Job Description

WHAT WE’RE LOOKING FOR

The Inside Sales Agent is responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.

A GLIMPSE INTO YOUR DAY

• Contacts current, past and potential clients to solicit new business.
• Follows up on leads and responds promptly and efficiently to referrals.
• Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.
• Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.
• Assures clients are educated concerning agency payment expectations and cancellation procedures.
• Collects premiums pre-policy from clients for purchases of new coverage and obtains signatures on applications for clients as required.
• Assures clients are provided with the necessary documentation and information for record-keeping purposes.
• Prepares summaries of insurance, schedules and proposals.
• Works with service team members to review existing policy coverage, upgrade accounts and remarket when possible.
• Documents automated files as appropriate.
• Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education.
• Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.
• Maintain all required CE credits for non-residential licensing and appointments.
• Maintain carrier partnerships for all sales center strategic partners.
• Work closely with carrier key contacts to ensure acceptability of new business submissions.
• Work closely with the training manager for all onboarding and sales development needs.
• Collaborate with centralized service team to ensure strong client retention efforts.
• Special projects and other duties as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• A Property and Casualty License from state of is required and must be maintained.
• College degree or 3 to 5 years’ sales experience in the insurance industry is preferred.
• Experience working with complex coverages.
• Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
• Working knowledge of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
• Outstanding interpersonal and communications skills.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Willingness to adhere to all principles of confidentiality.
• Ability to work independently and as a team.
• Ability to calculate and perform mathematical functions.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

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