Commercial Insurance Advisor
Bickle Insurance Services, LLC•Columbus, OH, US
Posted ago
Description

Looking for a driven individual with excellent communication skills and a deep understanding of our insurance offerings. The perfect candidate will focus on sales, acquiring new business clients, nurturing existing relationships, and ensuring the satisfaction of our commercial customer base.

Responsibilities
  • Develop and execute strategies to meet the sales targets outlined in the annual producer sales plan.
  • Identify and pursue new business opportunities among current clients and specific market sectors.
  • Contact potential clients to provide estimates and arrange sales appointments.
  • Evaluate clients' insurance requirements, review existing policies, and conduct Risk Management Reviews.
  • Collect comprehensive underwriting data, including survey information and loss histories.
  • Prepare and present thorough insurance proposals outlining coverages, limits, and deductibles.
  • Work closely with service staff to submit applications and choose suitable markets.
  • Hold meetings with clients and prospects to review proposals, renewals, and address any queries.
  • Introduce clients to service staff for ongoing assistance and direct service-related calls accordingly.
  • Keep informed of any claims or service issues and assist in resolving them as needed.
  • Support the renewal process by checking expirations, gathering necessary data, and preparing renewal submissions.
  • Maintain precise production reports and actively participate in sales meetings.
  • Promote the agency and the insurance industry within the local community.
  • Stay up-to-date on industry developments by reviewing trade publications and attending carrier training sessions.
  • Undertake any additional tasks or projects assigned by agency management.
Qualifications
  • The candidate must have a successful sales background, particularly in effectively closing sales deals.
  • Possession of an Ohio Property & Casualty license is mandatory, or the willingness to obtain one if not currently licensed.
  • A minimum of three years of sales experience is required for this role.
  • Holding a valid driver's license and having a properly insured vehicle for client meetings is essential.
  • Ability to thrive in a fast-paced environment and adjust to unexpected interruptions is necessary.
  • Capable of sitting for extended periods of time.
  • Maintaining a professional appearance is expected in this client-facing position, including wearing appropriate business attire.
  • Willingness to travel to local client and carrier locations during the workday, with occasional out-of-town travel.
Compensation
$60,000 - $100,000 yearly
About Bickle Insurance Services, LLC
  • Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirements
  • We offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401(k), Life and Disability Insurance, and health benefits (for eligible employees)
  • Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle Insurance
  • We always work as a team and have active coaches to support and develop your role
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