The Jonus Group
Job Description
Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance Sales Associate.
Benefits
- Competitive salary: $45-65K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
Qualifications
- P&C License
- Bachelor’s degree in business, Finance, Risk Management, or related field (preferred).
- Relevant industry certifications (e.g., Chartered Property Casualty Underwriter – CPCU, Certified Insurance Counselor – CIC) are a plus.
- Proven track record of successful business development and sales in the insurance industry.
- Proficiency in insurance software and Microsoft Office suite.
Responsibilities
- Identify and target potential clients within the commercial sector.
- Network and establish relationships with business owners, executives, and decision-makers to generate leads and referrals.
- Attend industry events, conferences, and seminars to stay updated on market trends and build connections.
- Conduct thorough assessments of clients’ businesses to understand their unique insurance requirements.
- Analyze risks associated with clients’ operations, assets, and liabilities.
- Collaborate with underwriters and risk management teams to develop comprehensive insurance proposals.
- Design and present tailored insurance solutions that address clients’ specific needs and risk exposures.
- Explain complex insurance concepts in a clear and understandable manner to clients.
- Provide expert advice on coverage options, policy limits, and deductibles.
- Request quotes from insurance carriers based on clients’ needs and risk profiles.
- Negotiate terms, conditions, and pricing to secure the most advantageous coverage for clients.
- Compare and analyze multiple insurance options to make informed recommendations.
- Prepare accurate and complete insurance applications, proposals, and contracts.
- Ensure that all client documentation meets regulatory and compliance standards.
- Maintain proper records of client interactions, policies, and endorsements.
- Build and maintain long-term relationships with clients, fostering trust and loyalty.
- Provide ongoing support, address client inquiries, and manage policy changes.
- Conduct regular policy reviews to ensure coverage remains aligned with clients’ evolving needs.
- Stay updated on industry trends, emerging risks, and changes in regulations that could impact clients’ insurance needs.
- Monitor competitors’ offerings and pricing strategies to maintain competitiveness.
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