BI Producer

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Description:

Job Description For Posting

This position prepares an associate to progress into the Client Executive Sales position. Sales Associates work in a variety of situations, at times working as members of a team and other times working alone on an assignment. Sales Associates are under close supervision of the Practice Group Leader and the Director of Business Insurance Sales, and performance is monitored to assess readiness for advancement after the Sales Associate meets sales goals required for validation.

Essential Duties & Responsibilities

• Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls, networking events, building a Center of Influence Network and emails as agreed upon by the associate, Director of Business Insurance Sales and Practice Group Leader.

• Consult with clients and prospects regarding their Business Insurance Insurance needs (Property and Casualty, Workers Compensation, etc.) to identify how they can make their business more profitable.

• Conduct a first appointment asking need based questions to better understand business and insurance needs.

• Understand how to take that information and put together an appropriate capabilities presentation to pursue a Broker of Record

• Evaluate and assess client's needs and coverages to complete a thorough submission and underwriting narrative. Advise on existing product solutions and forthcoming product developments.

• Coordinate servicing of the client within the scope of the services available.

• Regularly meet with the Director of Business Insurance Sales to strategize regarding prospect pipeline, and review goals and sales performance against targets as experience is gained.

• Represent the firm at trade exhibitions and events.

• Record sales information and provide to appropriate departments within the firm, including proficient use of Salesforce and Sagitta

• Develop problem-solving skills to understand, anticipate, and meet clients' needs.

• Attend departmental and sales meetings as required.

• Attend monthly Learning Path meetings to develop both their insurance knowledge and sales expertise

• Identify needs and competencies to be acquired, and make use of training opportunities.

• Learn client policy requirements, internal systems such as Salesforce AgencyInsight, ACT and ImageRight, and departmental procedures/policies.

• Plan ahead and problem solve - anticipate, report, and help resolve problems that occur.

The applicable base salary range for this role is $53,000 to $112,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.