- Identify prospects using sales tools to identify and cold contact potential clients
- Utilize sales tools to identify cross sell opportunities
- Follow up on leads
- Enter all contacts and data into the CRM system
- Participate in activities that maintain and expand the book of business
- Maintain and expand carrier relationships
- Stay current with industry, licensing and education requirements
- At least 1+ year of related experience or training
- Bachelor's Degree is preferred
- Must hold an active Property & Casualty License. If a candidate is not licensed at the time of hire, it is expected for this process to be completed within the first 60 days
- A thorough understanding of insurance underwriting and coverages, including rating procedures
- Ability to work autonomously
- Be competitive, persistent and self-reliant, with a sales drive
- Good interpersonal skills and high ethical standards
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Private Client Insurance Services Consultant - Barrington, United States - The Plexus Groupe
Description
Job Description
Job DescriptionThe Plexus Groupe — rewarded Best Places to Work in Insurance — is looking for candidates who dream big. We have an opening for Private Client Services Consultant roles in our Dallas, TX, Chicago or Deer Park, IL, Oklahoma City, OK and Tampa, FL offices.
Do you enjoy strategizing with clients on best-in-class solutions? Are you a self-starter that wants to be part of a company growing faster than ever? If so, then continue reading
Summary:
The Private Client Services Consultant is a new Producer or a Producer that does not have a book of business. In the role, the Consultant actively solicits and sells insurance products and services to existing and new clients; may maintain an existing book of business; expands a book and enhances the image of The Plexus Groupe.
Job Responsibilities:
Required Experience:
The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.
PASSION. ALIGNMENT. ACTION.
With offices in Chicago, Dallas, Oklahoma City and Tampa, The Plexus Groupe is a premier insurance brokerage and risk management consulting company. We offer our clients innovative insurance strategy and powerful professional resources to protect, preserve, and grow. The Plexus Groupe is an equal opportunity employer.
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