Insurance Sales and Business Development Representative

1 week ago


Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Job Description:

We are seeking a highly motivated and experienced Insurance Sales and Business Development Representative to join our team at Marshall & Sterling Inc.

This role requires an individual with excellent communication and interpersonal skills, as well as a strong understanding of insurance products and services. The successful candidate will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and generating sales revenue.

Responsibilities:
  • Achieve minimum sales and other objectives as agreed upon
  • New business growth adequate to maintain and grow overall account
  • Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals
  • Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling
  • Collect detailed risk and underwriting information
  • Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system
  • Follow renewal work flows to ensure retention of accounts
  • Refer clients and prospects to other divisions of Marshall & Sterling
  • Delegate client service needs appropriately
  • Establish and follow through on appropriate service timelines on appropriate accounts
  • Attend all sales meetings as required
  • Collect premiums per established agency procedures
  • Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses
  • Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client
  • Promote agency and insurance industry in the community
  • Obtain required continuing education credits
  • Maintain professional accreditation necessary to meet agency standards
  • Participate in continuing education programs when available
  • Build and maintain a favorable and professional work relationship with other staff members
  • Adhere to established employee manual policies and guidelines
  • Promptly report all E&O claims and potential E&O claims
  • Maintain confidentiality in all aspects of client, staff and agency information
Requirements:
  • College degree preferred, high school diploma or equivalent required
  • Proven ability to pursue and close sales
  • Knowledge of insurance products
  • Appropriate state insurance licenses and continuing education required
  • Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner
  • Experience and knowledge of Microsoft Office Programs
  • Experience with Vertafore a plus
  • Valid driver's license and acceptable driving record
  • Ability to communicate with and work with diverse types of individuals and groups
  • High level of organizational ability with attention to detail

We offer a competitive annual salary range of $100,000-$250,000, negotiable based on relevant experience, education, and location. Benefits include [insert benefits here].



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