Commercial Insurance Specialist Account Executive

2 weeks ago

Boca Raton, United States Newtek One Full time

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

Newtek Insurance Agency, a subsidiary of NewtekOne, is seeking a VP, Commercial Lines Specialist to join their team

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: (other duties may be assigned as needed)

  • Lead all incoming inquiries on a daily basis by contacting clients from our internal customer base, as well as alliance partner relationships, ultimately driving revenue growth and sales
  • Meet monthly production and revenue goals set for booking and binding new business
  • Qualify and analyze prospects' coverage needs, assess their risk and consult on solutions to meet their needs
  • Utilize internal referral management system(s) on a daily basis in order to document progress and milestones within the sales process
  • Responsible for contacting prospect at least every 3 days, making substantive and diligent efforts to advance through the sales process
  • Educate and consult prospects on coverages that are available and appropriate for their business
  • Inform prospects about policy inclusions, limitations or changes to enhance coverage
  • Follow up with prospects during the sales process to keep the client engaged and informed every step of the way
  • Engage in daily virtual client interaction through impactful communication across phone, webinars, emails, PowerPoint, etc.
  • Cross sell other Newtek services to a new or existing customer, by creating a partnership and serving the customer any relevant additional services
  • Develop and maintain relationships with clients and decision makers to secure and earn relevant business

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Property & Casualty Insurance License.
  • Knowledge of insurance products and usages.
  • Knowledge of insurance markets and reference to markets.
  • Knowledge of any/all liability coverages, property, professional, management, workers compensation, auto, etc.
  • Extensive knowledge of insurance programs and how they protect businesses
  • The ability to read policies and break down coverage.
  • Ability to multi-task in a fast-paced environment and act with a sense of urgency.
  • Communicate clearly and concisely, both orally and in writing.
  • Excellent time management, planning and organization skills.
  • Contribute individually with minimal supervision as part of a team.
  • Knowledge of how to use Agency Management System.
  • A sense of urgency and ownership when dealing with clients and prospects of Newtek.
  • Proficient computer and keyboarding skills, ability to type 35wpm with reasonable accuracy.
  • Ability to make 50-75 outbound calls per day to make contact with clients to review policies and coverages.

Organizational "Fit" considerations: Newtek is seeking a team player who enjoys technical challenges within a fast-paced environment, applies sound judgment in successful task planning and execution, meet deadlines, and communicates the highest standards of professionalism in his/her appearance and work habits. If you have the interest in professional growth and joining a leading Business Solutions company, it is time to consider joining Newtek.

Newtek offers competitive salary and a performance-based bonus program to reward your results. We provide our employees with an excellent comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match. On-going training on sales techniques, industry, and competitive landscape to support your career growth.

Newtek is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

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