INSURANCE SALES REPRESENTATIVE

Job Type

Full-time

Description

Are you interested in becoming a successful insurance sales professional? As a member of the Business Development Team you will have the opportunity to acquire the training necessary to build upon your foundation of insurance knowledge within two years.

We are Wallace Welch & Willingham, an IMA Company ! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140 employees in Florida in a growth-oriented organization. We have a rich history of providing quality service and unwavering commitment to our clients and community. We live out our values of Accountability, Integrity, Success, and Passion. If you do too, you may have found your next home!

Job Duties :

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations;
• Identify and research potential clients through various channels and tap into untapped markets and potential clients;
• Demonstrate a proactive approach to lead generation by developing and implementing sales strategies to engage prospective clients;
• Meet activity goals, such as making outbound calls, scheduling new business appointments, etc.;
• Use a results-oriented mindset to meet new business goals;
• Actively and consistently develop and refine your insurance and sales skills so you are ready to start building, managing, and growing your own book of business prior to your two-year anniversary;
• Assist with and learn quoting and account rounding;
• Conduct needs assessments to understand the specific insurance requirements of potential clients;
• Assist with creating and preparing insurance proposals;
• Participate in team sales efforts with other producers;
• Create and maintain client accounts through EPIC (client / account management system);
• Educate clients on available insurance products and services, emphasizing our values;
• Implement policy change requests and endorsements;
• Maintenance and establish client setup on risk management software;
• Perform other sales related client service administrative tasks with increasing complexity;
• Develop and maintain internal relationships consistent with our corporate culture;
• Potential member of CAT (Catastrophic) Team;
• Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills.

And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands : Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit or stand (their choice) at one place for long periods of time, read, speak and hear, and reach with hands and arms. Must lift and / or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

Work Environment : This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate, but clients' environments may differ with higher noise levels.

Reports To : Business Development Team Supervisor

Position Type : Non-Exempt.

Other : The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

Great Reasons to Work at W3 :

Proud to be a EOE / DFWP / SFWP.