Regional Sales Representative jobs in United States
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Cross Insurance · 1 month ago

Regional Sales Representative

Cross Insurance is a family of agencies seeking a Regional Sales Representative. The role involves selling new commercial lines business and maintaining strong relationships with clients and industry professionals, while also assisting Commercial Lines Producers.

Auto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance

Responsibilities

Maintain a Property & Casualty license along with keeping up with Continuing Education
Understanding and following the Cross Basic Procedure Manual
Understanding and following the Commercial Lines Workflow Manual
Meeting annual sales goal
Following up and completing open suspense’s daily
Using carrier websites proficiently to generate accurate quotes
Selling commercial insurance products to prospective clients
Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service centers, and claims representatives)
Providing quality customer service to existing and prospective clients
Staying up to date on new insurance products and market/industry trends
The ability to understand and analyze insurance coverage and policy forms
Strong written, oral and phone communication skills
Organize, set, and maintain priorities
Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Excel, Outlook, Teams)
Ability to present, educate, and close on all commercial lines’ insurance products
Meet with prospective clients
Conduct sales presentations with the intent of selling an insurance product
Input bound new business clients into Agency Management System, generate Binders, ID Cards & other necessary insurance documents
Perform other duties as assigned

Qualification

Property & Casualty licenseCommercial insurance salesAMS360 experienceCustomer service skillsSales presentationsMicrosoft Office proficiencyCommunication skillsOrganizational skills

Required

Maintain a Property & Casualty license along with keeping up with Continuing Education
Understanding and following the Cross Basic Procedure Manual
Understanding and following the Commercial Lines Workflow Manual
Meeting annual sales goal
Following up and completing open suspense's daily
Using carrier websites proficiently to generate accurate quotes
Selling commercial insurance products to prospective clients
Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service centers, and claims representatives)
Providing quality customer service to existing and prospective clients
Staying up to date on new insurance products and market/industry trends
The ability to understand and analyze insurance coverage and policy forms
Strong written, oral and phone communication skills
Organize, set, and maintain priorities
Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Excel, Outlook, Teams)
Ability to present, educate, and close on all commercial lines' insurance products
Meet with prospective clients
Conduct sales presentations with the intent of selling an insurance product
Input bound new business clients into Agency Management System, generate Binders, ID Cards & other necessary insurance documents
Perform other duties as assigned
Holds a P&C Insurance License

Preferred

At least 5 years of insurance agency experience preferred
AMS360 is preferred for Agency Management Experience but not required

Company

Cross Insurance

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Cross Agency is an insurance agency that offers auto, home, renters insurance, and commercial insurance for businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Bruce Nickerson
Chief Financial Officer
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James Jones
Chief Data Analytics Officer
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Company data provided by crunchbase