Pepper, Johnstone & Company · 4 months ago
Commercial Lines Insurance Broker
Athens, AL 35611
Full-time
Onsite
Mid, Senior Level
5+ years expPepper, Johnstone & Company, Inc. is an award-winning independent P&C insurance brokerage located in Athens, Alabama, committed to providing exceptional insurance and risk management solutions. The Commercial Lines Insurance Broker will be responsible for soliciting new business, developing client relationships, and ensuring effective service delivery to meet clients' insurance needs.
Commercial InsuranceInsuranceProperty Insurance
Responsibilities
Develop and implement an annual sales plan, which strategically identifies and qualifies new business prospects and clients to be solicited
Spend the majority of time in front of prospects and clients selling new business products and services that are appropriate
Identify and develop a thorough understanding of prospect and client operations and exposures necessary to identify their specific insurance and risk management service needs
Ensure the identification of all expertise required to address prospect/client exposures to loss and arrange for proper representation during prospect solicitation and client service meetings
Ensure the design of insurance and risk management service programs to meet the needs of prospects and clients to earn their trust and become a trusted advisor
Prepare and ensure the professional quality of insurance underwriting submissions, prospect and client proposals and presentations, sales reports, professional communications (i.e., letters, memos, emails, etc.)
Ensure timely annual review of existing client insurance and risk management service programs to ensure that any need for change or improvement is promptly recognized and met
Establish the payment arrangement for each client and collect premiums in accordance with the Company’s collection policy
Provide continuous professional advice, guidance, and suggestions for improving the risk management programs of Company clients and prospects
Participate in the overall Company effort to develop and maintain strong carrier relationships through positive professional contacts with carrier representatives
Assist in the securing and negotiation of quotations and the placement of coverage with appropriate insurance carriers
Achieve annual sales goals and provide regular feedback to manager on progress toward those goals
Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with prospective clients
Achieve educational and professional development goals established by Company management
Work on special projects that may be assigned by management as necessary
Consistently maintain a professional demeanor and actively support and promote a positive public image for the Company
Ensure compliance with all Company client service standards by all involved colleagues
Travel out of town as needed
Qualification
Required
Must have an active P&C insurance license
Knowledge of insurance industry and specific working knowledge of commercial lines insurance
Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success
Ability to prioritize multiple tasks in a fast-paced sales environment is crucial
Must be detail oriented, thorough, organized and efficient in executing tasks
Excellent communicative skills, both orally and in writing are essential
Takes the initiative to solve internal and external client problems
Must possess a positive, motivated attitude; results driven personality
Anticipates and prioritizes responsibilities to meet critical deadlines
Adapts quickly to change in systems, policies and procedures
Continues to find ways to improve and streamline business processes and workflows
Strong Word, Excel and PowerPoint skills
Consistently looks for new challenges and opportunities to add value to both clients and organization
Preferred
B.A./B.S. degree from an accredited 4-year college or university
Minimum of 5 years commercial lines experience in insurance industry; experience in independent P&C insurance brokerage preferred
Candidates with CIC, CPCU, CRM, CFP or similar designations are preferred
Benefits
401(k) matching
Bonus based on performance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Company
Pepper, Johnstone & Company
Pepper, Johnstone & Company offers auto, home, commercial, and farm insurance services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase