Pharmacists Mutual Insurance has an opening for a Commercial Insurance Sales Representative/Businsess Development Executive in Southern TX.Responsible for sales, customer retention and helping grow the organization through various marketing techniques. Business Development Executives are responsible for representing the Company in a professional manner that reflects positively on the Company's corporate values.
Business Development Executive I
- Proven track record of meeting and exceeding production goals and objectives as established.
- Pursues expert knowledge of Company's insurance principles, practices, and products.
- Works to validate production by meeting new business sales goal.
- Works with support from manager and Sr. team members.
Essential Functions
Essential functions may include, but are not limited to the following:
- Generate sales and cross-selling opportunities with commercial accounts.
- Prospect and generate new business through leads and referrals.
- Conduct policy reviews and update policies.
- Provide quality customer service that ensures file quality, timely coverage and needs analysis with detailed documentation supporting conversations and decisions.
- Attend meetings and conventions as determined by manager.
- Inspect property, examining its general condition, prequalify new business risks, and communicate with and provide information to carrier personnel for proper risk assessment and placement.
- Obtain and provide information when claims are filed and monitor the claims to ensure they are settled equitably for the client and the insurer.
- Achieve or exceed set production goals.
- Portray a professional image through proper appearance and actions.
- Drive a vehicle for extended periods as the main method of transportation in the assigned territory.
Knowledge, Skills And Abilities
- Thorough knowledge of principles and practices of insurance and sales.
- Ability to build relationships and persuade and influence others.
- Recognize questionable coverage or contract situations which may necessitate management involvement.
- Ability to deal with confidential information.
- Follow oral and written directions.
- Determine when and how to escalate concerns to the appropriate level of management.
- Contribute effectively to the accomplishment of team or work unit goals, objectives and activities.
- Establish and maintain effective working relationships with those contacted in the course of work.
- Correct English usage, spelling, grammar, vocabulary and punctuation.
- Analyze complex issues and make critical decisions.
- Read, interpret and input data efficiently and accurately.
- Communicate effectively with others (oral and written).
- Ability to provide effective member service.
- Ability to organize and prioritize work.
- Work independently and use initiative.
- Ability to handle multiple tasks at once.
- Meet definite deadlines and deal with pressure situations.
- Utilize computer and related software effectively.
- Must possess high level of self-discipline, energy, initiative, empathy, and persuasive drive.
- Work will involve travel to attend meetings or service customers at other locations for 50 percent or more of the time.
Experience And Education Qualifications
Business Development Executive
- High School Diploma or equivalent and 3 years of related experience; or
- Associate’s Degree or equivalent and 1 year of related experience; or
- Bachelor’s Degree
Special Requirements, Licenses, and Certificates
- Must possess and maintain a valid driver’s license
- Must possess Property & Casualty insurance licenses prior to the start of employment
- Must possess Life & Health licenses or obtain within 60 days of hire
Preferred Qualifications
All levels
One of the following insurance related certifications or similar: Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), or Certified Insurance Counselor (CIC)
Physical Requirements
- Vision sufficient with correction to read small print in communications, policies and on the computer screen
- Hearing or other means sufficient to understand conversations in person and over the telephone
- Speech sufficient to make oneself heard in person and over the telephone
- Mobility sufficient to move around in an office setting
- Dexterity sufficient to operate standard office equipment
- Strength sufficient to lift and carry routine office equipment weighing up to 30lbs.
- Endurance sufficient to maintain productivity throughout entire shift
- Physical ability to drive a car for extended periods as the main method of transportation to execute the job as needed
Work Environment
- Primary work environment will involve meeting members and prospects in their place of business/practice or their homes
- Some work will be performed in hotel rooms and your own home
- Significant travel, often overnight will be required
Benefits
In addition to a competitive salary, eligible employees may receive an annual discretionary bonus and access to a benefits package including:
- Health, Dental, Vision & Life coverage
- 401(k) with Company Match
- Paid time off- amount received is based on the level of the role
- 8 Paid Holidays
- Volunteer Time Off
- Paid Parental Leave
- Hybrid/Remote Work Options
- Employee Assistance Program
- Tuition Reimbursement
Pharmacists Mutual Insurance Group is an Equal Opportunity Employer.
