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- Seattle, WA
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CORESTAFF Services • Seattle, WA
Posted 15 days ago
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This position is responsible for commercial, tribal, personal or employee benefit account sales, prospecting, working with the client/prospect on the financial and contractual features of their insurance plans, and is responsible for coordinating with the Account Manager as necessary. Approximately 60% of this individual’s job function will require them to be out of the office.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Create a market plan with direction and assistance from Agency management.
Continually identify and locate prospects based upon the market plan.
Contact prospects by personal visits, over the telephone, and by direct mail
Determine expiration dates plus present scope of insurance coverage.
Determine the prospect's needs and wants.
Qualify a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability).
Create Prospecting Reports, as requested by Sales Manager/PCL.
Provide Clients/Prospects with a complete risk review
Defines exposure analysis
Financial review as permitted by client/prospect
Current policy analysis
Present proposals ensuring company minimum limits are maintained and follows-up with client/prospect
Gather all information necessary for complete submissions to Carriers
Consistently have insured sign applications and collects deposits as appropriate
Review up-coming expiration list and notifies AM of appropriate renewal directions
Review expirations and attends monthly renewal meeting with client, collecting necessary information and reviewing ICR
Review endorsement, claim, audit and cancellation notices when sent by AM. Notifies AM of action desired in a timely fashion
Responsible for Late Audit amounts for his/her accounts (must pursue or return to carrier for agency credit)
Assist AM and others with contacting clients as requested
Responsible for timely completion of the ICR and coverage adequacy of all written accounts
Comply with carrier binding authority
Responsible for using time effectively towards obtaining production goals (This will include numerous evenings and “off hours’ when prospecting is most effective - Flexibility in hours is understood)
Manage & maintains individual Washington Insurance License by attending appropriate CE classes
Enroll in technical and sales training studies on an “on-going” basis.
Keep abreast of developments in the marketplace, including product line offerings, and changing insurance consumer trends and needs
Other duties as assigned
Good verbal and written communications skills, with the ability to show creativity in presentations.
Strong interpersonal skills
High level of reliability and dependability to rise to whatever the occasion
Able to deal with tasks in an organized and prioritized manner
Ability to effectively communicate with carriers, clients, and internal staff
REQUIRED EDUCATION AND EXPERIENCE
Two (2) years of successful sales experience
Valid Washington State Driver’s License
College Degree (preferred)
Current Washington State Insurance License and appropriate Non-Resident Licenses preferred (individual will need to obtain within 3 months of employment)
Working knowledge of MS Office (Word, Excel, Outlook)
Prior successful sales experience in Personal, Commercial
Tribal, and/or Employee Benefits Insurance Industry (preferred)
PHYSICAL REQUIREMENTS NECESSARY ON A REGULAR BASIS
This person must communicate clearly using the English language to accurately convey information.
Speech and hearing sufficient for in-person and telephone communication on a constant basis 7-8 hours per day
Vision sufficient for use of a computer monitor, reading documents and driving a motor vehicle
Ability to sit at a desk on a constant basis approximately 2-3 hours per day
Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis 2-4 hours per day
Corestaff Services is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. Corestaff Services is not associated with Core Staffing Services, Inc. which operates in the New York metro area.