What are the responsibilities and job description for the Sales Executive - Group Benefits - Cleveland, OH position at First National Insurance Agency, L L C?
Primary Office Location:
55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.
nPosition Title: Sales Executive - INSABusiness Unit: INSA
Reports To: Varies Based on Assignment
Position Overview:
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency’s reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.
Primary Responsibilities:
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with ITI, TAM and office systems preferred.
Special Licenses and Certificates:
Applicable industry insurance licenses.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
