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Associate Sales Executive - Personal Lines Insurance

Myknowledgebroker
Waukesha, WI Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/18/2025

Job Category : Sales

Are you the right candidate for this opportunity Make sure to read the full description below.

Requisition Number : PERSO001547

  • Posted : October 9, 2024
  • Full-Time

Locations

Showing 1 location

Are you looking for a career as an Insurance Sales Professional? R&R Insurance Services, Inc. is one of the largest family-owned independent agencies in the Midwest. We support our Producers with a strong foothold in the Private Client space, industry-leading development, back-end support, and product resources. We are looking for top-tier Producers who know their way around high-value & executive homes, exotic & collector cars, marine & recreational vehicles, high limit umbrellas, and niche coverages like personal cyber, jewelry, & high-value collectibles.

Your core day-to-day responsibilities will include :

  • Achieve objectives established in annual producer sales plan
  • Prospect new business by cold calling, referrals, natural market, target group, etc.
  • Determine insurance needs, inspect current policies, risk management plan, property, and records
  • Collect risk and underwriting info and develop specifications for new and existing business
  • Develop and maintain positive relationships with new and existing business clients
  • Identify underwriting markets and design underwriting and service programs
  • Market new and existing accounts and complete submissions
  • Develop sales presentations and meet with clients
  • Handle major claims and follow through with service plan for existing business
  • Sell the account and / or cross sell unwritten portions of account
  • Participate in renewals by reviewing expiration list with service staff to determine appropriate action
  • Analyze policies and coverage for adequacy
  • Maintain production reports and attend sales meetings
  • We are the Knowledge Brokers, and we’re searching for exceptionally talented, bright, and driven individuals to join our team. If you’d like to join an agency that fosters a strong sales culture and is compassionate about customer needs, then this is the position for you. We’re looking for someone with 1 years of proven successful sales experience specifically focused on Business-to-Customer Individuals. You’ll need an Associate Degree or equivalent experience, and the intangibles that go along with being a successful Producer : initiative, professionalism, accountability, and the ability to communicate, market, and close deals. A Property & Casualty Insurance License must be obtained within 90 days of starting in the role as a condition of employment, along with the means to conduct local travel.

    We’re looking for qualified candidates to start Full-Time as soon as possible. Our Compensation Agreement includes a base salary PLUS an extremely competitive commission package in addition to reimbursements and discounts. We’ve positioned ourselves as a great place to work with top-notch offerings in Medical, Dental, 401K, Profit Sharing, PTO, Paid Holidays, and more. We have a state-of-the-art corporate headquarters that was completely re-built in 2019 and includes cutting-edge technology, an on-site fitness center, Smart Casual work environment, and a space to collaborate with your team.

    If you’re looking to take your career to the next level, see for yourself why R&R is like no other.

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