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Insurance Sales Professional
2 months ago
To generate a profitable book of business through both internal referrals and prospecting of current NCMIC Group clients. The Account Executive will build relationships with clients, qualify, consult and sell property & casualty products to meet the customers unique needs. The Account Executive represents the agency in a manner that instills trust and confidence with the customer.
Key Responsibilities- Develop relationship with prospective agency customers to promote the sale of property & casualty insurance products. Consult directly with prospects and clients to proactively recommend and sell products and services to meet their insurance needs through our partnerships with insurance carriers. Answer questions and provide coverage evaluation and quotes based upon the needs of the prospects.
- Prepare proposals and issue policies through our partnerships with insurance carriers. Ensure accuracy when inputting customer information in insurance carrier quoting systems. Reviews and evaluates policies issued to ensure they match to coverage requested and are accurate to avoid gaps in coverage.
- Develop relationships with carrier personnel and stay updated on coverage modifications and administration processes for each carrier.
- Performs other job related duties as assigned.
Education: High school diploma or equivalent. College degree preferred. Personal and commercial lines insurance agent license required or must obtain license within one month of employment. Requires the ability to meet insurer appointment criteria to represent the Agency as applicable.
Experience: 2-3 years of insurance sales required, preferably in property & casualty and/or personal lines insurance.
Skills: Ability to qualify, sell, and consult with prospects and clients on property & casualty insurance needs. Ability to communicate effectively, develop a rapid relationship, and motivate prospects on the purchase of products. Requires strong closing skills, excellent verbal and written communication skills. Ideal candidate is self-motivated and has the ability to multi-task. Requires proficiency with basic computer technology.
Mental Demands: Must have the ability to focus on task for extended periods of time. Must be flexible and have the ability to work with a variety of tasks and employees. Ability to plan, organize, be detail and deadline oriented and maintain a high accuracy rate.
Physical Demands: Continuous sitting for extended periods of time. Some walking, standing, bending, and reaching. Frequent use of fingers and hands to manipulate computer, telephone and other office equipment.
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