Personal Lines Inside Sales Managers - Albuquerque, United States - Vaco

Description

Job Description

• Responsible for devising creative solutions to meet client needs as to coverage and costs.
• Regularly exercises discretion and independent judgment on significant accounts including but not limited to:
  • interviewing clients,
  • collecting and analyzing information regarding the client and assisting in product and pricing determinations
  • affecting, interpreting, and implementing various company policies about the specific factual circumstances of each client.
• Actively seeks to grow the Personal Lines Direct Sales Division business.
• Manages new business, including:
  • conducting client research and gathering all necessary information to ensure proper coverages.
  • perform any necessary or requested online rating.
  • conducts loss analyses.
  • preparing complete, accurate submission applications and submitting them to carriers.
  • evaluating and negotiating coverages and pricing.
  • generating and presenting proposals.
  • binding coverages, including securing signed mandatory forms and applications per IOA procedures.
• Contacts underwriter and submits forms to obtain binder coverage.
• Ensures that policy requirements are fulfilled, including the completion of appropriate forms.
• Selects a company that offers a type of coverage requested by the client to underwrite the policy.
• Develops marketing strategies to compete with other individuals or companies who sell insurance.
• Attends in house meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Participates in the ongoing growth and professional development.
• Actively promotes company culture and a positive work environment at all times, including participation in team-building and other activities.
• Maintains frequent and transparent communication regarding individual performance and activities with supervisor, and seeks, accepts, and implements performance coaching.
• Calls on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
• Customizes insurance programs to suit individual customers, often covering a variety of risks.
• Under the direction of a Personal Lines Direct Sales Manager, the employee will meet all performance requirements, including production, quality, service, and ensuring that no liability associated with errors and omissions occur.
• Delivers outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
• Complies with all company work rules, standards, and policies and procedures at all times.
• Maintains a high degree of technical competence and industry/market expertise.
• Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
• Develops and maintains positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
• Actively seeks to grow the company business, including identifying and acting on sales opportunities.
• Will be required to maintain Continuing Education Credits to maintain active status level of insurance licensure.
• Regular and consistent attendance is expected and is a necessary component of the job.
• Perform other duties as assigned.

NON-ESSENTIAL FUNCTIONS

• General office support/administration when requested or assigned
• Manages incoming mail, faxes, and other correspondence
• Back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence
• Participates in training, mentoring, and ongoing professional development of the administrative team, account assistant, and or new hire.
• Participating in team-building and other activities

QUALIFICATIONS AND EXPERIENCE

• Must obtain a state-required insurance license within the first 90 days of employment.
• Must possess outstanding verbal/written communication skills.
• Must possess strong presentation and negotiation skills.
• Must have office equipment experience and be PC and internet proficient.
• Must have exceptional customer service skills.
• Excellent multi-tasking, organizational, delegation, and decision-making skills.
• Ability to perform large work volumes with high degrees of accuracy.
• Ability to work independently and or in a team environment.
• Ability to adapt to changing work environment.
• Be of exceptional personal character.
• High School Diploma (or equivalent) required.

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.