What are the responsibilities and job description for the Insurance Sales Consultant position at Marshall & Sterling Inc?
Job Description
As a Sales Executive at Marshall & Sterling Inc, you will be responsible for pursuing and closing sales of new and existing commercial lines accounts. You will have a thorough knowledge of insurance products available through the agency and possess advanced communication skills to effectively communicate with clients and prospects.
Key Responsibilities
- Achieve minimum sales and other objectives as agreed upon.
- New business growth adequate to maintain and grow overall account.
- Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals.
- Develop value proposition which encompasses personal skills and tools provided by Marshall Sterling.
- Collect detailed risk and underwriting information.
- Develop and deliver formal proposals of insurance utilizing Marshall Sterling's online system.
- Follow renewal workflows to ensure retention of accounts.
- Perform risk analysis and risk mitigation.
- Refer clients and prospects to other divisions of Marshall & Sterling.
- Delegate client service needs appropriately.
- Establish and follow through on risk analysis and risk mitigation along with service timelines on appropriate accounts.
- Attend all sales meetings as required.
- Collect premiums per established agency procedures.
- Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses.
- Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client.
- Promote agency and insurance industry in the community.
- Obtain required continuing education credits.
- Maintain professional accreditation necessary to meet agency standards.
- Participate in continuing education programs when available.
- Build and maintain a favorable and professional work relationship with other staff members.
- Adhere to established employee manual policies and guidelines.
- Promptly report all E&O claims and potential E&O claims.
- Maintain confidentiality in all aspects of client, staff, and agency information.
