Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities.
Requirements
- Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects.
- Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization.
- Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage options.
- Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients.
- Secure and prepare documentation in the development of new business and renewal proposals and for the negotiation of quotes for placement of coverage by the marketing and service teams.
- Present and sell new business and renewal proposals, including educational materials for value-add services, to prospective and existing client decision-makers, respectively.
- Review and resolve client disputes regarding complex claims.
- Follow agency guidelines, policies, and procedures, including but not limited to the Insurance Coverage Review form.
- Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and continuing education required for valid licensing.
- All other duties as assigned.
Benefits
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off, Holidays, Preferred Partner Discounts and more.
