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Arbella Insurance Group · 2 months ago

BIA Account Executive - Personal Lines Sales

Norwood, MA

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $50K/yr

Arbella Insurance Group is a leading property and casualty insurance provider in Massachusetts and Connecticut. They are seeking motivated individuals to join their sales team as BIA Account Executives, responsible for providing consultative advice on insurance coverages and achieving sales production goals.

Insurance

Growth Opportunities

Responsibilities

Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages

Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures. Collect premium deposits and record payments

Assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities

Counsel & advise customers including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries. Provide customer service & support within the agency on an “as needed” basis

Achieve established sales production goals

Ensure new business is consistent with the agency’s standards for acceptable business as this impacts agency loss ratios and profitability

Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts

Update the agency management system fully to document client interactions to ensure service team can understand what’s going on and to protect agency from E&O issues

Properly follow established workflow and documentation standards

Follow up on Suspense Items in a timely manner

Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy

Prepare regular reports detailing sales and other activities as requested

Maintain proper insurance licensing

Responsible for maintaining positive relationships with customers and co-workers

Perform other related duties as assigned

Qualification

Sales experienceCustomer serviceInsurance licensingTechnology proficiencyConsultative sellingRelationship building

Required

Strong community ties

Professional networks

Personal relationships

Ability to contact prospects and clients using in person, telephone and email techniques

Ability to prepare proposals, complete applications, and calculate and quote premium rates

Ability to explain policy features & benefits, present options, and provide an overall analysis of protecting the customer's property & casualty exposures

Ability to collect premium deposits and record payments

Ability to assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities

Ability to counsel & advise customers on identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, and resolving general customer inquiries

Ability to provide customer service & support within the agency

Ability to achieve established sales production goals

Ability to ensure new business is consistent with the agency's standards for acceptable business

Ability to perform annual customer account reviews on assigned clients

Ability to update the agency management system fully to document client interactions

Ability to properly follow established workflow and documentation standards

Ability to follow up on Suspense Items in a timely manner

Ability to become proficient with technology tools and applications

Ability to prepare regular reports detailing sales and other activities

Maintain proper insurance licensing

Ability to maintain positive relationships with customers and co-workers

Preferred

Insurance experience

Experience in mortgage lending, real estate, banking, or other financial institutions

Experience in the military

Benefits

Profit share bonus program

Exceptional benefit and wellness programs

Career development

Flexible schedules

Company

Arbella Insurance Group

Voted a Boston Business Journal Best Place to Work since 2009! Founded in 1988 in Quincy, Massachusetts, Arbella provides affordable car, home, and business insurance in Massachusetts and Connecticut, and business insurance in New Hampshire and Rhode Island.

Founded in 2005