Insurance Producer

4 weeks ago

Pennsylvania, United States Newtek One Full time
Job Summary

Newtek One is seeking a highly motivated and experienced Insurance Producer - Personal Lines Specialist to join our team. As a key member of our sales team, you will be responsible for consulting and closing new prospect opportunities in the personal lines space. You will work closely with our RVPs and Marketing team to explore opportunities for expanding the client portfolio within the Personal Lines space.

Key Responsibilities
  • Lead all incoming inquiries on a daily basis by contacting clients from our internal customer base, as well as alliance partner relationships, ultimately driving revenue growth and sales
  • Meet monthly production and revenue goals set for booking and binding new business
  • Enhance the customer experience and build relationships by presenting a professional image as you represent the company while being camera ready in accordance with company policies and procedures
  • Qualify and analyze prospects' coverage needs, assess their risk, and consult on solutions to meet their needs
  • Utilize internal referral management system(s) on a daily basis in order to document progress and milestones within the sales process
  • Responsible for contacting prospect at least every 3 days, making substantive and diligent efforts to advance through the sales process
  • Educate and consult prospects on coverages that are available and appropriate for their business
  • Inform prospects about policy inclusions, limitations, or changes to enhance coverage
  • Follow up with prospects during the sales process to keep the client engaged and informed every step of the way
  • Engage in daily virtual client interaction through impactful communication across phone, webinars, emails, PowerPoint, etc.
  • Cross-sell other Newtek services to a new or existing customer, by creating a partnership and serving the customer any relevant additional services
  • Develop and maintain relationships with clients and decision makers to secure and earn relevant business
Requirements
  • Prior experience in Personal Lines is a strong plus
  • Property & Casualty Insurance License - Personal Lines
  • Knowledge of insurance products and usages
  • Knowledge of insurance markets and reference to markets
  • Strong expertise with sales and insurance implementation of homeowners, automobile, valuable articles, collections, umbrella, and other ancillary lines
  • Comfortable with being on video camera while engaging with clients/customers, attending company/department meetings, etc. as required
  • Knowledge of any/all liability coverages property, professional, management, auto, etc.
  • The ability to read policies and break down coverage
  • Ability to multi-task in a fast-paced environment and act with a sense of urgency
  • Communicate clearly and concisely, both orally and in writing
  • Excellent time management, planning, and organization skills
  • Contribute individually with minimal supervision as part of a team
  • Knowledge of how to use Agency Management System
  • A sense of urgency and ownership when dealing with clients and prospects of Newtek
  • Proficient computer and keyboarding skills, ability to type 35wpm with reasonable accuracy
  • Ability to make 50-75 outbound calls per day to make contact with clients to review policies and coverages
  • Bi-lingual is a plus
About Newtek One

Newtek One is a leading Business Solutions company that provides a wide range of business and financial solutions to the small- and medium-sized business market. We are committed to delivering state-of-the-art, cost-efficient products and services to help our clients grow their sales, control their expenses, and reduce their risk. As a member of our team, you will have the opportunity to work with a talented group of professionals who are passionate about delivering exceptional results and building long-term relationships with our clients.

We offer a competitive salary and a performance-based bonus program to reward your results. We provide our employees with an excellent comprehensive benefits package, including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match. On-going training on sales techniques, industry, and competitive landscape to support your career growth. Newtek One is an Equal Opportunity Employer; M/F/D/V. We require all our employees to perform work in an ethical manner and always uphold our Code of Business Conduct and Ethics.

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