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Commercial Insurance Sales Representative

2 months ago


Cleveland, Ohio, United States Bickle Insurance Services, LLC Full time
About the Role

Bickle Insurance Services, LLC is seeking a highly motivated and self-driven Commercial Insurance Sales Representative to join our team. This sales-oriented position requires strong communication skills and a thorough knowledge of insurance products available through our agency.

Key Responsibilities
  • Achieve sales goals established in the annual producer sales plan.
  • Prospect for new business from existing clients and identified target groups.
  • Contact prospects to provide quotes and make sales appointments.
  • Survey prospects to determine insurance needs, inspect current insurance policies, and complete and present a Risk Management Review.
  • Collect detailed risk and underwriting information, including survey data and loss history.
  • Develop and deliver formal proposals of insurance, including details of coverages, limits, deductibles, and other pertinent information.
  • Work with a service person or marketer to complete company submissions and select potential markets.
  • Conduct client and prospect appointments, communicating proposals and renewals, explaining details, and communicating a desire to conduct business.
  • Introduce the service person to clients and request that service calls be directed to them, and forward all service-related calls to the assigned service person.
  • Stay informed of all claims or service issues and become involved in resolution when required.
  • Participate in renewals, when appropriate, by reviewing expiration listings with the service person to determine appropriate action and collection of information to prepare renewal submissions.
  • Maintain production reports and attend all sales meetings as required.
  • Promote the agency and insurance industry in the community.
  • Stay informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
  • Perform other specific duties and projects as assigned by agency management.
Requirements
  • Proven ability to pursue and close sales.
  • Ohio Property & Casualty license (if not licensed, will have to become licensed).
  • Three or more years of experience in sales.
  • Valid driver's license.
  • Candidate must have an insured vehicle and be legally eligible to drive to client meetings.
  • Ability to work in a fast-paced environment with unscheduled interruptions.
  • Ability to sit for long periods of time.
  • Public-facing position that requires appropriate business attire.
  • Responsibilities include travel to local client and carrier locations during the workday, as well as occasional out-of-town travel.