Insurance Sales Professional
3 days ago
Marshall & Sterling Inc is seeking a highly motivated and results-driven Sales and Service Representative to join our team. As a key member of our sales team, you will be responsible for driving sales growth and delivering exceptional customer service to our clients.
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 to develop and deliver formal proposals of insurance.
- Follow renewal workflows to ensure retention of accounts.
- Refer clients and prospects to other divisions of Marshall & Sterling Inc.
- Delegate client service needs appropriately.
- Establish and follow through on appropriate service timelines on 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 marketing, loss control, and claims handling resources to maximize service provided to clients.
- 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.
", "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.
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