Insurance Sales Professional

1 day ago

Charlotte, North Carolina, United States Relation Insurance Services Full time

About the Role

The Insurance Sales Professional is responsible for generating new insurance business and sales activities within assigned accounts. This involves conducting market research, developing a client base, and promoting insurance services to existing and potential clients. The ideal candidate will be able to maintain a profitable book of insurance business, project a professional company image, and work effectively with clients, insurance carriers, and colleagues.

Key Responsibilities

  • Contacts current, past, and potential clients to solicit new and renewed business.
  • Follows up on leads and responds promptly and efficiently to referrals.
  • Creates and maintains accurate and up-to-date client lists, ensuring their needs are met and they are provided with relevant insurance information.
  • Designs custom insurance plans for clients and recommends appropriate coverage.
  • Ensures clients are educated about agency payment expectations and cancellation procedures.
  • Collects premiums and past-due premiums from clients for purchases of new and upgraded coverage.
  • Provides clients with necessary documentation and information for record-keeping purposes.
  • Prepares summaries of insurance, schedules, and proposals, and reviews audits of policies to ensure accuracy.
  • Works with Customer Service Representatives and/or Managers to review existing policy coverage, upgrade accounts, and remarket when possible.
  • Reviews policy change requests and other account activity, documenting automated files as necessary.
  • Participates in insurance marketing events, seminars, trade shows, telemarketing events, and continuing education.
  • Prepares status reports, including activity, closings, follow-up, and adherence to goals.

Requirements

  • Property and Casualty Insurance License and/or Commercial Lines Insurance License is required and must be maintained.
  • College degree or 3 to 5 years' sales experience in the insurance industry is preferred.
  • Experience working with complex commercial coverages is necessary.
  • Strong negotiation, problem-solving, and interpersonal skills are required.
  • Working knowledge of insurance markets, products, and usages, as well as insurance rating and underwriting procedures, is necessary.
  • Outstanding communication skills are required to explain complex issues, receive and interpret information, and respond appropriately.
  • Ability to understand and interpret abstract and complex information is essential.
  • Proficient skills in Microsoft Office, particularly Excel, PowerPoint, and Word, are required.
  • Ability to prioritize and handle multiple tasks in a demanding work environment is necessary.
  • Willingness to adhere to all principles of confidentiality is required.
  • Ability to calculate and perform mathematical functions is essential.

Why Choose Relation?

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program, including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, and more.
  • Paid training and continuing education to obtain/maintain your insurance license.

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