Business Insurance Advisor

Jones Advisors; Garner (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Jones Advisors is seeking a Business Insurance Advisor located in Garner, North Carolina. This role is responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts while maintaining relationships with existing clients.

The ideal candidate will have at least 2 years of business-to-business sales experience and preferably a Bachelor’s degree along with a North Carolina Property & Casualty License.

Strong communication skills and the ability to work in a team are essential for success in this role.

Qualifications

• 2+ years of experience in business-to-business sales.
• Ability to sell insurance products effectively.
• Excellent written and verbal communication skills.

Responsibilities

• Prospecting and selling new Business Insurance Accounts.
• Counseling and marketing to existing clients.
• Identifying and developing relationships with qualified insurance buyers.

Skills

Sales skills

Excellent communication

Client-focused

Team-oriented

Leadership

Education

Bachelor’s degree

NC Department of Insurance Property & Casualty License

Tools

Microsoft Office (Word, Excel, Outlook)

EPIC

Job description

Business Insurance Advisor

Summary: This position is directly responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific sales activities, goals and services responsibilities are determined during yearly planning process and monitored monthly.

Qualifications:

• Bachelor’s degree preferred.
• NC Department of Insurance Property & Casualty License preferred.
• 2+ years of experience in business-to-business sales.

Knowledge, Skills & Abilities

• Ability to discuss, support, and sell insurance products in states where the agency functions.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including Microsoft Office (Word, Excel, Outlook) and EPIC.
• Excellent written and verbal communication skills.
• Assertive self-starter with ability to influence others.
• Client-focused and able to work in a team-oriented environment.
• Effective presentation skills through both verbal and written communications.
• Proven leadership ability.

Essential Functions

• Identifies and develops relationships with qualified insurance buyers.
• Generates referrals for other team members.
• Creates and maintains detailed lists of current and prospective clients.
• Designs insurance plans and recommends coverages to clients.
• Surveys loss exposures, needs, and possible uninsurable or difficult-to-insure exposures for clients.
• Creates insurance proposals and makes sales presentations to prospective and existing clients on new and renewal basis.
• Communicates accurate and complete information to account management team in a polite and respectful manner.
• Meets scorecard goals.

Physical Demands: Primarily a sedentary role; requires lifting files, opening filing cabinets, bending or standing as necessary.

Work Environment: Clerical, office setting using standard office equipment such as computers, phone, copier, filing cabinets and fax machine.

Travel: Some travel required to visit client sites.