Commercial Lines Sales Executive

Description

PURPOSE:

As a Commercial Lines Sales Executive within the Shepherd family, you will sell and service new and existing accounts within the Commercial Lines division. You will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. As a Commercial Lines Sales Executive within Shepherd Insurance, you will be a positive team player and coachable individual.

RESPONSIBILITIES:

• Provide positive, prompt, and accurate service to clients.
• Sell and service new and existing clientele.
• Market new and renewal business as needed. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
• Perform cross-selling and account rounding functions.
• Prepare, process, review, and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc.
• Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs.
• Maintain consistent communication with current and prospective clients to sell and explain coverage gaps, account rounding and solicitation of new business within market area.
• Develop and maintain clientele referral network.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Present proposals, quotes, and recommend coverages based on client needs and sales of appropriate coverages.
• Collect delinquent accounts on Agency billed policies.
• Attend sales seminars, sales meetings or educational activities to stay up to date on the latest developments, trends, regulations in the marketplace.
• Perform other related duties as assigned.

Requirements

• Experience:
  
  At least three (3) to five (5) years’ experience in similar position is desirable.
• Required state licensing certification.
• Professional designation is a plus.
• Education requirement:
  High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.