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Personal Lines Rep – New Business Consultant

Department: SDL

Summary: The New Business Consultant I position is responsible for making a valuable contribution to the Company’s sales and marketing objectives. Key responsibilities include new business development, customer contacts, quoting/developing proposals, customer relationship management, contributing to marketing/lead generation and assisting with project management.

Reports To: Sales Manager

Key Responsibilities:

RESULTS

Sales Goal Performance
  • Achieves goals and objectives set for customer retention, close rates and new business volume
  • Achieves goals and objectives set for gross margins and the profitability of new business
Customer 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
  • Generates accurate expense reports and lists of new and/or potential contacts in their territory
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 projects and uses analysis to discover the cause and effect of specific problems
  • Uses technical expertise to assist customers on meeting their needs for current and potential jobs
Marketing / Lead Generation
  • Contributes to Company promotional and marketing activities to generate leads for our sales process
  • Assists with customer presentations and participates with customer calls or on-site customer visits

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

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Locations

437 E. Allen Street, Hudson, NY 12534 (mailing address)

1230 Avenue of the Americas, 16th Floor New York, NY 10020

Contact

Give us a call at: (212) 779-4850

Send an email to: info@weinsurerisk.com

Please contact us with any questions 🙂

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