Business Risk Consultant

Univest Financial Corporation; Lansdale (Montgomery County); Presencial; USD 60 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

Retirement Plan

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Resumo da oferta

Univest Insurance Inc. is seeking a sales-oriented professional to pursue and close new commercial lines accounts. This fully commissioned role focuses on growing a book of business through proactive prospecting, needs assessment, and compelling proposals.

You will work with marketing to submit opportunities, maintain a robust pipeline, and stay current on industry developments. Strong communication and closing skills are essential.

Qualificações

• Proven ability to pursue and close sales.
• Three plus years’ experience in Commercial sales preferred, but not necessary.
• College graduate preferred.

Responsabilidades

• Achieve objectives established in annual producer sales plan.
• Prospect for new business from existing databases.
• Identify prospects for quotes and sales appointments.
• Survey prospects to determine insurance needs and risk profiles.
• Deliver formal proposals with coverage details, limits and deductibles.
• Maintain pipeline and weekly activity reports.
• Promote Univest in the community.
• Stay informed of industry developments and participate in training.

Conhecimentos

Sales closing

Advanced communication

Formação académica

College graduate preferred

Descrição da oferta de emprego

Overview

Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We are looking for a sales oriented individuals, with advanced communication skills, a thorough knowledge of insurance products (or ability to learn) and capable of pursuing and closing sales of new commercial lines accounts.

Responsibilities

• Achieve objectives established in annual producer sales plan.
• Prospect for new business from existing databases.
• Contact prospects for the purpose of providing a quote and making sales appointments.
• Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
• Collect detailed risk and underwriting information including survey date and loss history.
• Deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
• Work with marketing department to complete company submissions.
• Stay informed of claims or service issues and become involved in resolutions when required.
• Participate in renewals, when appropriate by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions.
• Maintain pipeline and weekly activity reports.
• Promote Univest in the community.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
• Perform other specific duties as assigned.
• Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

Qualifications

• Proven ability to pursue and close sales.
• Three plus years’ experience in Commercial sales preferred, but not necessary.
• College graduate preferred.

Wage Range:

This is a fully commissioned position

Benefits Overview:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid monthly based on individual production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

#Univest

#LI-Onsite

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.