The Sales Executive/Producer works to sell Brown & Brown expertise, capabilities and Property/Casualty/Employee Benefits insurance programs to middle market sized businesses. To identify each client’s potential risks and exposures and design the proper insurance coverage programs which are required. Identifies coverage gaps or deficiencies in a prospect’s current insurance program and highlights unmet service needs which can then be capitalized upon by the B&B team to dislodge their current agent/broker. Sales Executives develop winning strategies and tactics to successfully win and retain clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES include, but not limited to, the following. Other duties may be assigned.
Meet and/or exceed sales goals by selling new business and retaining current clients
Cold calls to new prospects to set appointments to describe Brown & Brown’s services and expertise
Update inventory and weekly call log reports
Assists clients with coverage questions, exposure identification and solutions to exposure items
Directly resolves (or oversees the satisfactory resolution of any escalated client issues or concerns
Reviews client contracts and approves complicated (non-standard) certificate requests
Responsible for completion of exposure checklists within quality control guidelines for new and renewal business
Directs the update of exposures at renewal, assists the Account Manager with gathering information as needed, and assists the client with the preparation of applications and supplemental applications necessary for renewal
Directs the quality preparation of executive summary and narrative for all submissions and ensures their timely delivery to Marketing
Reviews and assimilates information from prospect, prepares submission for marketing, obtains additional information from client as needed
Perform special projects as requested by Sales Manager
Keep abreast of industry changes and trends
Participates in seminars and classes for knowledge and skill development
Perform other duties as assigned
An individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED). Professional designation(s) and/or 4-year college degree preferred.
Possess excellent written and verbal communication skills with strong sales, client service and relationship building skills; superior presentation, negotiation and customer service skills; be able to read and interpret documents such as coverage forms/endorsements, contracts, safety manuals, operating and maintenance instructions, and procedure manuals; drive, determination and a competitive nature are essential; strong sense of urgency, demonstrate a willingness to hold themselves and others accountable and be committed to achieving success in their own career.
Possess the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Apply concepts of basic algebra.
Has the ability to solve practical problems and deal with variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished written or verbal. Outstanding sales, organizational and time management disciplines with the ability to handle multiple projects simultaneously regardless of complexity.