Business/Commercial Insurance Sales
The Commercial Lines Sales Executive drives organic growth for the organization, writing profitable, relationship-driven accounts under our Knight Vision process.
Key Responsibilities:
The successful producer will:
- Cultivate new relationships with individuals generating prospects that fit agency criteria and promote the agency.
- Knowledge of marketplace and carriers represented, their forms and possesses the ability to do coverage comparison as needed.
- Identify and assess various carrier products in order to select the best type of coverage at a competitive price for the client.
- Have the ability to explain coverages features, advantages and disadvantages in a clean and engaging manner, in order to promote sale of insurance products.
- Develop amicable, productive relationships with underwriters.
- Work productively with AM to service clients in a timely, efficient and effective manner including developing a sound relationship between AM and the client.
- When a problem/challenge arises stay informed and aide in resolution where appropriate.
- Provide excellent customer service at all times to ensure high client retention.
- Seek and take advantage of account rounding opportunities.
- Set and achieve annual sales objectives.
- Keep abreast of emerging industry information, new products, coverage and technology.
- Follow agency Errors & Omissions guidelines.
- Thorough understanding of business/commercial property and casualty coverage.
- Competence in analyzing contracts to identify key exclusions and recognize coverage gaps.
- Cooperative and collaborative with team members at all levels; dedicated to a respectful, professional and collegial work environment.
- Self-starter; life-long learner. Ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of data. Constructive thinking and alternative short-to-long term solutions must be considered.
- Proven record of pursuing and closing sales.
- Excellent interpersonal, verbal and written communication skills.
- High attention to detail and an ability to work successfully on several projects concurrently.
- Excellent time and task management, and organizational skills.
- Computer skills. Competence with Microsoft Office, Applied Epic, Sales Force, K2, KIG Website, Succeed Management, etc.
- Insurance knowledge. Pursues or has earned advanced insurance designations such as CIC, CRM, etc.