Commercial insurance sales representative - Indigo Management LLC

Experience level:

& Mid Level (5-8 yrs exp.)&

Experience required:

& 5 Years&

Education level:

& Some college coursework completed&

Job function:

& Sales

Industry:

& Insurance&

Compensation:

& Negotiated during interview

Total position:

& 1&

Relocation assistance:

& No

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

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.