5 days ago
• Serving as the face of SVMIC in the dedicated territory while initiating and cultivating prospects and key relationships essential to growing SVMIC’s policyholder base as well as servicing and retaining existing policyholders. • Manage and maintain accounts in CRM. • Responsible for growth and retention goals for their assigned territory. • Prepare quotes and proposals and develop and deliver effective presentations to individuals and groups of varying sizes. • Utilize all resources within the organization to demonstrate SVMIC’s value proposition to prospective policyholders. • Solicit referrals for new business through various mediums including calls, visits, referrals, social media, technology, etc. • Meet or exceed established monthly minimum goals for number of calls, meetings, and sales goals, moving the pipeline in CRM. • Prepare and deliver renewals. • Work with marketing to determine appropriate conferences and seminars to attend and appropriate marketing campaigns in assigned territory. • Coordinate and convey needs and requests of policyholders with various SVMIC departments based on request. • Partner with Underwriting on renewal data formulation. • Attend Underwriting Committee meetings as required. • Participate in professional development activities and maintain professional affiliations, attending and actively participating in state and society meetings as required. • Effectively represent SVMIC at conferences and seminars as required. • Participate in cross-functional teams. • Contribute to SVMIC’s success by identifying opportunities and making recommendations that may lead to improved processes.
• Associate Degree or equivalent combination of education and relevant experience. • Bachelor’s Degree or equivalent combination of education and relevant experience. • Minimum 5 years of sales, customer service/account management experience. • General or professional medical liability insurance customer service/account management experience preferred. • A thorough understanding of MPL insurance industry terminology is required. • Certified Medical Practice Executive (CMPE)/Associate in General Insurance a plus. • Appropriate licensure in assigned jurisdictions maintained in good standing. • Valid Driver’s License required (unrestricted status).
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