Sales Professional
2 weeks ago
Marshall & Sterling is seeking a highly motivated and experienced Sales Professional to join our team. As a Sales Professional, 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 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.
- 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.
- 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.
The annual salary range is $100,000-$250,000 negotiable and based on commission. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
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