Commercial Insurance Sales Representative

Advantage Insurance Services has an opening for a Commercial Insurance Sales Representative/Business Development Executive. This role is responsible for sales, customer retention and helping grow the organization through various marketing techniques. Business Development Executives are responsible for representing the Company in a professional manner that reflects positively on the Company's corporate values.

Business Development Executive I

• Proven track record of meeting and exceeding production goals and objectives as established.
• Pursues expert knowledge of Company's insurance principles, practices, and products.
• Works to validate production by meeting new business sales goal.
• Works with support from manager and Sr. team members.

Essential Functions

Essential functions may include, but are not limited to the following:    

• Generate sales and cross-selling opportunities with commercial accounts.
• Prospect and generate new business through leads and referrals.
• Conduct policy reviews and update policies.
• Provide quality customer service that ensures file quality, timely coverage and needs analysis with detailed documentation supporting conversations and decisions.
• Attend meetings and conventions as determined by manager.
• Inspect property, examining its general condition, prequalify new business risks, and communicate with and provide information to carrier personnel for proper risk assessment and placement.
• Obtain and provide information when claims are filed and monitor the claims to ensure they are settled equitably for the client and the insurer.
• Achieve or exceed set production goals.
• Portray a professional image through proper appearance and actions.
• Drive a vehicle for extended periods as the main method of transportation in the assigned territory.

Knowledge, Skills and Abilities

• Thorough knowledge of principles and practices of insurance and sales.
• Ability to build relationships and persuade and influence others.
• Recognize questionable coverage or contract situations which may necessitate management involvement.
• Ability to deal with confidential information.
• Follow oral and written directions.
• Determine when and how to escalate concerns to the appropriate level of management.
• Contribute effectively to the accomplishment of team or work unit goals, objectives and activities.
• Establish and maintain effective working relationships with those contacted in the course of work.
• Correct English usage, spelling, grammar, vocabulary and punctuation.
• Analyze complex issues and make critical decisions.
• Read, interpret and input data efficiently and accurately.
• Communicate effectively with others (oral and written).
• Ability to provide effective member service.
• Ability to organize and prioritize work.
• Work independently and use initiative.
• Ability to handle multiple tasks at once.
• Meet definite deadlines and deal with pressure situations.
• Utilize computer and related software effectively.
• Must possess high level of self-discipline, energy, initiative, empathy, and persuasive drive.
• Work will involve travel to attend meetings or service customers at other locations for 50 percent or more of the time.