IN DEMAND Recruitment & Consulting Inc. is currently recruiting for a SALES EXECUTIVE – SMALL BUSINESS TEAM – INBOUND for our South Edmonton client.
Our client generates a substantial amount of inbound commercial insurance enquires and leads. These leads need to be vetted, quoted and sold in an efficient and effective way. This is a high activity roll. Under the direction of the Sales Director, the Sales Executive will be focused on inbound new business inquires; with premiums less than $30,000. Your primary responsibility will be understanding the client’s needs, preparing submissions and marketing. You goal is to generate new business from inbound leads. You will need to understand the market and develop and maintaining relationships with underwriters, and supporting/ mentoring team members in account management and administration of the book. Additional responsibilities include pipeline management and data entry.
You will contribute to our client’s success through concentrating efforts that i) maintains client retention of 92% or higher and ii) supports the new business annual goal for the agency:
Providing team leadership, mentorship, and account oversight;
Selling insurance solutions to a diverse group of commercial clients and prospects;
Managing a Book of Business, e.g. customer experience, renewals, claims management;
Keeping abreast of trends and techniques, industry changes in the marketplace, insurance company stability;
Using brokerage selling aids to maintain a competitive status for the brokerage within the industry; and administration and data entry as required.
Your day will consist of promoting and selling insurance solutions to a diverse group of commercial prospects:
PIPELINE/ GENERATING LEADS
Inbound phone calls – high activity
Inbound web site leads – high activity
Inbound customer referrals – high activity
Prepare and submit complete submissions utilizing the Application & Submission formats, and provide full underwriting information to insurers to obtain the most competitive package available
Inform the customer/prospect of additional coverage’s and services the brokerage handles of which he or she may not have been aware, and interest them in these services
Prepare and present professional and competitive proposals to prospects detailing coverage’s and services of the brokerage
Obtain and follow up on information concerning underwriting by completing Brokerage Applications
Keep abreast of market inventory and support the company objectives with market support as directed by the Sales Director
Collect deposits, premiums, and finance deposits and contracts on behalf of the brokerage.
Review monthly account receivable reports and ensure all outstanding balances are paid within ten days
Manage and review client renewals with Business Service Specialists [Account Managers]
Trouble shoot and assist in remarketing as necessary to provide the best coverage and competitive price for all clients.
Assist the Claims department to ensure the proper and expeditious handling of all claims and losses as per the Brokerage Claims Handling System
Market, rate, and quote new and renewal business
Actively mentoring team members is essential to ensure the team is growing in knowledge and expertise; it also significantly supports perpetuation plan for developing the next generation
Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.)
Attend and participate in staff meetings and company functions
Licensed Level 2 Insurance Agent required
Completion of C.I.P. or CAIB designation or equivalent preferred
10-15 years’ experience with in an independent commercial insurance business environment
1 – 2 years’ experience with in a team environment in a customer sales and marketing position
Ideally experience with Agency Manager, Microsoft Office Suite or comparable computer systems
Commitment to ongoing learning and professional development including insurance courses/certifications, e.g. Canadian Accredited Insurance Broker (CAIB)/Chartered Insurance Professional (CIP)
Preference will be given to candidates with post-secondary education and an outstanding personality
Qualified and interested applicants are encouraged to apply today in confidence by sending your resume as a MS Document to: email@example.com.
ONLY QUALIFIED CANDIDATES WILL BE CONTACTED