Insurance Sales Producer - Commercial Lines Client Advisor @ World Insurance Associates LLC | Jobright.ai
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Insurance Sales Producer - Commercial Lines Client Advisor jobs in United States
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World Insurance Associates LLC · 5 hours ago

Insurance Sales Producer - Commercial Lines Client Advisor

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AdviceCommercial Insurance

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Responsibilities

Identify, prospect, and cultivate new business, with a focus on commercial accounts
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Insurance brokerage experienceClient managementApplied Epic softwareCustomer focus

Required

Must have proven experience with a range of insurance solutions to bring value to clients
Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business

Preferred

Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program
Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot)
Built and presented client 'pitch decks' / presentations

Benefits

401(k) match that is immediately fully vested

Company

World Insurance Associates LLC

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World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Goldman Sachs Asset Management
2023-08-21Private Equity· undefined
2023-08-21Debt Financing· undefined
2020-03-02Acquired· undefined

Leadership Team

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Dave Bruen
President & CEO
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Rachel Sapoznik
President & CEO
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Company data provided by crunchbase
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