Develop and achieve maximum sales volume consistent with Hub Goals
Identify, qualify, develop and round out new prospects and existing clients
Respond effectively to company generated leads with rounding out all lines of coverage
Design insurance plans and recommend coverage to clients
Collaborate with HUB Producers to cross-sell lines of business – commercial, personal, life and small group employee benefits
Prepare and present proposals to prospects and clients & close the sale
Establish and implement automated service with clients and service staff with service handoff mentality
Maintain production reports and attend sales meetings as required
Actively promote agency goals and objectives in the industry and community
Assist service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
Develop a book of business that is profitable for both Hub and carriers
Keep informed of industry and market developments
Assist in collecting money, arranging satisfactory financing or canceling coverage
Assist in client facing renewal activity on as needed basis in the ISG agency book of business

Previous insurance industry or related experience and proven success in a sales role
Knowledge of small commercial lines insurance
Ability to identify potential clients and initiate contact
Strong presentation skills, decision-making skills, and excellent judgment
Self-motivated
Excellent marketing skills & strong communication skills
Proficient Microsoft office
Experience with an Agency Management System

Insurance Solutions Specialist

Key skills