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Commercial Lines Insurance Broker

Pepper, Johnstone & Company

Athens, AL

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JOB DETAILS
SKILLS
Brokerage, Business Services, Certified Financial Planner (CFP), Corporate Compliance, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Detail Oriented, Distribution Channel, Epic Systems, Establish Priorities, Financial Services, Health Informatics, Insurance, Insurance Sales, Insurance Underwriting, Maintain Compliance, Meet Sales Quota, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Windows Desktop, Microsoft Word, Multitasking, Organizational Development/Management, Organizational Skills, Process Development, Process Improvement, Property and Casualty Insurance, Revenue/Sales Reporting, Risk Management, Sales, Sales Management, Sales Presentation, Sales Prospecting, Set Goals, Team Player, Time Management, Training/Teaching
LOCATION
Athens, AL
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development

ROLES & RESPONSIBILITIES


 
Position:    Commercial Lines Producer/Broker


 
Company Overview: 


Pepper, Johnstone & Company, Inc. (“PJC”) is an award-winning independent P&C insurance and financial services brokerage located in Athens, Alabama.  PJC was established in 1971 as an independent brokerage and is committed to the independent distribution channel.  Although domiciled in Alabama, PJC also serves client throughout the southeastern and western United States.  PJC continues to be one of the most successful and well respected firms in North Alabama and is strategically positioned for greater organizational growth.  Insurance and risk management is a noble and rewarding profession, as producers/brokers play a critical role in protecting the assets of businesses and families alike. This is an exciting time in our firm’s history and if you are a self-motivated, results-driven individual that enjoys setting and achieving individual, team and organizational goals, this may be the place for you. 


  
Position Details:


  1. Job Duration:   Fulltime
  2. Compensation:   Salary plus bonus/commission.  Salary commensurate with experience.  Position will eventually be 100% commission based.
  3. Relocation Assistance:    Not available
  4. Insurance Discipline:   Property & Casualty and Life & Health
 
Overall Purpose:


The primary responsibilities of this position are the continuous solicitation and sale of new business and the development of additional revenue from existing clients.  The individual who fills this position is the Commercial Lines link between the Company, clients/prospects and the multiple insurance carriers represented by the Company.  A consistently professional, sales oriented mindset along with a positive, “can-do” demeanor are paramount.   


 
Standards of Performance:


  1. Actively supports and incorporates company mission and core values into daily activities.
  2. Achieve sales, account development and client retention targets as set out in annual and semi annual plans.
  3. Consistently demonstrates professionalism and exceptional client-centric sales skills both internally and externally.
  4. Maintains a positive and respectful demeanor.
  5. Works as a team member to achieve department goals and overall Company objectives.
  6. Reports to work on time prepared to perform duties of position at a consistently high level.
  7. Maintains confidentiality of all information related to clients, employees, carriers, alliance partners and the Company.
  8. Demonstrates a willingness to do whatever is required for betterment of the organization.
 
Essential Duties:


  1. Develop and implement an annual sales plan, which strategically identifies and qualifies new business prospects and clients to be solicited.
  2. Spend the majority of time in front of prospects and clients selling new business products and services that are appropriate.
  3. Identify and develop a thorough understanding of prospect and client operations and exposures necessary to identify their specific insurance and risk management service needs.
  4. Ensure the identification of all expertise required to address prospect/client exposures to loss and arrange for proper representation during prospect solicitation and client service meetings.
  5. Ensure the design of insurance and risk management service programs to meet the needs of prospects and clients to earn their trust and become a trusted advisor.
  6. Prepare and ensure the professional quality of insurance underwriting submissions, prospect and client proposals and presentations, sales reports, professional communications (i.e., letters, memos, emails, etc.)
  7. Ensure timely annual review of existing client insurance and risk management service programs to ensure that any need for change or improvement is promptly recognized and met.
  8. Establish the payment arrangement for each client and collect premiums in accordance with the Company’s collection policy.
  9. Provide continuous professional advice, guidance, and suggestions for improving the risk management programs of Company clients and prospects. 
  10. Participate in the overall Company effort to develop and maintain strong carrier relationships through positive professional contacts with carrier representatives.
  11. Assist in the securing and negotiation of quotations and the placement of coverage with appropriate insurance carriers.
  12. Achieve annual sales goals and provide regular feedback to manager on progress toward those goals.
  13. Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with prospective clients.
  14. Achieve educational and professional development goals established by Company management.
  15. Work on special projects that may be assigned by management as necessary.
  16. Consistently maintain a professional demeanor and actively support and promote a positive public image for the Company.
  17. Ensure compliance with all Company client service standards by all involved colleagues.
  18. Travel out of town as needed.
 
Office Equipment / Software Used:


  1. Microsoft Windows desktop computer – must be proficient in MS Word, Excel, Power Point, Outlook, and other MS Office applications.
  2. Inter-office network; Internet access; e-mail – internally, with carriers, and with prospects/clients/others.
  3. Agency Management System (Applied Epic) and related programs.
  4. Comparative rating software.
  5. MVR, insurance score, Clue report software/website.
  6. Telephone, fax, copier, printer, document scanner.
 
Qualifications: 


  1. B.A./B.S. degree from an accredited 4-year college or university (preferred).
  2. Minimum of 5 years commercial lines experience in insurance industry (preferred); experience in independent P&C insurance brokerage preferred.
  3. Must have an active P&C insurance license (required).
  4. Candidates with CIC, CPCU, CRM, CFP or similar designations are preferred.
  5. Knowledge of insurance industry and specific working knowledge of commercial lines insurance (required).
  6. Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success.
  7. Ability to prioritize multiple tasks in a fast-paced sales environment is crucial.
  8. Must be detail oriented, thorough, organized and efficient in executing tasks.
  9. Excellent communicative skills, both orally and in writing are essential.
  10. Takes the initiative to solve internal and external client problems.
  11. Must possess a positive, motivated attitude; results driven personality.
  12. Anticipates and prioritizes responsibilities to meet critical deadlines.
  13. Adapts quickly to change in systems, policies and procedures.
  14. Continues to find ways to improve and streamline business processes and workflows.
  15. Strong Word, Excel and PowerPoint skills.
  16. Consistently looks for new challenges and opportunities to add value to both clients and organization.
 
Submissions: 


Qualified candidates are requested to send both a cover letter and current resume to careers@pjcoinsurance.com.  Submissions will be reviewed and a member of our staff will contact qualified candidates for an initial phone interview.  PHONE INQUIRIES ARE NOT ACCEPTED.

About the Company

P

Pepper, Johnstone & Company