Commercial Insurance Sales Representative
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-02-19
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Sales
Insurance Sales -
Insurance
Insurance Sales
PMC Advantage Insurance Services has an opening for a Commercial Insurance Sales Representative/Business Development Executive. This role is responsible for sales, customer retention and helping grow the organization through various marketing techniques. Business Development Executives are responsible for representing the Company in a professional manner that reflects positively on the Company’s corporate values.
Business Development Executive I- Proven track record of meeting and exceeding production goals and objectives as established.
- Pursues expert knowledge of Company's insurance principles, practices, and products.
- Works to validate production by meeting new business sales goal.
- Works with support from manager and Sr. team members.
- Generate sales and cross-selling opportunities with commercial accounts.
- Prospect and generate new business through leads and referrals.
- Conduct policy reviews and update policies.
- Provide quality customer service that ensures file quality, timely coverage and needs analysis with detailed documentation supporting conversations and decisions.
- Attend meetings and conventions as determined by manager.
- Inspect property, examining its general condition, prequalify new business risks, and communicate with and provide information to carrier personnel for proper risk assessment and placement.
- Obtain and provide information when claims are filed and monitor the claims to ensure they are settled equitably for the client and the insurer.
- Achieve or exceed set production goals.
- Portray a professional image through proper appearance and actions.
- Drive a vehicle for extended periods as the main method of transportation in the assigned territory.
Skills and Abilities
- Thorough knowledge of principles and practices of insurance and sales.
- Ability to build relationships and persuade and influence others.
- Recognize questionable coverage or contract situations which may necessitate management involvement.
- Ability to deal with confidential information.
- Follow oral and written directions.
- Determine when and how to elevate concerns to the appropriate level of management.
- Contribute effectively to the accomplishment of team or work unit goals, objectives and activities.
- Establish and maintain effective working relationships with those contacted in the course of work.
- Correct English usage, spelling, grammar, vocabulary and punctuation.
- Analyze complex issues and make critical decisions.
- Read, interpret and input data efficiently and accurately.
- Communicate effectively with others (oral and written).
- Provide effective member service.
- Organize and prioritize work.
- Work independently and use initiative.
- Handle multiple tasks at once.
- Meet definite deadlines and deal with pressure situations.
- Utilize computer and related software effectively.
- Must possess high level of self-discipline, energy, initiative, empathy, and persuasive drive.
- Work will involve travel to attend meetings or service customers at other locations for 50 percent or more of the time.
- High School Diploma or equivalent and 3 years of related experience; or
- Associate’s Degree or equivalent and 1 year of related experience; or
- Bachelor’s Degree
- Must possess and maintain a valid driver’s license
- Must possess Property & Casualty and Life & Health licenses or obtain within 60 days of hire
All levels
One of the following insurance related certifications or similar:
Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), or Certified Insurance Counselor (CIC)
- Primary work environment will involve meeting customers and prospects in their place of business/practice or their homes
- Some work will be performed in hotel rooms and your own home
- Significant travel, often overnight will be required
In addition to a competitive salary, eligible employees may receive an annual discretionary bonus and access to our benefits package including:
- Health, Dental, Vision & Life coverage
- 401(k) with Company Match
- Paid Time Off
- 8 Paid Holidays
- Volunteer Time Off
- Paid Parental Leave
- Hybrid/Remote Work Options
- Employee Assistance Program
- Tuition Reimbursement
Pharmacists Mutual Insurance Group is an Equal Opportunity Employer.
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