Location
Bethlehem, PA | United States
Job description
Exciting new opportunity for an experienced sales focused professional looking to be a true brand ambassador for our firm. BSI Corporate Benefits is seeking a Producer to prospect, develop and build a sales pipeline and to successfully close new client engagements in the Philadelphia market. In this position you will manage the sales pipeline from initial contact to final close. Develop key relationships at the executive level and with referral partners. This is a hybrid position allowing flexibility for a combination of in-office and at-home work. Come be a part of our success story and continued growth!
As a Producer you will have a unique opportunity to make a significant impact to the success of BSI and through the following core job responsibilities:
- Achieve objectives established in annual producer sales plan including closing business to achieve annual sales quota.
- Prospect for new business from existing clients and identified target groups.
- Develop and maintain a prospect pipeline using sound prospecting tools and methods.
- Market and build brand awareness in territory.
- Contact prospects for the purpose of providing a quote and making sales appointments.
- Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
- Collect detailed risk and underwriting information including survey data and loss history.
- Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
- Work with service person or marketer to complete company submissions and selection of potential markets.
- Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
- Stay informed of all claims or service issues and become involved in resolution when required.
- Participate in renewals, when appropriate, by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions.
- Manage the sales process from Top of Funnel through Analysis and Proposal and to final close.
- Manage the quoting and proposal process between prospect and BSI carrier markets and vendors as required to develop all final proposals needed for close.
- Maintain records in salesforce.com to enable higher success of marketing and outreach efforts.
- Work closely with account teams to effectively on-board and manage new clients through at least the first renewal cycle.
- Maintain production reports and attend all sales meetings as required.
- Promote agency and insurance industry in the community.
- Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
- Maintain technical insurance skills and product knowledge, satisfy continuing education and licensing requirements and position yourself professionally to be the most effective Producer.
- Perform other specific duties and projects as assigned by agency management.
Qualified Candidates Should Possess:
- A bachelor's degree in business, communications, general studies or similar area.
- Successful sales and or management record either in insurance industry or other industry helpful
- Proficiency using a CRM such as Salesforce for pipeline marketing, tracking and reporting is preferred.
- Comprehensive understanding of insurance rating processes for fully-insured, experience rates and self-funded plans.
- A high energy level and the ability to work under significant pressure with frequent interruptions.
- Organizational skills and the ability to prioritize.
- Superior written and verbal communication skills.
- Ability to become proficient in Agency Management Software - Zywave BrokerageBuilder.
- Proficiency with software programs, such as, PowerPoint , Outlook, Word, and Excel.
- Insurance licenses (Life, Accidental & Health) required.
BSI engages in an employee-first approach as part of our team-oriented and supportive culture.
We offer a variety of benefits and perks, including:
- Comprehensive medical, dental, and vision benefits
- Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided
- Telemedicine and employee wellness program
- 401k plan with generous company contribution
- Profit sharing plan
- Tuition assistance and student loan repayment benefits
- Generous PTO plan and paid holidays (including your birthday!)
- Hybrid work model
- Free coffee/tea at the local coffee shop located by our office
- Healthy snacks in office
- Summer Flex Fridays
- Fun, team-spirited work environment with company events, cultural activities, and team bonding
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