Commercial Insurance Sales Representative - SpeakEZ Virtual Solutions LLC

Fully remote must live in Central PA, Must live within the 5 boroughs of NY, or Long Island

Our client seeks to hire a direct hire for a Commercial Insurance Sales Representative. leading mid-Atlantic property casualty carrier with an A+ Rating from AM Best for Financial Strength and 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 Central Pennsylvania. These relationships will specifically be utilized to appoint and grow our distribution partner network in the region consistent with an exclusive distribution model.

Responsibilities:

Match existing Central Pennsylvania agent relationships and books of business opportunities.

Based on this analysis recommend for appointment of 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, and recapture opportunities with agencies/brokers

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

Key account pre-renewal discussion with agencies

Review competitor plans with underwriting to ensure the best pricing offered

Lead annual planning process. Implement and monitor throughout the 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 a 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

Education and Experience:

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

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

Specific knowledge of the commercial lines in the northern New Jersey and New York marketplace as it relates to new agent appointments and account opportunities.