What are the responsibilities and job description for the Sales Representative, Commercial Lines position at AssuredPartners?
Overview:
The Ideal Candidate
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
This is a non-exempt inside sales position. The Sales Representative solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.
The Ideal Candidate
- A true go-getter, you are able to take initiative and are a highly motivated person to succeed.
- As a sales professional for AssuredPartners, you feel comfortable and confident in your interpersonal skills and set high ethical standards for yourself.
- You can “read the room” and have a high level of business acumen.
- Effectively use sales techniques to identify prospective clients to provide leads for additional business. Generates a steady flow of qualified prospects from own leads and company supplied leads and solicits referrals from existing customer base.
- Contacts and qualifies prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
- Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program. Designs insurance and risk management plans for clients.
- Reviews outstanding account receivables, collects payments in a timely manner and keeps record of payments.
- Helps policyholders settle insurance claims in the event of a loss.
- Anticipates future needs and calls on established clients to renew and upgrade accounts.
- Develops a thorough and accurate understanding of the clients' and carriers' business needs.
- Gathers complete client information necessary for marketing the account. Gathers updated information at each renewal.
- Completes an annual client exposure analysis.
- Meets with Marketing Manager and Account Executives on each client renewal to develop renewal and marketing strategies. Works with Account Executive throughout the renewal process.
- Offers value-added services whenever possible to promote customer loyalty.
- Assists Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives, and participating in carrier sponsored activities.
- Refers current and prospective clients to other departments for solicitation of those lines of business.
- Participates in continuing professional development as required by state licensing requirements and Agency procedures.
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Competitive base salary
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
- Must have more than one year related experience and/or training; or equivalent combination of education and experience.
- Must be a self-starter, imaginative, and creative with good communications skills and strong sales skills.
- Must be competitive, persistent, and self-reliant, with high energy and sales drive.
- Must be able to cold-call on prospects, influence others and close the sale.
- Must hold appropriate and valid insurance licenses.
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
