Personal Lines Consultant

Bridge Specialty Group•Rochester, NY

1d•$50,000 - $60,000

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Personal Lines Consultant to join our growing team in Rochester, NY! The Personal Lines Consultant develops and executes targeted market plans, identifies and qualifies prospects, delivers tailored insurance proposals through effective presentations, builds and maintains client and industry relationships, and continuously pursues professional growth to support the agency’s mission and success in a dynamic marketplace. How You Will Contribute: Create a market plan with direction and assistance from Agency management. Identify and locate prospects based upon the market plan. Contact prospects by personal visits, over the telephone, and by direct mail, and determine expiration dates plus the present scope of insurance coverage. Determine the prospect's needs and wants Qualify for a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability). Using internal technical and marketing resources, prepare a proposal and quotation for client coverages. Make an effective sales presentation utilizing the numerous resources and materials available for a professional proposal. Maintain and build relationships with key company personnel. Participate in civic, social, and trade organizations which will assist in enhancing the Agency's image. Support and uphold the Mission of the Agency through exemplary conduct in daily activities. Monitor accounts receivable and take corrective action whenever necessary. Keep abreast of developments in the marketplace, including product line offerings, and changing insurance consumer trends and needs.

Requirements

New York State Brokers License.
Valid NYS Driver’s license acceptable to our insurance carrier.
College degree preferred, or the equivalent.
At least one to two years' experience in a sales capacity.

Nice To Haves

College degree preferred, or the equivalent.

Responsibilities

Create a market plan with direction and assistance from Agency management.
Identify and locate prospects based upon the market plan.
Contact prospects by personal visits, over the telephone, and by direct mail, and determine expiration dates plus the present scope of insurance coverage.
Determine the prospect's needs and wants
Qualify for a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability).
Using internal technical and marketing resources, prepare a proposal and quotation for client coverages.
Make an effective sales presentation utilizing the numerous resources and materials available for a professional proposal.
Maintain and build relationships with key company personnel.
Participate in civic, social, and trade organizations which will assist in enhancing the Agency's image.
Support and uphold the Mission of the Agency through exemplary conduct in daily activities.
Monitor accounts receivable and take corrective action whenever necessary.
Keep abreast of developments in the marketplace, including product line offerings, and changing insurance consumer trends and needs.