Sales Professional

3 weeks ago

Rosendale NY USA, United States Marshall & Sterling Inc Full time
{"title": "Sales Executive Position", "description": "Job Summary

Marshall & Sterling Inc is seeking a highly motivated Sales Executive to join our team. As a Sales Executive, you will be responsible for aggressively pursuing and closing sales of new and existing commercial lines accounts, while retaining a book of commercial lines business. You will work closely with our team to develop and maintain a pipeline of prospects, achieve minimum sales and other objectives, and provide exceptional customer service.

Key Responsibilities
  • Achieve minimum sales and other objectives as agreed upon.
  • Develop and maintain a pipeline of prospects to achieve sales and retention goals.
  • Collect detailed risk and underwriting information.
  • Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system.
  • Follow renewal workflows 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.
  • Perform other duties and projects as assigned.
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.

Marshall & Sterling Inc is an equal opportunity employer and welcomes applications from diverse candidates. The annual salary range is $100,000-$250,000 negotiable and based on commission.

"}

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