Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
Responsibilities
Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC's), other Relation colleagues and Relation marketing sources.
Documents new business activity in Relation's sales tracking system.
Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation's sales tracking system.
Develops and presents recommendations to clients based on consultative selling approach.
Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams.
Seamlessly transitions sold clients to the designated client service/account management team.
Serves as client's valued advisor, building a strategic and personal relationship with key client decision makers.
Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
Has a keen sense of humor, a competitive drive and winning spirit.
Performs other duties and special projects as assigned.
WHAT YOU NEED TO BRING TO THE TABLE
Property and Casualty Insurance License is required and must be maintained.
College degree or minimum 2 years' sales experience in the insurance industry is preferred.
Experience working with complex commercial coverage.
Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
Ability to prioritize and handle multiple tasks in a demanding work environment.
Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
WHAT WE WILL BRING TO THE TABLE
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
Paid training and continuing education to obtain/maintain your insurance license.
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Note: The above is not all encompassing of the full position description.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and ot
Relationinsurance · Charlotte, NC