Job Description

Must have current insurance experience and hold a P&C license.

Position Summary:

This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the company’s ongoing success.

Essential Functions & Basic Duties:

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

Leadership & Oversight:

Train and mentor sales team in effectively closing sales opportunities using the company’s proprietary suite of products and services. Developing skills in:

• Prospecting potential clients through cold calling, networking, and professional affiliations
• Effective appointment setting and scheduling meetings with prospects
• Conducting professional and structured sales meetings
• Properly qualifying accounts prior to submission to the marketing team
• Preparing and reviewing submissions to ensure completeness and accuracy
• Acting as a liaison between clients and the marketing team during the underwriting process to obtain necessary information
• Reviewing and confirming the accuracy and adequacy of quotes
• Presenting proposals to prospects, explaining coverage options and premiums
• Negotiate payment options, including premium financing, installments, direct bill, or agency bill
• Successfully bind accounts, including obtaining Broker of Record (BOR) letters or renewal binder
• Attending closing meetings to support the finalization of sales
• Participating in turnover meetings with the Marketing and Client Services teams within one week of closing a sale

Sales Performance & Strategy:

• Monitor ongoing sales activities and new business development efforts of producers
• Ensure adequate cross-selling activities to maximize opportunities
• Act as a liaison between the Sales and Client Services teams to ensure seamless client onboarding
• Communicate department needs and progress to the Chief Business Officer
• Ensure prospecting and new business goals are met consistently

Recruiting & Development:

• Recruit and onboard new producers, focusing on both experienced hires and emerging talent
• Oversee onboarding and transition processes to ensure seamless integration into the team

Performance Metrics:

Success in this role is measured using a balanced scorecard approach, incorporating financial results, sales operations, colleague capability, and client satisfaction, with emphasis on financial outcomes.

Supervisory Duties:

This job has a high level of supervisory responsibilities. Supervision includes but is not limited to:

• Oversight of sales team

Knowledge, Skills, & Abilities:

• Proven leadership experience in insurance sales
• Excellent communication, interpersonal, and organizational skills
• Demonstrated success in developing sales strategies, managing CRM systems, and driving accountability
• Strong mentoring skills, with the ability to develop talent and foster a high-performing team culture
• Strategic thinking with the ability to align regional and national sales objectives

Education and Work Experience:

• Bachelor’s degree with 10 years sales experience with expertise within the insurance industry
• Property & Casualty, Life & Health insurance licenses
• 5+ years of sales leadership in the insurance industry
• Proficient in Microsoft products such as Outlook, Excel and Office365, Epic or similar management system. Must be proficient in Salesforce
• Prior experience and proven track record for driving sales results and building sales teams