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Commercial Insurance Specialist
1 month ago
The Commercial Insurance Specialist plays a key role in generating new business and maintaining client relationships by selling various insurance products and services in the commercial sector. This role involves prospecting, presenting, and negotiating insurance policies tailored to meet the needs of commercial clients.
Key Responsibilities- Business Development: Identify and prospect potential clients in the commercial sector through various means, including cold calling, networking, and referrals.
- Client Consultation and Needs Analysis: Meet with potential clients to understand their insurance needs and assess risk factors.
- Tailored Insurance Solutions: Customize insurance proposals and present them to clients, addressing their specific business needs and risks.
- Sales and Relationship Management: Generate and present quotes to clients, explaining coverage, terms, and conditions.
- Market and Industry Knowledge: Stay updated with industry trends, insurance products, and market conditions to offer informed advice and solutions.
Requirements: Bachelor's degree in Business, Finance, Marketing, or related field (preferred). Proven experience in insurance sales with a successful sales track record. Relevant insurance licenses as per state regulations. Excellent sales, negotiation, and communication skills. Strong understanding of commercial insurance products, coverages, and risk management. Proficiency in CRM (Customer Relationship Management) software and Microsoft Office suite.
Attributes: Strong sales acumen and ability to build rapport with clients. Self-motivated and results-driven with a proactive approach to business development. Analytical mindset and attention to detail in crafting insurance solutions. Excellent time management and organizational skills. Adaptability in a dynamic and evolving industry.