Must have current insurance experience and hold a P&C license.

Job Summary:

Exercise independent judgement and discretion when performing the associated responsibilities.

• Responsible for managing new business through the Bold Penguin Storefront
• Ownership of all new business portfolios
• Manage and service accounts from quote to bind and renewal
• Recommend appropriate coverage, and identify risks, on analysis of prospect’s circumstances
• Collect and submit all necessary information to market new business
• Prepare proposals for inbound business from existing Producers
• Work collaboratively with other Account Executives and Producers

Essential Functions:

• Extensive daily client contact fostering an excellent relationship
• Participate collaboratively at staff/department meetings
• Review policies/quotes for accuracy and adequacy of coverage
• Formulate and review proposals for presentation
• Attend client and prospect meetings
• Coordinate pre-renewal and strategy meetings
• Review audits and endorsements for accuracy
• Prepare professional submissions for the marketplace
• Develop and increase sales revenue to meet assigned targets/goals

Duties and Responsibilities:

Other duties may be assigned as required by business needs.

• Authorize the release of quotations, proposals, certificates, and applications
• Review and audit policies to ensure that they are compliant, and coverage is confirmed per the proposal
• Keep informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance

Education and/or Experience:

• 4 year degree College Education preferred with a minimum of 5 years’ experience within the insurance or related industry
• Property & Casualty broker’s license or ability to obtain license within 6 months of hire

Knowledge, Skills and Abilities:

• Proficiency in Excel, Outlook, PowerPoint, Word, EPIC and Salesforce
• Familiarity with carrier websites including but not limited to; PIE Insurance, CHUBB, AMTrust, CAN, Markel, Travelers, Hiscox, Liberty, Nationwide
• Ability to multitask
• Works independently or in a team environment
• Organized and detail oriented
• Keen negotiation skills
• Excellent time management skills
• Interact with others effectively utilizing oral and written communication skills, cooperating purposefully while providing information and guidance as needed to achieve the business goals of SterlingRisk
• Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management; and cross-selling
• Ability to work well under pressure with strict deadlines

Working Conditions and Physical Effort:

• Ability to work well under pressure with strict deadlines
• Limited to Moderate physical effort required
• Limited to Moderate exposure to physical risk

Supervisory Responsibility:

• No supervisory responsibilities