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Insurance Sales Professional

1 month ago

West Columbia, South Carolina, United States Insurance Office of America Full time
Job Summary

As an Outside Sales Associate at Insurance Office of America, you will play a critical role in building and strengthening relationships with new and renewal clients. Your primary responsibility will be to prospect for new quality clients and manage a book of business, ensuring the strategic coordination and execution of client marketing, risk management, and sales activities. You will work closely with producers to identify and act on sales opportunities, develop and maintain client relationships, and provide exceptional customer service.

Key Responsibilities
  • Maintain a high level of technical competence and industry/market expertise.
  • Responsible for sales and client relationship development, including conducting one-on-one client meetings and preparing and presenting periodic account summaries.
  • Shadows producers and new business/prospect appointments, exercising discretion and independent judgment with respect to rate/premium negotiation and gathering client data.
  • Effectively manage assigned client relationships, including negotiating and closing new business and renewals, and serving as a subject matter expert to answer client questions and develop solutions to client problems.
  • Manage policy expirations for existing clients, working proactively to ensure appropriate actions are taken to facilitate renewals.
  • Manage new business and policy renewal process independently or in conjunction with producers, including conducting loss run analysis, preparing complete and accurate submissions, and evaluating and negotiating coverages and pricing.
  • Monitor account receivable reports and take action on any delinquent accounts, collecting outstanding balances due.
  • Ensure that all communication and pertinent documents are clearly presented and well-documented, accurate, and attached in the agency management system according to IOA Standard Operating Procedures and naming standards.
  • Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly.
  • Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership.
Requirements
  • Must have at minimum an insurance license or state required license.
  • Preferred at least 5+ years of commercial lines insurance experience managing books of business.
  • College degree desirable, high school diploma (or equivalent) required.
  • Excellent organizational and multi-tasking skills.
  • Advanced/superb customer service skills.
  • Must be able to work in a team environment.
  • Outstanding verbal/written communication skills.
  • Ability to perform large work volumes with high degree of accuracy.
  • PC proficiency, including basic knowledge of MS Office.
  • Exceptional personal character.
What We Offer
  • Competitive salaries and bonus earning potential.
  • Great benefits, including company-paid health insurance.
  • Paid time off for holidays, vacations, and sick time.
  • 401K with an employer match.
  • Participation in our employee stock plan.
  • Opportunities for professional growth and career progression.
  • A culture that emphasizes respect for every individual.
  • Company commitment to work/family life balance and community service.
  • Teammates who share your drive for excellence.
  • Knowing every day you are helping our clients protect their families and businesses.