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 department’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.)
- Own the entire business development life cycle process from acquisition and onboarding to retention and renewal.
- Provide strategic guidance, exposure analysis, and obtain underwriting information for new and renewal clients to comply with legal requirements.
- Drive revenue and growth for the agency; Identify and pursue business opportunities with prospects, build strong relationships with clients and provide consultation on their challenges.
- Coordinate with producers and claim representatives to ensure a first-class experience from start to finish.
- Build and maintain professional relationships with clients, insurance companies, and teammates.
- Engage in networking opportunities by attending industry events, getting involved in the local community and asking for referrals from current customers.
- Present proposals clearly and effectively so that clients can understand their coverage details.
- Identify opportunities to cross-sell additional lines of insurance where appropriate and applicable.
- Manage an existing book of clients (with the potential to take on more clients) in their needs:
- ID Cards, Binders, Claims, Billing, Changes & general inquiries
- Prospect & present products and services to new and existing customers
- Applications, Quotes, Proposals
- Resolve customer inquiries and complaints
- Marketing renewal risks
- Check issued policies and changes for accuracy
- Deliver outstanding customer service to every client and troubleshoot problems as they arise.
- Create positive synergy and pursue cross-selling opportunities to meet revenue growth targets.
- Demonstrate the ability to manage a sales and support staff team.
- Demonstrate proficiency in the products and markets and promote SterlingRisk’s competitive differentiation, including mastering the use of SterlingRisk’s templates.
- Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
- Systematically use CRM to support service and sales processes, including input of accurate and timely information relative to clients and prospects.
- Work collaboratively with the management team and national/regional resources to maximize results.
- Quote new and renewal business through various online platforms.
Supervisory Duties:
- Not applicable for this position
Knowledge, Skills, & Abilities:
- Superior written and verbal communication and presentation skills.
- Excellent organization and follow-up skills.
- Excellent listening skills with a strong customer focus.
- Good teamwork skills with an ability to work with minimal supervision.
- Ability to work with senior-level management and have a top-level executive presence.
- Ability to effectively prioritize workload and manage multiple tasks in a fast-paced environment while meeting deadlines.
Education and Work Experience:
- 2-5 years of experience in insurance brokerage, carrier, or related business
- Bachelor’s degree or relevant work experience
- Strong knowledge of industry regulations, trends, and technology
- Growth mindset, positive attitude, and client-centric work ethic
- Thrives on autonomy and in a high-volume environment
- Proven track record in identifying prospects through demand-generation channels and cold calling
- Strong verbal and written communication skills
- Highly organized and strong time management skills
- Property & Casualty License required
Why SterlingRisk?
Salary:
The estimated base salary range for this full-time position is $100,000 – $125,000 annually, plus benefits, and can vary based on location.
