Personal Lines Sales Executive

Iron-Insurance-Partners; Lubbock (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Iron-Insurance-Partners is seeking a Personal Lines Sales Executive in Lubbock to pursue and close sales of new and existing commercial lines while retaining a book of business.

The role requires advanced communication skills, thorough product knowledge, and the ability to engage clients in person, by phone or email to discuss service needs. A college degree and 3+ years of business experience are preferred.

Qualifications

• College degree or equivalent.
• Minimum of 3 years of business experience.
• Ability to communicate well in verbal and written capacity.
• Must maintain valid driver's license and available transportation.

Responsibilities

• Implement growth strategies for new business and net book growth.
• Identify and prospect potential policyholders.
• Consultatively sell insurance solutions with support from experts.
• Meet revenue goals through development of niches in the market.
• Manage assigned book of business and client needs.

Skills

Analytical skills

Negotiation skills

Communication skills

Team collaboration

Education

College degree or equivalent

Job description

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

About the Organization

The Personal Lines Sales Executive position is sales-oriented, requires advanced communication skills, and a thorough knowledge of insurance products available through the agency. The Producer is responsible for pursuing and closing sales of new and existing commercial lines and retaining a book of business. The Producer performs the essential functions of the position noted below while meeting the quality and service standards developed by the agency.

Essential Duties & Responsibilities

• Implement a growth strategy involving both new business and net book growth.
• Identification and prospecting of potential new policyholders
• Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of experts and skilled professionals to assist.
• Implement a growth strategy involving both new business and net book growth.
• Meet aggressive new business revenue goals through the development of one or two niches within the market.
• Manage assigned book of business and client needs.
• Improve client value proposition through the development of Proactive Services and building Proactive Timelines for high-ranking clients
• Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client's insurance program.
• Engage with clients (in person, via telephone conversations, or email) to discuss service needs.
• Execute on daily, weekly, and monthly prospect development activities.
• Identification of exposures for the proper programming of an insurance program.
• Secure and develop the underwriting data necessary for complete submissions that meets agency underwriting guidelines for quality production.
• Execution of an annual stewardship meeting with each client.
• Organize and direct monthly meetings with production teammates.
• Management of accounts receivable issues for your book of business.
• Compliance with all agency underwriting and operational guidelines.
• Utilization of agency contact management system for all development activity.
• Develop relationships with and maintain communication with insurance carriers.
• Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.
• Support full utilization of automation system including a personal commitment to technology capabilities where needed.
• Perform other duties and projects as assigned.
• Attend company sponsored seminars to attract and retain clients.

Location Lubbock

Position Requirements

Education and Qualifications

• College degree or equivalent
• A minimum of 3 years of business experience
• Possess strong analytical and negotiation skills
• Maintain a high level of accuracy
• Ability to maintain confidential information
• Ability to work both independently and as a member of a team
• Ability to communicate well in a verbal and written capacity
• Ability to multitask and stay organized.
• Must maintain valid driver's license and available transportation

Ability to obtain and maintain property/casualty insurance license