Inside Sales Agent, Commercial Lines

Full job details 

WHAT WE NEED TO FIND
In charge of opening new insurance accounts and making sales within given accounts. Help to build centers of influence (COIs), which are groups of people you can talk to about and sell insurance to. Always presents the company in a responsible way when talking to clients, insurance companies, coworkers, and other people.
A LOOK AT YOUR DAY

• Gets in touch with current, former, and possible clients to ask for new business.
• Keeps in touch with leads and answers quickly and effectively to suggestions.
• Makes and keeps accurate and up-to-date lists of clients to make sure that their needs are met and that they are given insurance information that fits their needs.
• comes up with custom insurance plans for clients and suggests coverage that is right for them. Looks at clients’ loss risks, needs, and possible exposures that can’t be insured or are hard to insure. pre-screens insurance prospects to see if they can be insured and what kind of danger they pose.
• Makes sure that clients are informed about how to stop and how much the agency expects to be paid.
  Collects clients’ pre-policy payments when they buy new insurance and gets their signatures on applications as needed.
• Making sure that clients get the paperwork and information they need for keeping records is important.
  Makes plans, schedules, and outlines of insurance.
• Works with members of the service team to look over current insurance coverage, improve accounts, and remarket when possible.
• Documents and automatic files as needed.
• Takes part in trade shows, workshops, insurance marketing events, telemarketing events, and ongoing education.
• Writes down information about coverage, limitations, and other specifics on the computerized file. Gives information about non-standard coverage limits and binding rules that lower the risk of mistakes and fees.
• Always keep up with the CE points you need for your non-residential license and meetings.
• Keep up relationships with carriers for all key partners in the sales center.
• Work closely with key people in insurance to make sure that new business submissions are acceptable.
  Assist the training manager with all of your needs for sales training and getting new employees up to speed.
• Work with the centralized care team to make sure that attempts to keep clients are successful.
  Assigning special jobs and other tasks.

HAPPINESS IN THIS ROLE: WHAT IT LOOKS LIKE

• You need and must keep up with a Property and Casualty License from the state of.
• It is best to have a college degree or three to five years of sales experience in the insurance business.
• Worked with complicated coverages before.
• Strong negotiator, loves to fix problems, and gets along with people of all types to make a sale.
• You need to know about insurance markets, goods, and how to use them. You also need to know how to rate and underwrite insurance policies.
• Excellent people skills and the ability to communicate clearly.
• Skill level 8 in Microsoft Office, mostly in Excel, PowerPoint, and Word. Must know how to use computers and be able to learn new software programs.
• Being able to set priorities and handle many tasks at once in a busy workplace.
• Willingness to follow all rules of privacy.
• Being able to work alone and with others is important.
• Being able to figure and do mental tasks.

SO WHY CHOOSE RELATIONSHIP?

• Pay is competitive.
• Our strong benefit package includes family health and wellness programs, a 401(k) plan, employee support programs, paid time off, paid holidays, and more. This makes sure that our workplace is safe and healthy.
• Opportunities for career growth and advancement.
• Please keep in mind that the above is not the full job description.
  There is no discrimination or harassment at Relation Insurance Inc. based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other trait protected by federal, state, or local law. All employees and job applicants are given the same employment opportunities. That includes hiring, placing, promoting, firing, laying off, recalling, transferring, taking time off, getting paid, training, and all other terms and conditions of employment.
  The salary range for this job is based on a lot of different things, such as the person’s skills, their experience and training, their licenses and qualifications, and other needs that the business or group has. The range estimate that was given has not been changed to account for the geographical difference between where the job could be filled and where it was revealed. At Relation, it’s not common for someone to be hired at or near the top of the range for their job. Instead, pay choices are based on the specifics of each case. This posting gives a good guess of what the current range is.

You may also be qualified to join in a flexible yearly reward program, subject to the rules guiding the program, whereby an award, if any, relies on various factors, including, without limitation, individual and group success.