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Meet established sales goals to increase agency revenue through organic growth of personal and property & casualty insurance within assigned region. Perform activities and functions that acquire new customers and cross‑sell additional traditional auto, home and small business property & casualty insurance products and/or services to existing customers. Establish and maintain effective relationships with banking and insurance partners; collaborate to identify opportunities beneficial to all.
Establish and maintain successful relationships with Premier Client Group customers.
- Bachelor's Degree or equivalent work experience
- Minimum Five (5) years of sales experience preferred or equivalent education and experience
- Two (2) years of experience in the Personal Lines and Small Commercial Property & Casualty Insurance industry preferred
- Understanding/knowledge of business development in a retail environment; ability to identify new leads and distribution methods; ability to perform effectively in a sales environment and understand sales demands and responsibilities
- Possess exemplary verbal and listening skills and demonstrate a high level of professionalism; ability to effectively interact with diverse individuals
- Ability to meet or exceed sales goals; must possess sharp sales skills, follow‑through, and ability to close sales
- Effective collaboration abilities to build and foster positive relationships at all levels within the agency, with banking partners, carrier representatives, and customers
- Proficient in Microsoft Office technology knowledge and skills
- Ability to gain a strong knowledge of core carriers' products and services; ability to perform needs assessment to identify customers' risks and exposures
- Ability to effectively multitask and problem solve; ability to organize and prioritize work, have attention to detail and focus on quality
Valid NYS Property and Casualty license or attainment of license within 90 days of hire.
Valid driver's license.
Extensive travel required.
- 30% Conduct sales activities aligned with our marketing strategy that meets or exceeds agency revenue targets. Collaborate with support staff to ensure documentation is complete and to allow for efficient quoting and coverage placement with carriers.
- 25% Regularly meet with banking partners to foster positive relationships and for identifying insurance and banking opportunities. Facilitate improvements that enhance the banking partner's experience. Collaborate with Account and Sales Executives to identify cross‑sell opportunities with their customers and to gain introductions.
- 25% Support Premier Client group customers by identifying coverage risks and solutions and by serving as their advocate. Collaborate with personnel involved in providing general servicing to ensure customer expectations are met or exceeded.
- 15% Participate in regularly‑held meetings with insurance carrier representatives to foster strong relationships, to identify our performance standings, and to learn of new carrier initiatives and/or products.
- 5% Other duties as assigned.
- Communicate effectively with internal and/or external customers
- Stationary 50% of time
- Move about within or between locations
- Bend, Twist, Crouch, Squat
- Move Objects to Maximum 10 lbs
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
WellbeingAt NBT, we value and support your wellbeing by offering generous time‑off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community InvolvementNBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
CultureNBT believes in creating a workplace where every voice matters and every team…
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