3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from The Jonus Group Helping Insurance Professionals Find Career Growth, Work-Life Balance, Flexible Schedules, Competitive Salaries | Helping NY and NJ Agencies Find Top… Job Description

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Must have current insurance experience and hold a P&C license.

Position Summary

This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the company’s ongoing success.

Essential Functions & Basic Duties

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

Leadership & Oversight

Train and mentor sales team in effectively closing sales opportunities using the company’s proprietary suite of products and services. Developing skills in:

Prospecting potential clients through cold calling, networking, and professional affiliations Effective appointment setting and scheduling meetings with prospects Conducting professional and structured sales meetings Properly qualifying accounts prior to submission to the marketing team Preparing and reviewing submissions to ensure completeness and accuracy Acting as a liaison between clients and the marketing team during the underwriting process to obtain necessary information Reviewing and confirming the accuracy and adequacy of quotes Presenting proposals to prospects, explaining coverage options and premiums Negotiate payment options, including premium financing, installments, direct bill, or agency bill Successfully bind accounts, including obtaining Broker of Record (BOR) letters or renewal binder Attending closing meetings to support the finalization of sales Participating in turnover meetings with the Marketing and Client Services teams within one week of closing a sale

Sales Performance & Strategy

Monitor ongoing sales activities and new business development efforts of producers Ensure adequate cross-selling activities to maximize opportunities Act as a liaison between the Sales and Client Services teams to ensure seamless client onboarding Communicate department needs and progress to the Chief Business Officer Ensure prospecting and new business goals are met consistently

Recruiting & Development

Recruit and onboard new producers, focusing on both experienced hires and emerging talent Oversee onboarding and transition processes to ensure seamless integration into the team

Performance Metrics

Success in this role is measured using a balanced scorecard approach, incorporating financial results, sales operations, colleague capability, and client satisfaction, with emphasis on financial outcomes.

Supervisory Duties

This job has a high level of supervisory responsibilities. Supervision includes but is not limited to:

Oversight of sales team

Knowledge, Skills, & Abilities

Proven leadership experience in insurance sales Excellent communication, interpersonal, and organizational skills Demonstrated success in developing sales strategies, managing CRM systems, and driving accountability Strong mentoring skills, with the ability to develop talent and foster a high-performing team culture Strategic thinking with the ability to align regional and national sales objectives

Education And Work Experience

Bachelor’s degree with 10 years sales experience with expertise within the insurance industry Property & Casualty, Life & Health insurance licenses 5+ years of sales leadership in the insurance industry Proficient in Microsoft products such as Outlook, Excel and Office365, Epic or similar management system. Must be proficient in Salesforce Prior experience and proven track record for driving sales results and building sales teams

The statements above are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. This is an Equal Opportunity Employer. EOE/AA/M/F/V/D/SO or any other characteristics protected by law. Neither this job description nor any other written or verbal communications are intended to create a contract of employment or a promise of long-term employment. Employment-at-will may be terminated with or without cause and with or without notice at any time by the Employee or by the Company.

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