Insurance Solutions Specialist
About The Position
The Insurance Solutions Specialist position is a sales position within the Insurance Solutions Group (ISG) Segment, and is responsible for prospecting new small commercial lines ISG clients, and for account rounding, cross selling, and upselling to existing ISG clients. The sales activity includes making new and renewal business presentations, presenting quotes, and laying the groundwork for long term business insurance relationships. The Insurance Solutions Specialist is accountable for meeting sales standards of volume with timeliness and quality while delivering ISG clients the value of HUB automated service model.
Requirements
- Previous insurance industry or related experience and proven success in a sales role
- Knowledge of small commercial lines insurance
- Ability to identify potential clients and initiate contact
- Strong presentation skills, decision-making skills, and excellent judgment
- Self-motivated
- Excellent marketing skills & strong communication skills
- Proficient Microsoft office
- Experience with an Agency Management System
- 2-5 years of relevant experience
- High school or equivalent
Responsibilities
- Develop and achieve maximum sales volume consistent with Hub Goals
- Identify, qualify, develop and round out new prospects and existing clients
- Respond effectively to company generated leads with rounding out all lines of coverage
- Designs insurance plans and recommends coverage to clients
- Collaborate with HUB Producers to cross-sell lines of business – commercial, personal, life and small group employee benefits
- Prepare and present proposals to prospects and clients & close the sale
- Establish and implement automated service with clients and service staff with service handoff mentality
- Maintain production reports and attend sales meetings as required
- Actively promote agency goals and objectives in the industry and community
- Assist service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
- Develop a book of business that is profitable for both Hub and carriers
- Keep informed of industry and market developments
- Assist in collecting money, arranging satisfactory financing or canceling coverage
- Assist in client facing renewal activity on as needed basis in the ISG agency book of business
Benefits
- Medical, Dental, and Vision
- Paid parental leave
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Flexible Spending Accounts for healthcare and dependent care
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
