Forrest T. Jones & Company
Marketing Specialist P&C Pro
Forrest T. Jones & Company, Kansas City, Missouri, United States, 64101
Position Summary
This position is responsible for generating sales of accountant’s professional liability, lawyer’s professional liability and other miscellaneous insurance coverages to new and existing customers.
Expectations
Solicit new business by phone and mail, assess insurance needs, obtain effective dates of existing coverage(s), obtain applications to quote on insurance. Make a minimum of 10 connections per day.Become P&C licensed if not already.Become familiar with professional liability insurance features and explain coverage details to clients and assess any changing needs in coverage.Develops, identifies and secures relevant direct sales opportunities.Maintains data base of contacts including direct sales prospects with expiration dates and broker prospects.Prepares reports on contacts made, requests for quote, hit ratio, written premium in CRM database.
Competencies
Excellent communication & phone skills.Self & goal motivated.Analytical thinking skills.Detail Oriented.Computer skills.
Requisites
Must have Direct sales experience – 2+ years.Professional Liability insurance experience preferred.Degree preferred.
We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
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This position is responsible for generating sales of accountant’s professional liability, lawyer’s professional liability and other miscellaneous insurance coverages to new and existing customers.
Expectations
Solicit new business by phone and mail, assess insurance needs, obtain effective dates of existing coverage(s), obtain applications to quote on insurance. Make a minimum of 10 connections per day.Become P&C licensed if not already.Become familiar with professional liability insurance features and explain coverage details to clients and assess any changing needs in coverage.Develops, identifies and secures relevant direct sales opportunities.Maintains data base of contacts including direct sales prospects with expiration dates and broker prospects.Prepares reports on contacts made, requests for quote, hit ratio, written premium in CRM database.
Competencies
Excellent communication & phone skills.Self & goal motivated.Analytical thinking skills.Detail Oriented.Computer skills.
Requisites
Must have Direct sales experience – 2+ years.Professional Liability insurance experience preferred.Degree preferred.
We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
#J-18808-Ljbffr