Risk Management Associate (Commercial Insurance Sales)

Rue Insurance•Hamilton Township, NJ

52d•Onsite

About The Position

Rue Insurance’s Risk Management Associates are responsible for obtaining and retaining commercial property and casualty clients with average annual premium of $25,000 and above. They proactively engage with prospects and clients to develop relationships in order to promote profitable agency growth that consistently meets or exceeds annual sales goals. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times.

Requirements

2 or more 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 proficient with Microsoft Office Suite

Nice To Haves

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

Responsibilities

Generate new business sales by proactively contacting prospects and following the agency sales process
Maintain an active new business pipeline with multiple prospects in various pipeline stages; demonstrate measurable prospect movement along those stages; and accurately track activity within the agency management system
Schedule and conduct appointments with prospects to deliver engaging, consultative sales presentations
Gather relevant business and underwriting information to provide proposals tailored to the specific needs of each client or prospect
Provide informed advice and recommendations to clients and prospects to ensure appropriate coverage solutions that meet or exceed agency standards
Build and maintain a strong referral network by developing relationships with centers of influence at other companies, peers, networking groups, clients, internal partners, and senior management
Introduce clients to the full range of products and services offered by Rue Insurance and actively cross-sell clients and prospects to other departments as appropriate
Build and maintain positive client relationships through consistent execution of the agency’s formal client relationship program
Follow established agency renewal processes to support retention and growth of the existing book of business
Maintain awareness, learning and technical knowledge of insurance coverages, insurance industry changes, emerging risks and coverage solutions, competition, carriers and other areas of business acumen to effectively advise clients and prospects and limit the agency’s E&O exposure
Adhere to agency documentation requirements and processes by accurately recording client and prospect information and interactions in the agency management system
Deliver first-class customer service by communicating clearly and proactively with clients to continually set, meet, and exceed client expectations
Incorporate and regularly practice techniques and strategies introduced through sales training to continuously enhance skills and related performance
Identify and develop expertise in target industry niches by joining and participating in relevant associations and networking groups
Actively 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 in a professional and ethical manner at all times
Perform other duties and special projects as assigned by Agency Management