Meet established sales goals to increase agency revenue through organic growth of personal and property & casualty insurance within assigned region.
Perform activities and functions that acquire new customers and cross-sell additional traditional auto, home and small business property & casualty insurance products and/or services to existing customers.
Establish and maintain effective relationships with banking and insurance partners; collaborate to identify opportunities beneficial to all.
Establish and maintain successful relationships with Premier Client Group customers.
Conduct sales activities aligned with our marketing strategy that meets or exceeds agency revenue targets.
Regularly meet with banking partners to foster positive relationships and for identifying insurance and banking opportunities.
Support Premier Client group customers by identifying coverage risks and solutions and by serving as their advocate.
Participate in regularly-held meetings with insurance carrier representatives to foster strong relationships, to identify our performance standings, and to learn of new carrier initiatives and/or products.
Other duties as assigned.
Requirements
Bachelor's Degree or equivalent work experience
Minimum Five (5) years of sales experience preferred or equivalent education and experience
Two (2) years of experience in the Personal Lines and Small Commercial Property & Casualty Insurance industry preferred
Understanding/knowledge of business development in a retail environment
Ability to identify new leads and distribution methods
Ability to perform effectively in a sales environment and understand sales demands and responsibilities
Exemplary verbal and listening skills
Ability to effectively interact with diverse individuals
Sharp sales skills, follow-through, and ability to close sales
Effective collaboration abilities to build and foster positive relationships
Proficient in Microsoft Office technology knowledge and skills
Ability to gain a strong knowledge of core carriers' products and services
Ability to perform needs assessment to identify customers' risks and exposures
Ability to effectively multitask and problem solve
Attention to detail and focus on quality.
Valid NYS Property and Casualty license or attainment of license within 90 days of hire
Valid driver's license
Extensive travel required.
Benefits
Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.