Risk Management Associate (Commercial Insurance Sales)

Denis Development•Hamilton Township, NJ

10d

About The Position

Rue Insurance’s Risk Management Associates obtain and retain commercial property and casualty clients with average annual premiums of $25,000 and above. They proactively engage prospects and clients to build relationships and promote profitable agency growth while meeting or exceeding annual sales goals. The role is expected to consistently exemplify Rue Insurance’s best-in-class service standards. This full-time, salaried (exempt) position is in the Sales Department and reports to the Director of Sales. Compensation is $50,000–$125,000 annually, plus uncapped commission. The role requires sitting for extended periods, working on a computer, standing, walking, frequent lifting of up to 20 pounds, and occasional lifting of 26 to 50 pounds.

Requirements

At least 2 years of successful business-to-business consultative sales experience.
Strong negotiation skills and attention to detail.
Valid driver’s license and satisfactory driving record.
Excellent written and verbal communication skills.
Highly motivated and organized.
Energetic, dedicated team player.
Experience with CRM and sales management systems.
Basic computer knowledge and proficiency with Microsoft Office Suite.

Nice To Haves

Commercial insurance sales experience.
Valid property and casualty insurance licenses.
Knowledge of Applied Systems EPIC.
Bachelor’s degree.

Responsibilities

Generate new business sales by proactively contacting prospects and following the agency sales process.
Maintain an active new-business pipeline, demonstrate measurable prospect movement through pipeline stages, and accurately track activity in the agency management system.
Schedule and conduct prospect appointments and deliver engaging, consultative sales presentations.
Gather business and underwriting information to prepare proposals tailored to each client’s or prospect’s needs.
Advise clients and prospects and recommend coverage solutions that meet or exceed agency standards.
Build and maintain a referral network through relationships with centers of influence, peers, networking groups, clients, internal partners, and senior management.
Introduce clients to Rue Insurance’s products and services and cross-sell to other departments when appropriate.
Build and maintain positive client relationships by consistently following the agency’s formal client relationship program.
Follow agency renewal processes to support retention and growth of the existing book of business.
Maintain insurance, industry, emerging-risk, coverage, competition, carrier, and business knowledge to advise clients and prospects effectively and limit the agency’s E&O exposure.
Meet documentation requirements and accurately record client and prospect information and interactions in the agency management system.
Provide first-class customer service through clear, proactive communication that sets, meets, and exceeds client expectations.
Practice techniques and strategies introduced through sales training to improve skills and performance.
Develop expertise in target industry niches by joining and participating in relevant associations and networking groups.
Participate in Sales, Department, and Company meetings by sharing experiences, account knowledge, and effective selling strategies.
Develop, meet, and exceed annual performance and sales goals.
Represent the company professionally and ethically.
Perform other duties and special projects as assigned by Agency Management.