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Title: Business Insurance Advisor - FLSA Status: Exempt - Shift: 1st
Reports to: Outreach Director - Department: Sales - Employment Status: Full-time
Supervisory Responsibilities: None - Date Created/Last Evaluated: October 2020
Summary: This position is directly responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific Sales activities, goals and, service responsibilities are determined during the yearly planning process for this position and are monitored monthly.
Qualification 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.
Minimum Qualifications: Bachelors degree preferred NC Department of Insurance Property & Casualty License preferred 2+ years of experience in business-to-business sales
Knowledge, Skills, & Abilities: Ability to discuss, support, and sell insurance products in states where the agency functions. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc. Must have excellent communication skills; written and verbal. Must be an assertive self-starter with the ability to influence others. Must excel at being client focused and able to work in a team-oriented environment Should have demonstrated effective presentation skills through both verbal and written communications Proven leadership ability
Supervisory Responsibilities: May have some supervisory responsibilities as the business grows.
Essential Functions: Identifies and develops relationships with qualified insurance buyers Generates referrals for other team members Creates and maintains detailed lists of current and prospective clients Designs insurance plans and recommends coverages to clients Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal basis Communicates accurate and complete information to account management team in a polite and respectful manner Meets scorecard goals
Physical Demands: This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.
Work Environment: This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.
Travel: Some travel is required to visit client sites.
Business Insurance Advisor • Garner, NC, United States
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