BIA Account Executive - Personal Lines Sales

Arbella Insurance Group•Norwood, MA

4d•$45,000 - $50,000•Hybrid

About The Position

Bearingstar Insurance, a member of the Arbella Insurance Group, is a leading property and casualty insurance provider in Massachusetts and Connecticut with over $100 million in premium. We offer a dynamic culture with the feel of an independent agency combined with the strength of a large parent company. This allows us to provide competitive salaries, bonuses, incentives above commission, excellent benefits, and great training and development programs. We are seeking motivated and self-driven individuals to join our sales team to help Bearingstar become the top sales agency in our region. This is an excellent opportunity to build a sales career while contributing to the growth of a large agency. Insurance experience is not required; we are looking for individuals with strong community ties, professional networks, and personal relationships. Successful candidates have transitioned from various careers, including mortgage lending, real estate, banking, other financial institutions, and the military.

Requirements

Strong community ties, professional networks, and personal relationships.
Maintain proper insurance licensing.

Nice To Haves

Insurance experience is not required.
Successful candidates have come to us from a variety of other careers including mortgage lenders, real estate agents, banking and other financial institutions as well as the military.

Responsibilities

Contact prospects and clients using in-person, telephone, and email techniques to provide professional consultative advice about recommended coverages.
Prepare proposals, complete applications, calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades, and provide an overall analysis of protecting the customer’s property & casualty exposures.
Collect premium deposits and record payments.
Assist in the solicitation and account management of employer-based worksite marketing opportunities & related association sales activities.
Counsel & advise customers, including identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate, and resolving general customer inquiries.
Provide customer service & support within the agency on an “as needed” basis.
Achieve established sales production goals.
Ensure new business is consistent with the agency’s standards for acceptable business to impact agency loss ratios and profitability.
Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts.
Update the agency management system fully to document client interactions to ensure the service team can understand client status and to protect the agency from E&O issues.
Properly follow established workflow and documentation standards.
Follow up on Suspense Items in a timely manner.
Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy.
Prepare regular reports detailing sales and other activities as requested.
Maintain proper insurance licensing.
Responsible for maintaining positive relationships with customers and co-workers.
Perform other related duties as assigned.