to stay up-to-date with industry developments and best practices.
- Maintain professional accreditation necessary to meet agency standards.
- Participate in continuing education programs when available to enhance skills and knowledge.
- Build and maintain a favorable and professional work relationship with other staff members to foster a collaborative and productive work environment.
- Adhere to established employee manual policies and guidelines to ensure compliance and consistency.
- Promptly report all E&O claims and potential E&O claims to ensure timely and effective resolution.
- Maintain confidentiality in all aspects of client, staff, and agency information to protect sensitive data and maintain trust.
- College degree preferred, high school diploma or equivalent required.
- Proven ability to pursue and close sales, with a strong track record of success.
- Knowledge of insurance products and services, including commercial lines accounts.
- Appropriate state insurance licenses and continuing education required.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse types of individuals and groups.
- Experience with Microsoft Office Programs, with a strong proficiency in Excel, Word, and PowerPoint.
- Experience with Vertafore a plus, but not required.
- Valid driver's license and acceptable driving record.
- Ability to work in a fast-paced environment, with a high level of organizational ability and attention to detail.
Annual salary range $100,000-$250,000 negotiable and based on commission.
The specific salary offered may be influenced by a variety of factors, including but not limited to the candidate's relevant experience, education, and work location.
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