Description

Representative is a professional who is responsible for selling insurance contracts to individuals or businesses. They offer
various insurance risk strategies and plans and assess the needs of customers to provide suitable coverage. Use skills in
communication and sales to highlight the advantages of a product or service.

• Develop meaningful relationships with customers to encourage trust and loyalty .
• Follow up on cold and warm leads to further the sales process.
• Understand and demonstrate the product or service to the customer.
• Set and meet sales goals and objectives set by leadership.
• Improve sales skills to increase sales success rates.
• Continuous training and education in insurance industry, coverage, and risk strategies.
• Follow all workflow and processes to ensure customer service and expectations.
• Achieve minimum sales and other objectives as agreed upon.
• New business growth adequate to maintain and grow overall account.
• Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals.
• Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling.
• Collect detailed risk and underwriting information.
• Quote all new business utilizing agency’s tools as well as carrier websites.
• Develop and deliver formal proposals of insurance utilizing Marshall & Sterling’s online system.
• Process all new business applications and workflow according to Marshall & Sterling procedures.
• Refer clients and prospects to other divisions of Marshall & Sterling.
• Delegate client service needs appropriately.
• Perform all duties as mandated by Regional Sales Manager and Regional Managers
• Attend all sales meetings as required.
• Follow agency E&O and workflow procedures to document activities and prevent errors and omission losses.
• 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.
• Perform other duties and projects as assigned.

Requirements

• College degree preferred, high school diploma or equivalent required.
• Proven ability to pursue and close sales.
• Acquire appropriate state insurance license(s) within first 6 months of employment.
• Stay up to date with continuing education to maintain license(s).
• 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.

Salary Range is $55,000 with $70,000 draw.

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