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Commercial Insurance Advisor Salesforce G Suite Houston, TX ref
Location:
US-TX-Houston, TX - 77001
Jobcode:
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Commercial Insurance Advisor Salesforce G Suite Houston, TX ref

Skills: Commercial Insurance Sales, Communication Skills, G Suite, Salesforce

Job description Job insights Screening questions Candidate pipeline

Experience level: Junior Level ;less than 5 yrs exp. Experience required: 2 Years Education level: Bachelorís degree Job function: Business Development Industry: Insurance Compensation: View salary Total position: 5 Relocation assistance: No Visa : Only US citizens and Greencard holders

OVERVIEW:


JOB SUMMARY:

The Commercial Insurance Advisor focuses on educating clients on risk and insurance products, submitting and brokering business, presenting and closing opportunities and servicing accounts. You will receive a competitive base salary and have the chance to earn performance bonuses based on your individual and team performance. This role is fast-paced and an ideal fit for goal-oriented, hardworking individuals looking to make a difference. KPIs/Metrics are transparently shared daily during departmental update meetings and displayed reader boards.

ESSENTIAL JOB FUNCTIONS:

Meets personal and team sales targets as established, focusing on small to midsize accounts which are stable in nature within identified markets

Contacts assigned prospects to sell multiple product units by nature of clients

Reviews clientís business and financial data to ascertain whether products meet the clientís needs and circumstances

Negotiate terms with internal and external underwriting staff

QUALIFICATIONS:

Education/Experience:

Bachelorís degree in business or relevant area of study is preferred

Valid Property and Casualty License preferred

Experience working in a highly regulated industry

Insurance sales, prospecting and relationship management experience

Technical:

Basic computer literacy, G suite preferred and Salesforce a plus.

Strong ability to communicate via email and phone.

Professional:

Ability to build strong relationships, initiate action and adjust to change are key attributes to this role

Demonstrated strong verbal, written and interpersonal communication skills

Creative problem solver with strong analytical skills; self-motivated; excellent communication skills

Ability to take the initiative to gather and use customer feedback to identify both needs and opportunities

jonathan thompson
esr
confidential
San Diego, CA 92126

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