NE
Outside Sales Representative building relationships with business owners for a Professional Employer Organization. Engaging in sales calls and presenting tailored solutions in a hybrid role.
About the role
- Seeks and takes ownership of opportunities to learn, acquire new knowledge, and deepen technical expertise.
- Responsible for renewals (about 75%) and recommending coverage/ products/risk control recommendations.
- Compare forms, endorsements, exclusions and create summary coverage comparisons
- Responsible for marketing new business (about 25%), including advising customers on protective safeguards, warranties, and coverage
- Negotiate with the underwriters from other insurance companies on rates and coverage.
- Collaborates with team on presentations for existing & prospective clients.
- Responsible for checking, the accuracy of policies, endorsement, audits, etc. received from the insurance companies and invoicing.
- Follow-up on requested changes, renewals, etc. with insurance companies.
- Maintain an accurate suspense system on all items that require a response.
- Working with the team, developing an understanding of the clients' business, strategic priorities, risk strategies and risk management needs and developing innovative approaches to unique client needs.
- Responsible for entering detail into computer on new and maintaining detail on existing accounts.
- Understand agency rating system and company rating systems and websites.
- Communicate with company personnel regarding the client’s needs and/or problems.
Requirements
- 3+ years of experience managing midsize or larger accounts.
- Able to work in a steady brisk paced environment
- Valid Property & Casualty Insurance license.
- College degree or equivalent work experience.
- Detail oriented, with strong analytical and problem-solving skills.
- Self-motivated and seizes opportunity.
- Ability to work both independently and as part of a team.
- Organization skills required with the ability to multi-task.
- Excellent written and verbal communication skills.
- Excellent organizational skills and strong attention to detail.
- Ability to establish and maintain relationships with clients and carriers.
- Ability to manage multiple responsibilities in a deadline driven environment.
- Effectively communicate and present proposals to clients.
- Proficient with Microsoft Office products.
- Experience with Epic Agency Management Systems preferred.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
Job title
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Experience level
Salary
Degree requirement
Location requirements
OD
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