Insurance Sales Professional

4 days ago

Indiana, Pennsylvania, United States Duncan Financial Group Full time
Job Summary:

We are seeking a highly motivated and results-driven Insurance Sales Professional to join our team at Duncan Financial Group. As a key member of our sales team, you will be responsible for generating new business opportunities, managing client relationships, and providing expert risk management advice on commercial and personal insurance products.

Key Responsibilities:
  • Sales and Business Development:
    • Identify and target potential commercial clients through various prospecting methods, including networking, trade shows, and referrals.
    • Field incoming inquiries and leads for the office and ensure proper follow-up.
    • Work with the VP of Sales to develop and implement effective sales goals and strategies to achieve new business numbers.
    • Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options.
    • Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions.
    • Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system.
    • Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts.
    • Share leads with other lines of business within the organization to grow our account penetration with multiple service lines.
  • Client Relationship Management:
    • Build and maintain strong, long-term relationships with clients to ensure their ongoing satisfaction and loyalty.
    • Serve as the primary point of contact for clients, addressing their questions, concerns, and service needs promptly.
    • Conduct regular reviews of clients' insurance programs to ensure continued adequacy of coverage and identify opportunities for cross-selling and up-selling additional products.
    • Communicate with account managers to provide the highest level of service for clients and maintain industry-standard retention rates.
  • Market and Industry Knowledge:
    • Stay informed about industry trends, market conditions, and regulatory changes affecting commercial insurance.
    • Develop and maintain strong relationships with insurance carriers and underwriters to negotiate favorable terms and conditions for clients.
    • Attend industry events, conferences, and training sessions to enhance professional knowledge and network with industry peers.
  • Documentation and Compliance:
    • Ensure all client records are accurately maintained in accordance with company policies and regulatory requirements.
    • Prepare and submit all required documentation for new business, policy renewals, and endorsements in a timely manner.
    • Collaborate with internal teams to ensure seamless service delivery to clients.

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