Regional Sales Executive - Southeast

August 27

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Distinguished Programs

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We're a National Program Administrator, serving brokers with specialized coverages.

Real Estate • Hospitality • Community Associations • Restaurants • Umbrella

201 - 500

Description

• Develop and execute a business plan that maximizes new business production • Focus will be balanced between creating new customer relationships as well as deepening relationships with existing customers • Identify retail agencies and brokers in designated territory who have as clients / prospects potential customers for our products • Meet with retail brokers face to face monthly • Make prospecting calls weekly to existing and potential brokers • Review, clear, and qualify all submissions received • Gather and document competitive intelligence on other markets and which brokers use those markets and why • Input all prospecting activity in customer relationship management (CRM) software • Participate in networking events in the insurance and client community

Requirements

• Working knowledge of retail agency and brokerage operations • Minimum 5 years insurance experience - proven ability to sell P&C insurance at a retail or wholesale level • Broker's license in Property and Casualty in state of domicile • Proficiency in understanding and keeping up to date personal sales ratios (with demonstrated insight on why the results are good, and where they can improve) • Thorough knowledge of all applicable coverage, policy language, and risk management concepts • Working knowledge of Salesforce (or similar CRM), Microsoft Sync, Windows, Outlook, Word, Excel, and enterprise software • Working knowledge of insurance pricing and rating concepts; claims operations; loss control operations, etc. • Bachelor's Degree preferred

Benefits

• Summer Fridays (Leave at 3:00PM all Fridays from Memorial Day to Labor Day) • Full healthcare coverage including Medical, Vision, and Dental • 401k with 4% company match • Immediately 100% vested • Life, disability and supplemental insurance • Growth and development opportunities • Wellness Benefits including an Employee Assistance Program, Telemedicine, and Peloton App Digital Membership for 1 year (or if you have Peloton equipment, receive a 4-month waiver) • Work/Life Balance with generous time off policy including PTO and paid holidays • Dependent Daycare flexible spending account • Paid parental (primary or secondary caregiver) leave • A commuter account • A sabbatical every 7 years