What are the responsibilities and job description for the Business Insurance Agent position at Tower Street Insurance?
Business Insurance Agent
Tower Street Insurance is a highly reputable and fast-growing agency based in Dallas, Texas. We are seeking high-achieving sales professionals with excellent interpersonal skills and strong business acumen to join our team as a Business Insurance Agent. If you are an individual who understands the importance of customer service, being a team player and value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions:
Essential Functions:
- The primary focus is identifying, prospecting, cultivating, and closing new commercial lines insurance clients
- Create and maintain a sales pipeline for prospective accounts
- Establishes Strategic Plan for clients
- Responsible for C-Suite relationships with prospects and clients
- Strategize with sales leader and senior account staff to retain clients annually
- Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and products, including an understanding of important technical/financial issues
- Create positive synergy and pursue cross-selling opportunities with other agency practices (Personal Lines, Employee Benefits, Loss Control, and HR Consulting) to enhance prospect and client relationships.
- Manage overall client relationships; Drive consistent and predictable profitability, client satisfaction, and organic growth.
- Collaborate with leaders in the selection of appropriate account management staff and subject matter experts to effectively conduct sales presentations to prospects with subject matter experts for each opportunity
- Successfully develop and deploy sales and marketing strategies and periodic communications to optimize Tower Street’s position in the marketplace.
- Positively and proactively represent Tower Street in meetings, seminars, trade shows, and networking events.
- Work collaboratively with the account management team and national/regional resources to maximize results.
- Understand and communicate client objectives to account management personnel.
- Drive appropriate staff utilization for assigned book of business and collaborate with account management staff to keep current.
Required Skills:
- Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
- Self-motivated, with the initiative to prioritize and be self-directed
- Superior written and verbal communication and presentation skills.
- Intermediate PC skills, with the ability to effectively utilize the agency's management systems
- Ability to work within a fast-paced, changing priority environment
- Regular and punctual attendance is required for designated office days
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications:
- 3-5 years of insurance brokerage or related business-to-business sales experience
- Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
- College degree – preferred or related work experience
- Must hold a Property & Casualty Insurance License or be willing to obtain one within an agreed-upon timeframe.
Company Benefits
- A company with a Strong Brand and Positive Culture
- Competitive Pay (base salary commission)
- Comprehensive benefits package
- Paid Holidays Flexible PTO
- 401K plan with a discretionary company match
- Training CE classes on and off-site