Sales Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversees all services required by clients and nurtures client relationships.

• Serves as the primary representative for an assigned portfolio of clients.

• Prepares and delivers renewal analyses to clients.

• Sells renewal business to current clients and promotes additional lines of coverage when appropriate.

• Introduces clients to other services provided by our agency through the creation of Producer Service Proposals.

• Offers analysis and recommendations regarding clients' existing coverages.

• Engages in negotiations with carriers concerning coverage, premium considerations, and other available services.

• Handles client inquiries regarding coverage, risk management, and claims questions and issues.

• Reviews client coverage contracts and amendments for precision.

• Acts as a technical expert, assisting team members in resolving complex issues.

• Participates actively in regular sales meetings.

• Contributes to the agency's efforts to foster and maintain robust relationships with companies through positive professional interactions with company representatives.

• Meets annual sales targets and regularly updates the Managing Director on progress towards these goals.

• Ensures that delegated work assignments align with unit goals and objectives.

• Selects candidates, conducts interviews, and recommends hiring decisions.

• Manages staff by motivating and mentoring them, providing training and development, conducting performance reviews, and implementing disciplinary actions as necessary.

• Oversees the collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of the invoice date.

• Adheres to agency management system data standards and ensures data integrity by entering and maintaining complete and accurate information.

• Performs other duties as assigned.

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and experience.

• A minimum of ten (10) years of relevant work experience.

• A valid insurance license; requires comprehensive knowledge of underwriting principles and market conditions.

• Must maintain Continuing Education requirements for license renewal.

🏝️ Benefits

• Comprehensive benefits package.

• Opportunities for professional development and growth.

• Supportive and collaborative work environment.