Sales – Business Insurance

2 days ago Be among the first 25 applicants

Sales producers are a key contributor to agency success and are responsible for finding and winning new business insurance clients. Producers must be able to connect with a diverse group of business owners and executives and build strong professional relationships. They advise and educate clients on complex risk and insurance topics and strategies while working with other client-facing team members. Successful producers are organized and strategic.

Beginning a career in business insurance requires strong work ethic, the ability to apply training, and a relatable personality.

• Proven track record of proactively driving results against predefined goals and plans
• Work history and professional references that attest to significant work ethic
• A tireless positive attitude in the face of challenges
• Commitment to excellent written and oral communication skills
• Motivated by getting to know people and helping them
• Organization and prioritization skills with the ability to manage a variety of complex tasks in a fast‑paced environment

• Develop a pipeline by connecting with prospects via phone, email, social media and in‑person visits
• Prepare significant prospect due diligence through extensive research
• Provide carriers with necessary underwriting information and negotiate on behalf of clients
• Protect the interests of the agency by qualifying clients that best fit our model and maintaining quality documentation
• Establish relationships with local centers of influence within target markets and industries
• Attend trade shows and networking events within target industries
• Keep abreast of changing market conditions and carrier products to best serve clients
• Consult clients regarding insurance plan design and coverages
• Help clients with loss control and risk mitigation programs
• Educate clients on coverages, important exclusions and other documentation requirements
• Work with Account Managers in servicing existing client needs, including analyzing their current insurance program, suggesting additions or changes, offering new coverage options, and remarketing the account as needed
• Review client contracts for insurance requirements and advise clients accordingly
• Collaborate with Claims Managers and confer with clients on claim‑related issues, providing necessary information
• Participate in insurance carrier meetings and functions to develop strategic working relationships with underwriters and stay abreast of evolving products and services
• Utilize agency document management system to ensure timely, cohesive collaboration of the team for the client’s benefit and accurate delivery of a final policy

• Current North Carolina Property and Casualty license, or willingness to secure and maintain license
• Bachelor of Arts/Bachelor of Science degree or equivalent experience
• Proficient in Microsoft Office (Outlook, PowerPoint, Excel, Word) as well as other online services, including prospecting tools and social media platforms
• Willingness to learn, participate in training opportunities and self‑study to master the industry, carrier coverages and specific niche competitive attributes
• Strong work ethic and ambition
• Entrepreneurial spirit and interest in participating in the building and continuous improvement of an agency that serves its clients like no other

Entry level

Full‑time

Sales and Business Development

Insurance