- Identify new leads and gather the necessary information for submissions.
- Develop, present, and sell new business proposals to appropriate prospects.
- Gather necessary information and develop, deliver, and sell renewal proposals.
- Comply with account quality and size standards established by the agency.
- Establish the payment arrangement for each customer and collect premiums in accordance with the agency's collection policy.
- Perform periodic service calls on all accounts and provide or coordinate customer service as requested.
- Use sound risk management principles to conduct risk management surveys and determine insurance coverage needs.
- Provide continuous professional advice, guidance, and suggestions for improving agency and prospective clients' insurance and risk management programs.
- Sell additional coverage to existing clients.
- Attend and actively participate in regular sales meetings.
- Assist the marketing department in securing and negotiating quotations and coverage placement with appropriate insurance carriers.
- Facilitate constant communication with the assigned account manager to ensure client satisfaction.
- Achieve annual sales goals and provide regular feedback to the Personal Lines Leader on progress toward those goals.
- Attend carrier meetings, schools, and events to strengthen relationships with carrier partners.
- Maintain a professional demeanor and actively support and promote a positive public image for the agency.
- Pursue a program of personal and professional development.
- All other duties as assigned.
- Experience in the insurance industry with a strong emphasis on Personal Lines insurance is preferred - high net-worth experience is a must
- Associate or Bachelor's degree is preferred but not required, with appropriate work experience.
- Property & Casualty/Personal Lines Insurance license (if not already held, obtain within 30 days of hire)
- Strong technical knowledge of all personal insurance coverage lines.
- 1-year minimum in a production role.
- Proficient with management operating systems that support insurance sales, tracking, and service
- Proficient with Microsoft Tools - Outlook, Excel, Word, and PowerPoint
- This position requires routine travel that may involve a teammate driving their own vehicle or a rental vehicle; acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter and maintenance of minimum acceptable insurance coverages are requirements of this position
- Base salary + commission - this position has a base salary of $ k + commission
- Unlimited earning potential
- Excellent growth and advancement opportunities
- Discretionary Time Off (DTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
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Personal Lines Insurance Sales Executive - White Plains, United States - Brown & Brown Insurance
Description
Brown & Brown is seeking an experienced Personal Lines Producer for its Personal Lines team in White Plains, NY. This position is responsible for promoting and executing the sale of new and renewal business, providing and being a source of insurance expertise to customers, and assisting in the department's growth and profitability. The Producer will collaborate with the other teammates to meet prospective customers' and existing customer needs. This role will work closely with Sales Leadership.
The candidate must reside in Westchester County, NY, or Fairfield County, CT, and have high net-worth personal lines experience.
WHAT YOU'LL DO:
WHAT YOU'LL NEED:
WHAT WE OFFER:
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
