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New Business Consultant II GHS & SDL

Department: GHS

Summary: The New Business Consultant II position is primarily responsible for making a valuable contribution to the Company’s sales, team performance and marketing objectives in both SDL & GHS Departments. Key responsibilities include new business sales & team performance development, generating lists of new and/or potential prospects, quoting/developing proposals, customer relationship management, contributing to marketing/lead generation in both SDL & GHS Sales Team Department.

Reports To: Managing Director

Key Responsibilities:

RESULTS

Sales and Team Performance
  • Achieves goals and objectives set for customer retention, close ratios and new business volume in both SDL & GHS
  • Achieves goals and objectives set for gross margins and the profitability of new business in both SDL & GHS
  • Provides leadership and support to other junior sales reps
  • Provides direction to service reps, when appropriate
  • Responsible for knowing the Sales Expense policies (i.e license and certifications, training, continuing education, networking, conferences, client entertainment and meal expenses, travel…etc.) for both SDL & GHS Departments through communication with managing directors.
Customer & Prospective Contacts
  • Achieves goals and objectives set for number, type and frequency of customer contacts
  • Maintains an accurate record of customer contacts in CRM system, including valuable notes to assist our sales process, service & renewals
  • Generates accurate expense reports and generates lists of new and/or potential prospects contacts in their territory in both SDL & GHS along with the statuses of the sales process.
Quoting / Proposals
  • Delivers accurate monthly and quarterly projections for anticipated new business volume
  • Responds promptly to all quote opportunities and requests from customers and prospects
  • Consistently follows up on quotes and gathers valuable information on upcoming work and Company’s competitive position
Customer Relationship Management
  • Effectively addresses customer questions and concerns, documents the conversations and takes appropriate action to overcome issues
  • Provides support for team projects and uses analysis to discover the cause and effect of specific problems as requested by management
  • Uses technical expertise to assist customers with meeting their budget and coverage needs at the initial submission and/or at renewal with customer calls or on-site customer meetings
  • Leads customer presentations and participates in customer calls or on-site customer visits
Marketing / Lead Generation
  • Contributes to Company promotional and marketing activities to generate leads for our sales process
  • Works with Sales Manager to implement lead generation with social media, hoot suite, Linked In and other programs available through the agency

CORE VALUES

Team Work
  • Works well with others to solve problems and reliably supports the people on their team
  • Contributes to an environment of free flowing communication that helps us to collaborate
  • Demonstrates personal accountability to co-workers by fulfilling their role on the team
Integrity
  • Honors commitments and accepts responsibility for their actions
  • Does the right thing, regardless of the situation or external pressures
  • Works hard to support their team members’ ability to have a healthy work/life balance
Capable
  • Provides great service that creates customer satisfaction, referrals and long-term customer relationships
  • Completes work in a responsive manner to ensure our customers receive reliable and dependable services
  • Takes pride in their work and holds themselves to a very high standard of performance
Friendly
  • Provides warm, personalized service and makes clients feel like we are a part of their team
  • Consistently makes a little extra time to be friendly, get to know our clients and make every client feel important
  • Considers what might be important to each client, anticipates needs and then acts proactively
Creative
  • Sticks with difficult problems and keeps at them until they are solved
  • Shows a strong desire to learn new things and improve their professional skill set
  • Approaches their work with each client with an open mind, listens well and values other opinions

REQUIREMENTS

Educational and experience requirements include:
  • Bachelor’s degree business, marketing or in a relevant field or an equivalent amount of training
  • Relevant experience in a sales or customer service role, preferably in a related industry
  • Strong business development skills
  • Proven ability to profitably and accurately develop quotes/proposals for new opportunities
  • Above average written and oral communication skills to interact with customers, prospects and our internal team
  • Proven project and customer relationship management skills
  • Proven marketing skills and a demonstrated ability to generate sales leads
  • Must have current & active resident state & non-resident insurance licenses