Sr. New Business Marketing Sales- Private Client (Remote)

SUMMARY 

Responsible for acting as an agent of broker of qualified new business leads for Private Client Services. On boards prospective clients through program analysis and presentation. Also, responsible for marketing leads and preparing proposals for prospects. 

--This position is fully remote. Pacific time zone preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

• Mentor support staff and serve as product expert as needed.

• Receive and develop new business leads from Producers and/or referral sources.

• Close leads either independently or in conjunction with Producer who presents directly to prospect.

• Analyze exposure base to identify program deficiencies and develop proper marketing strategies.

• Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.

• Bind coverage, identify deficiencies, and determine appropriate level of coverage.

• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Associate's Degree, required

Bachelor's Degree, preferred

Five (5) or more years of Private Client/High Net Worth Individual experience, required

Experience working in at least two (2) of the following personal lines insurance markets, required: Chubb, Berkley One, Cincinnati Insurance, and Pure

Experience in EPIC and Salesforce, preferred

Valid Property & Casualty Insurance License, required

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Proficient in Microsoft Office Suite

Knowledge of wide array of private client customizable coverages

Excellent verbal and written communication skills

Good problem solving and time management skills

Good planning, organizational and prioritization skills

Strong interpersonal skills

Ability to build trust and de-escalate concerns

Ability to work within a team and to foster teamwork

Ability to maintain confidentiality

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