Personal Risk- Client Exec./Sales Advisor (MN or remote)

NFP Corp•South Saint Paul, MN

137d•Hybrid

About The Position

This is a full-time role offering a hybrid schedule from our St. Paul or Plymouth, MN offices. Comprehensive experience with P&C markets in the Twin Cities Region is required. Some travel within the region is expected. We will consider remote candidates who are experienced in the regional market and able to meet all deliverables and travel requirements. The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In this role, you will be provided with leads from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long-lasting relationships with agency partners, company leadership and staff.

Requirements

P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills.
Comprehensive experience with P&C markets in the Twin Cities Region.
Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners.
Ability to work independently and anticipate client and team needs.
Effective time management and decision-making skills.
Strong leadership and diligent follow-through skills.
Ability to negotiate and express ideas clearly in both written and oral communications.
Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams.
Influential presentation and public speaking abilities.
Self-confident to make sound independent decisions.
Ability to successfully interact with a variety of people/personalities.
HS Diploma or GED is required.
More than 3 years of licensed Personal Lines related industry sales and service experience.
Property & Casualty Broker’s License required upon hire.

Nice To Haves

A bachelor’s degree preferred.
CPCU, CPRIA, CAPI or other P&C designation preferred.

Responsibilities

Understand various Carrier Appetites and Carrier Websites.
Work closely with Carrier Underwriters to determine risk placement.
Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
Complete policy correspondence delivery according to agency guidelines and procedures.
Build and maintain effective working relationships with co-workers, supervisors, and carrier representatives.
Assist with special projects as assigned by management.