Strategic Commercial Risk Advisor - New Business & Retention

Starkweather & Shepley Insurance Brokerage Inc.; Massachusetts; Híbrido; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

Starkweather & Shepley Insurance Brokerage Inc. is seeking a results-driven insurance professional focused on new business and retention. The role emphasizes building relationships, meeting annual new business goals, and providing risk management advice to clients.

The candidate should hold a producer license, have strong sales skills, and be willing to continue education to advance within a dynamic agency. This position may involve heavy networking with local communities.

Formación

• Proven record of servicing a book of business with at least $500K in revenue.
• Producer license is mandatory.
• CIC, CPCU, AAI, AIS designations preferred.
• Willingness to continue education is essential.

Responsabilidades

• Generate leads and pursue new client opportunities.
• Develop strong Centers of Influence, network to develop new business opportunities; responsible for meeting or exceeding new business goals set annually.
• Complete client surveys and work with account management to review current policies.
• Maintain expiration lists and provide risk management advice to clients.
• Conduct renewal strategy meetings addressing coverage gaps and market trends.
• Prepare proposals and present to prospects and clients.

Conocimientos

MS Office

Verbal & written communication

Sales & networking

Active listening

Analytical skills

Time management

Entrepreneurial mindset

Educación

Producer license

Bachelor’s degree or equivalent experience

CIC/CPCU/AAI/AIS designations preferred

Herramientas

Sagitta

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Descripción del empleo

Starkweather & Shepley Insurance Brokerage Inc. is seeking a results-driven insurance professional focused on new business and retention. The role emphasizes building relationships, meeting annual new business goals, and providing risk management advice to clients.

The candidate should hold a producer license, have strong sales skills, and be willing to continue education to advance within a dynamic agency. This position may involve heavy networking with local communities.