Insurance Sales Producer

2 days ago

Valparaiso, Indiana, United States Duncan Financial Group Full time

h2AboutDuncanFinancialGroup/h2pWearealeadingindependentinsuranceandfinancialservicesorganizationdedicatedtohelpingclientsbuildandprotectabetterfinancialfuture.Ourvisionistobecomethepremierorganizationthatsetsthestandardforaddingvaluetothelivesofourclients,employees,andcommunitystakeholders./ph2JobSummary:/h2pWeareseekingadynamicandresults-drivenInsuranceSalesProducertojoinourteam.Thesuccessfulcandidatewillberesponsibleforgeneratingnewbusinessopportunities,managingclientrelationships,andprovidingexpertriskmanagementadviceoncommercialandpersonalinsuranceproducts./ph2Responsibilities:/h2ulliIdentifyandtargetpotentialcommercialclientsthroughvariousprospectingmethods,includingnetworking,tradeshows,coldcalling,andreferrals./liliFieldincominginquiriesandleadsfortheofficeandensureproperfollow-up./liliWorkwiththeVPofSalestodevelopandimplementeffectivesalesgoalsandstrategiestoachievenewbusinessnumbers./liliConductthoroughneedsassessmentstounderstandclients'insurancerequirementsandrecommendappropriatecoverageoptions./liliPrepareandpresentinsuranceproposalstoprospectiveclients,highlightingthebenefitsandvalueofourinsurancesolutions./liliKeepaccuraterecordsandmaintainyournewbusinesssalespipelineinourCustomerRelationshipManagement(CRM)system./liliWorkwithmarketingtoprovideguidanceonspecificmarketstosupportyourongoingprospectingefforts./liliShareleadswithotherlinesofbusinesswithintheorganizationtogrowouraccountpenetrationwithmultipleservicelines./li/ulh2ClientRelationshipManagement:/h2ulliBuildandmaintainstrong,long-termrelationshipswithclientstoensuretheirongoingsatisfactionandloyalty./liliServeastheprimarypointofcontactforclients,addressingtheirquestions,concerns,andserviceneedspromptly./liliConductregularreviewsofclients'insuranceprogramstoensurecontinuedadequacyofcoverageandidentifyopportunitiesforcross-sellingandup-sellingadditionalproducts./liliCommunicatewithaccountmanagerstoprovidethehighestlevelofserviceforclientsandmaintainindustrystandardretentionrates./li/ulh2MarketandIndustryKnowledge:/h2ulliStayinformedaboutindustrytrends,marketconditions,andregulatorychangesaffectingcommercialinsurance./liliDevelopandmaintainstrongrelationshipswithinsurancecarriersandunderwriterstonegotiatefavorabletermsandconditionsforclients./liliAttendindustryevents,conferences,andtrainingsessionstoenhanceprofessionalknowledgeandnetworkwithindustrypeers./li/ulh2DocumentationandCompliance:/h2ulliEnsureallclientrecordsareaccuratelymaintainedinaccordancewithcompanypoliciesandregulatoryrequirements./liliPrepareandsubmitallrequireddocumentationfornewbusiness,policyrenewals,andendorsementsinatimelymanner./liliCollaboratewithinternalteams,includingaccountmanagersandsupportstaff,toensureseamlessservicedeliverytoclients./li/ulh2Qualifications:/h2ulliBachelor'sDegreeinBusiness,Finance,orrelatedfieldpreferred./liliValidPennsylvaniaProperty&CasualtyLicense,ortheabilitytoobtainwithinthefirst6months./lili3-5yearsminimumofbusinessconsultingand/orsalesexperiencepreferred./liliKnowledgeofcommercialandpersonalinsuranceproducts,includingproperty,liability,workers'compensation,andspecialtycoveragesareidealbutwilltrainandmentor./liliPreferredexperienceandpassionfornichemarketsthatareopportunitiesforgrowth./liliExcellentsales,presentation,negotiation,andcommunicationskills./liliAbilitytobuildandmaintainstrongrelationshipswithclients,carriers,andindustrypartners./liliHighlymotivated,goal-oriented,andabletoworkindependentlyaswellaspartofateam./liliProficiencywithMicrosoftOffice(Outlook,Excel,andWord),CRMsoftware(HubSpot),andinsurancedatamanagementsystem(AppliedEpic)./li/ulh2WhatWeAreLookingFor:/h2ulliSomeonewhowillembracethecross-sellculturewe'vebuilt,recognizingtheneedtotreatexistingrelationshipswithcarewhileleaningintothenichemarketsanddifferentiatorsthatdrivenewbusinessopportunities./liliSomeonethathasadriveandpassionforbecominganexpertandthoughtleaderintheircareer./liliWantstoofferoptionsthatcatertotheuniqueneedsoftheirclientsinsteadofbeinghamperedbylimitedofferings./liliWantstotakeaconsultativeapproachvs.atransactionalcommodity-drivensalesyonebyarticulatingourriskmanagementapproachandsolutions./liliSomeonethathasadriveandcommitmenttolearningandgrowingintheircareerwithadesireforanunlimitedincomeopportunity./li/ulh2WhatWeProvide:/h2ulliOngoingmentoringforfirstthreeyearsofemploymentwithourcommercialsalesleader./liliSalessupportfromourmarketingteamtodriveleadsandopportunities./liliOngoingaccountabilityandcoachinginpartnershipwithVPofSales./liliArobustaccountmanagementandsupportteamcommittedtoservicingtheclient./liliLicensing,certification,andcontinuingeducationopportunitiestokeepyouuptodatewithindustrytrendsandallowforopportunitiestobementoredbythebestintheindustry./liliAteamofexpertsthatspansProperty&CasualtyInsurance,GroupBenefits,401(k)/RetirementPlans,andTax&AccountingServices–operatingasateamtoprovidecomprehensivesolutionsforclientswhiledrivingadditionalcross-sellandintroductionsforoursalesproducers./li/ulh2Hours:/h2pMonday-Friday,8:30am-5:00pm/ph2OfficeLocation:/h2p823RoseStreet,Indiana,PAIndianaInsurance/ph2DuncanFinancialGroupOffersaRobustBenefitsPackage:/h2ulliCompetitiveCompensation./liliThreeUnitedHealthcareMedicalplanstochoosefrom./liliUnitedHealthcareDentalplan-freeforemployees./liliUnitedHealthcareVisionplan./liliCompanypaidLifeInsurancewithadditionalsupplementlifeoptionsforemployeesandtheirfamilies./liliShortTermDisability./liliCompanyPaidLongTermDisability./lili401(k)-CompanyMatch(SafeHarbor)./liliSupplementalinsuranceincludingCriticalIllness,Accident,PrepaidLegal./liliHighlycompetitivePTO./liliPaidHolidays./liliFinancialsupportofcontinuingeducationandadditionaldevelopmentandcertifications./liliBonusprogramforsuggestedcertifications./liliSocialandPhilanthropicopportunities./li/ulpPleasenotethatKeystoneAgencyPartnersandourPartnerAgenciesdonotacceptunsolicitedresumesorcallsfromthird-partyrecruitersoremploymentagencies./p

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