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
