Commercial Insurance Specialist / Account Manager

Farmers Insurance - Oklahoma; Meadowbrook (UT); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Life Insurance

Career Growth Opportunities

Job summary

The Farmers Insurance Naylor Agency is a small, growing agency seeking a go-to person for commercial insurance. You will quote, sell, service, and grow commercial accounts while supporting other agency needs as required.

Work in a small team with direct impact on agency growth, taking ownership of tasks and building relationships with local business owners and referral partners.

Responsibilities

• Quoting new commercial insurance opportunities.
• Following up with business owners and prospects.
• Gathering underwriting information.
• Preparing and presenting insurance options.
• Working with commercial underwriters and carriers.
• Helping clients understand their coverage.
• Managing and servicing existing commercial accounts.
• Processing endorsements and policy changes.
• Reviewing renewals.
• Providing certificates of insurance.
• Re-marketing accounts when needed.
• Identifying additional coverage opportunities.
• Building relationships with local business owners and referral partners.

Job description

Job Description

The Farmers Insurance Naylor Agency is a small, growing insurance agency looking for the right person to help us build and develop our commercial insurance business.

This is a unique opportunity for someone who wants to become our agency’s go-to person for business and commercial insurance.

Because we are a small team, this position will wear more than one hat. Your primary focus will be quoting, selling, servicing, and growing commercial insurance accounts, but you will also help with other agency needs when necessary.

We are looking for someone who is motivated, dependable, comfortable talking with business owners, and willing to take ownership of their work.

This is not a large corporate environment where you are just one person in a department. Your work will have a direct impact on the growth and success of the agency.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Life Insurance
• Career Growth Opportunities

Responsibilities

Your main focus will be helping grow our commercial insurance book by:

• Quoting new commercial insurance opportunities
• Following up with business owners and prospects
• Gathering underwriting information
• Preparing and presenting insurance options
• Working with commercial underwriters and carriers
• Helping clients understand their coverage
• Managing and servicing existing commercial accounts
• Processing endorsements and policy changes
• Reviewing renewals
• Providing certificates of insurance
• Re-marketing accounts when needed
• Identifying additional coverage opportunities
• Building relationships with local business owners and referral partners

Types of business we may work with include:

• Contractors and trades
• Restaurants
• Retail businesses
• Professional offices
• Property owners and landlords
• Real estate investors
• Service businesses
• Commercial auto accounts
• Small and locally owned businesses

Coverage may include:

• General Liability
• Business Owners Policies
• Commercial Property
• Workers' Compensation
• Commercial Auto
• Inland Marine
• Umbrella / Excess Liability
• Professional Liability
• Cyber Liability
• Contractor Insurance
• Other small-business insurance products
• Sales & Business Development

We are looking for someone who is willing to help create opportunities, not just wait for leads to come in.

Responsibilities may include:

• Following up consistently on quotes
• Calling prospective business clients
• Reaching out to existing clients who own businesses
• Developing relationships with referral partners
• Networking with local businesses
• Cross-selling existing agency clients
• Helping create new commercial marketing opportunities
• Maintaining a consistent sales pipeline

You do not need to be an aggressive salesperson, but you do need to be comfortable having conversations, asking questions, following up, and asking for the business.

Additional Agency Responsibilities

Because we are a small office, everyone helps where needed.

From time to time, you may also help with:

• Home and auto insurance quotes
• Existing customer service
• Policy changes
• Lender and mortgage requests
• Answering phones
• Following up with clients
• General agency tasks

Commercial insurance will be your primary specialty, but being willing to help the rest of the team is important.

Requirements

The ideal person is:

• Dependable
• Organized
• Self-motivated
• Friendly and professional
• Comfortable talking on the phone
• Comfortable speaking with business owners
• Willing to make outbound calls
• Strong with follow-up
• Detail-oriented
• Able to manage multiple tasks
• Willing to learn
• Comfortable working independently
• Able to take ownership of projects and client needs
• Interested in building a long-term career in commercial insurance

Most importantly, we want someone who can see what needs to be done and take initiative.

When things are slow, we want someone who looks for the next opportunity rather than waiting to be assigned another task.