Commercial Insurance Sales Representative - Central Pennsylvania - SantoSelect

A leading mid-Atlantic property casualty carrier with an A+ Rating from AM Best for Financial Strength, seeks to expand distribution partner relationships, new business, and products in Central Pennsylvania. As part of that expansion, we are seeking an experienced Distribution Representative in Commercial Lines. This Distribution Representative will be based in the Central Pennsylvania territory, so that they can work closely with existing and new distribution partners to secure new business for the organization.

Distribution Representatives meet regularly with agency/brokerage distribution partners in pursuit of additional business in the small, mid and large size markets. The right candidate would already possess key commercial agency/brokerage relationships, presence and credibility in the Central Pennsylvania. These relationships will specifically be utilized to appoint and grow our distribution partner network in the region consistent with NJM’s exclusive distribution model.

Responsibilities:

Match existing Central Pennsylvania agent relationships and books of business opportunities with those of NJM

Based on this analysis recommend for appointment new commercial lines distribution partners in the territory. Ultimately through the review process sign up all appropriate agents based on the strength of these current relationships

Pursue, upsell, cross-sell, recapture opportunities with agencies/brokers

Coordinate New Business Proposal Meetings on key accounts to agencies and brokers; present NJM optional plans

Key account pre-renewal discussion with agencies

Review competitor plans with NJM underwriting to ensure best pricing offered

Lead annual planning process. Implement and monitor throughout year

Review underwriting appetite and services with agencies and brokers

Attend POS (Point of Sale) when possible with agencies/brokers

Assist with contracting new agencies/brokers

Assist with onboarding and terminating agencies/brokers as required

Maintain agency/broker profiles

Attend corporate functions including Corporate Giving, Chamber of Commerce and Marketing events

Requirements:

Sales oriented with experience and successful track record selling standard commercial lines products in the noted territories

Ability to communicate orally and in writing with others to explain complex issues

Full knowledge of all commercial line’s standard insurance products and usages

Ability to manage multiple clients, tasks, and requests

Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists

Knowledge of insurance markets and reference to markets

Knowledge of insurance underwriting procedures

Results oriented with the ability to meet strategic goals as required for the assigned territory

Excellent analytical, problem resolution, negotiating and project management skills

Professional, committed, and self-motivated with the ability to focus on daily tasks

Proficient with Microsoft Office – Outlook, Word, Excel

Must have:

Must have existing relationships/connections with Insurance Brokerages in central PA&

that they can leverage and&

must live within their territory (central PA)

5 years of sales experience overall and at least 4-5 years of selling commercial lines

Knowledge of insurance underwriting procedures

Minimum 4-5 years’ commercial insurance company experience in insurance industry, specifically in either Commercial Lines Marketing, Sales, Production Underwriting, Distribution and/or Relationship Management within the central PA market - must maintain and remain current with their producers' state licenses and continuing education credits

Stable work history

Education and Experience:

Bachelor’s Degree preferred (High School Diploma or GED required)

Minimum 5 years’ commercial insurance company experience in insurance industry, specifically in either Commercial Lines Marketing, Sales, Production Underwriting, Distribution and/or Relationship Management

Specific knowledge of the commercial lines in the Central Pennsylvania marketplace as it relates to new agent appointments and account opportunities.