Job details
Job type full-time
Benefits pulled from the full job description
401(k) dental insurance health insurance paid time off vision insurance
Full job description
Join triumph insurance group! at triumph insurance group, we believe our team members make a differenceThey make a difference in the lives of their customers, their communities and with our organization as a wholeThat`s why we look for team members with an entrepreneurial spirit and a passion to build successful partnership with our clients and the insurance companies we representBecause at the end of the day our goal is to help out partners business run betterWe thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goalsPosition summary the insurance sales producer will be primarily responsible for prospecting, networking, and producing new property and casualty business insurance policies and accounts as well as the renewal retention of existing accountsThese duties include but are not limited to:
Prospect for business in conjunction with triumph’s other enterprise divisions, your local networks, connections, communities
Marketing of insurance risks to companies in accordance with the practices, policies, and procedures of the company
Conduct sales, service, and solicitation of all forms of insurance business
Maximize growth and client retention through superior customer service
Develop accounts and cross sell available products and services
Generate and pursue new client opportunities
Present triumph insurance group services and solutions at prospect meetings
Bring new business prospects to closure
Retain clients by maintaining solid business-to-business relationships
Essential duties & responsibilities
Develop and maintain active expiration lists through internal and external sources
Provide immediate follow up on client referrals
Make prospecting calls to identify business needs and propose company products and services
Obtain new accounts by actively pursuing prospects and creating interest through telephone calls and making personal visits
Provide professional risk management advice to prospects and clients.
Obtain information for quotations and market account to various insurance carriers with assistance of support staff
Work with account managers to prepare proposals and present to prospects
Make arrangements with clients to insure premium payment on a timely basis and be responsible for collection
Stay abreast of trends in the insurance industry and pursue continuing education
Make follow up calls on insureds to insure client satisfaction with insurance program and insurance needs
Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals
Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies
Act as an account liaison for the sales & marketing assistants in dealing with other departments within triumph insurance group for the quoting of specialized lines of coverage
Work with the account managers to complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed
Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating, and pricing accuracy
Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and negotiations
Maintain superior knowledge of market underwriting appetite, line of business trends, insurance company changes, rating technique, and coverage development
Accurately maintain prospects, new, and renewal business in the agency management system and crm database to allow for proper analysis of trends when gaining or losing business; work with executive management to continually analyze and strengthen areas of opportunity
Other duties may be assigned to meet business need
Experience and education experience:
Minimum of 3 – 5 years of recent b2b trucking/transportation sales experience calling on senior executives
Experience cold calling and getting first appointments
Demonstrated success in overall customer service
Experience with a crm database, specifically salesforce, is highly preferred
Education / certification
Bachelor’s degree in business administration, management, or marketing preferred
Appropriate insurance agent’s license required
Professional designation (cpcu/cic/acsr/cisr) preferred
Willingness to continue education is essential
Skills & abilities required technical: intermediate to advanced-level proficiency with microsoft office products: excel, word, outlook, and powerpointSalesforce and ams360 software proficiency preferred, but not required.
Proven track record of success in high activity sales model with clear examples of results
High level of organization ability
Effective, professional verbal and technical written communication skills
Must be an effective networker
Ability to work with internal and external clients at all levels
Must have the desire for success and willingness to learn
Must be a good listener and have a strong work ethic
Must be confident and be able to work in a fast paced environment
High degree of self-discipline and motivation
Must have a the ability to take on and overcome challenges
Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
Solution driven problem solving skills
Proven analytical skills
Must be detail-oriented, with the ability to plan, manage and oversee a book of business
Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and complete projects on time and on budget
Ability to understand and manage complex projects, multiple agents, while working under tight schedules and deadlines
Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships
A self-starter with an entrepreneurial approach and hands-on experience
Bilingual - spanish/english – a plus, but not required
We offer medical, dental, vision, paid time off, 401k and much moreGo onDo itApply today!
Hiring insights
Job activity
Posted 15 days ago
