Commercial Lines Inside Sales Representative
5 days ago
Job Summary:
We are seeking a highly motivated and results-driven Commercial Lines Inside Sales Representative to join our team at Satanoff Insurance & Financial Services. As a key member of our sales team, you will be responsible for growing our commercial book of business by maximizing the insurance sales process and applying these strategies daily.
Key Responsibilities:
- Sales and Business Development:
- Call on all incoming new business leads, lost business, unsold quotes, and monoline business for account rounding
- Attend networking activities and build relationships with centers of influence
- Market all accounts and present proposals
- Place business according to the goals of the agency
- Customer Service and Relationship Building:
- Stop, listen, and ask questions of customers to clearly understand their needs and build solid relationships
- Identify training needs with assistance from managers and develop a personal improvement plan
- Process and Efficiency:
- Follow the new business sales process and maintain a closing ratio of over 70%
- Use the management system as directed by the agency owner and update notes
- Respond to all account manager questions and/or emails within 24 hours
- Teamwork and Collaboration:
- Work with the marketing and branding team to provide business cards and suggest blog, email, and social media topics
- Participate in pictures and agency branding opportunities when invited
- Professional Development:
- Participate in ongoing professional development and training
- Stay up-to-date on industry trends and best practices
Requirements:
- 1-3 years of sales experience
- Property & Casualty License (Good to have)
Values:
- Commitment: Communication, Optimism, Mindset, Methodical, Integrity, Trust, Mutual, Endurance, Nurturing, Teamwork
- Critical Competencies: Efficiency, Honesty/Integrity, Organized & Planning, Aggressiveness, Follow-Through, Persistence, Proactivity, Enthusiasm, Work Ethic, High Standards, Openness to Criticism and Ideas, Listening Skills, Communication, Teamwork, Persuasion
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