Sales Consultant- Mergers & Acquisitions Services

SUMMARY

Acts in a servicing broker capacity on self-produced and existing accounts, including servicing and/or solicitation activities.  Manages book of business and directs work of service team. Expert in broad scope of coverage lines, with industry sector specialization where applicable.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Manages all client required services and maintains client relationships; 

•    Acts as the lead representative to an assigned book-of-business;

•    Prepares and presents to client renewal analysis;

•    Sells renewal business to existing clients and where applicable, sells additional lines of coverage;

•    Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;

•    Provides analysis and recommendations concerning client's existing coverages;

•    Negotiates with carriers for coverage and premium considerations and any other available services;

•    Receives and responds to client inquiries including coverage, risk management and claims questions and issues;

•    Reviews client coverage contracts and amendments for accuracy;

•    Serves as technical expert, assisting department members to resolve complex issues;

•    Attends and actively participates in regular sales meetings;

•    Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;

•    Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals;

•    Ensures that work assignments delegated to staff are aligned with unit goals and objectives; 

•    Selects candidates, conducts interviews and recommends candidate hires;

•    Manages staff including; motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate;

•    Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience  

Ten (10) or more years related work experience  

Valid insurance license; requires in depth knowledge of underwriting principles and market conditions

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills 

Excellent problem solving and time management skills

Ability to lead a team and to foster teamwork 

Excellent planning, organizational and prioritization skills

Proficient in Microsoft Office Suite

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