Personal Lines Consultant jobs in United States
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Brown & Brown ยท 1 day ago

Personal Lines Consultant

Brown & Brown is seeking a Personal Lines Consultant to join their growing team in Rochester, NY. The Personal Lines Consultant develops and executes targeted market plans, identifies and qualifies prospects, and delivers tailored insurance proposals while maintaining client relationships.

Insurance

Responsibilities

Create a market plan with direction and assistance from Agency management
Identify and locate prospects based upon the market plan
Contact prospects by personal visits, over the telephone, and by direct mail, and determine expiration dates plus the present scope of insurance coverage
Determine the prospect's needs and wants
Qualify for a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability)
Using internal technical and marketing resources, prepare a proposal and quotation for client coverages
Make an effective sales presentation utilizing the numerous resources and materials available for a professional proposal
Maintain and build relationships with key company personnel
Participate in civic, social, and trade organizations which will assist in enhancing the Agency's image
Support and uphold the Mission of the Agency through exemplary conduct in daily activities
Monitor accounts receivable and take corrective action whenever necessary
Keep abreast of developments in the marketplace, including product line offerings, and changing insurance consumer trends and needs

Qualification

New York State Brokers LicenseSales experienceMarket planningClient relationship managementEffective presentations

Required

New York State Brokers License
Valid NYS Driver's license acceptable to our insurance carrier

Preferred

College degree preferred, or the equivalent
At least one to two years' experience in a sales capacity

Benefits

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Company

Brown & Brown

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Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.

Funding

Current Stage
Late Stage

Leadership Team

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Joel Eubank
COO/CFO Dealer Services
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Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
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