Personal Insurance Client Executive

at  M3 Insurance Solutions Inc

New Business Sales

• Identify and develop new business leads through a variety of sources including:
• Commercial, Employee Benefits, and M3 Financial AEs
• Asking for referrals from clients
• Developing a marketing plan
• Prequalify insurance prospects for insurability and quality of risk.
• Analyze clients’ personal lines coverage needs, design insurance plans and recommend coverages to clients.
• Complete applications; obtain signatures and related documentation for submission to appropriate insurance markets.
• Educate clients concerning agency payment expectations and cancellation procedures.
• Explain purchased coverages to clients.
• Actively solicit increases in coverage or rounding out of accounts through sales to clients as appropriate.

Retention and Continuous Marketing

• Maintain accurate account level information in agency management system (Epic).
• Work with clients to ensure limit and coverage adequacy; build long-lasting relationships.
• Work with Personal Insurance & Wealth Preservation Account Managers with client retention and marketing efforts.

Personal & Organizational Development

• Participate in sales meetings.
• Effectively manage workload, appointments and monthly sales goals in an organized fashion.
• Understand agency policy and procedures and customer service standards.
• Maintain positive relationships with other M3 employees and insurance companies

EXPERIENCE

Required

• Bachelor’s degree from four-year college or university; or minimum of 4 years insurance agency or company experience specializing in relevant insurance discipline; or minimum of 4 years equivalent combination of education and experience, preferably in sales

Preferred

• Advanced degree or insurance designation a plus
• Strong product and carrier experience desired
• Previous relevant professional experience desired

Please refer the Job description for details