Direct message the job poster from Snellings Walters Insurance Agency
Jessica Hawthorne
Director of Engagement
About Us
Snellings Walters takes pride in its achievements, having been honored with the 2023 Best Places to Work award, named Rough Notes 2023 Agency of the Year, and earning the prestigious MarshBerry MAX Performer award for two consecutive years.
Job Description
This position is sales-oriented position and requires advanced communication skills, a thorough knowledge of insurance products available through the agency. The individual in this position must be capable of pursuing and closing sales of new and existing commercial lines accounts and retaining assigned book of commercial lines business.
Essential Functions
Achieve objectives established in annual producer sales plan
Prospect for new business from existing clients and identified target groups
Contact prospects for the purpose of providing a quote and making sales appointments
Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records
Collect detailed risk and underwriting information including survey data and loss history
Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
Work with service person or marketer to complete company submissions and selection of potential markets
Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business
.Introduce service person to clients and request that service calls be directed to them and forward all service-related calls to assigned service person
Stay informed of all claims or service issues and become involved in resolution when required
Participate in renewals, when appropriate, by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions
Maintain production reports and attend all sales meetings as required
Promote agency and insurance industry in the community
Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
Perform other specific duties and projects as assigned by agency management
Qualifications
Proven ability to pursue and close sales
3 years experience in sales
Align with company values
Engaged with QBQ attitude
Willingness to work effectively within a team
Demonstrates adaptability
Lifelong learn
Strong communication skill
Strong organizational skill
Complex client problem solving experience
Familiar with Marketing Process
Frequently work at a fast pace with unscheduled interruption
This is a public contact position that requires appropriate business apparel
Responsibilities include travel to local client and carrier locations during the work day, as well as occasional out-of-town travel
Candidate must have insured vehicle and be legally eligible to drive to client meeting
GA P&C Insurance License
Accountability Measures
Quarterly Conversations with Sales Team Leader
Client Champion Survey results
Appointments / Prospect Pipeline
Client Retention and Book Growth Go
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales, Business Development, and Consulting
Industries
Insurance and Financial Services
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