Commercial Insurance Sales Representative

Full-time Description

This is a full-time, direct placement role at Brooks Todd & McNeil.

We are seeking an experienced and dynamic Commercial Insurance Sales Representative to join our team. The ideal candidate will have a proven track record of success in the field of commercial insurance sales, with a minimum of 5 years of experience. This role requires a proactive individual with excellent communication and interpersonal skills, coupled with the ability to effectively cold call and generate leads.

As a Commercial Insurance Sales Representative, you will play a critical role in expanding our client base and driving revenue growth.

• Sales Strategy and Prospecting:
  • Utilize your extensive experience in commercial insurance sales to develop and execute a comprehensive sales strategy.
  • Identify and target potential clients through cold calling, networking events, referrals, and other strategic approaches.
  • Research and understand potential clients' business needs, industries, and risk profiles to tailor insurance solutions effectively.
• Client Relationship Management:
  • Build and nurture strong, lasting relationships with prospective and existing clients.
  • Serve as a trusted advisor by providing expert guidance on insurance products and coverage options.
  • Conduct thorough needs assessments to recommend appropriate insurance solutions that align with clients' business objectives.
• Sales Presentation and Negotiation:
  • Prepare and deliver persuasive sales presentations to potential clients, highlighting the benefits and value of our insurance products.
  • Address client inquiries and concerns while showcasing in-depth industry knowledge and understanding of insurance policies.
  • Skillfully negotiate terms and coverage to ensure mutually beneficial agreements between clients and the company.
• Lead Generation and Cold Calling:
  • Leverage your cold calling experience to generate a steady stream of qualified leads.
  • Implement effective cold calling techniques to initiate conversations and introduce insurance solutions to prospects.
  • Document all interactions, lead progress, and sales activities in the CRM system accurately.
• Collaboration and Reporting:
  • Collaborate with internal teams, including underwriters and claims specialists, to create customized insurance proposals that meet client needs.
  • Provide regular reports on sales activities, pipeline progress, and upcoming opportunities to sales management.
  • Participate in team meetings to share insights, best practices, and contribute to the continuous improvement of sales strategies.

• A minimum of 5 years of proven success in commercial insurance sales.
• Demonstrated experience in cold calling and lead generation.
• In-depth knowledge of various commercial insurance products, industry trends, and underwriting guidelines.
• Excellent communication, negotiation, and presentation skills.
• Strong interpersonal skills with the ability to build rapport and establish trust with clients.
• Results-driven mindset with a track record of meeting or exceeding sales targets.
• Proficiency in using CRM software and other sales tools.
• Relevant insurance licenses and certifications are a plus (CIC or CPCU preferred).

• 100% Medical for the Employee, small life insurance policy
• 401k with up to 2% match
• Producer Pension fully vested after 10 years
• Paid vacation time