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Account Associate for Personal Lines

Company:
Carey Richmond & Viking Insurance
Location:
Rhode Island
Posted:
May 11, 2024
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Description:

Looking for an experienced Property & Casualty Sales Executive.

Carey, Richmond & Viking is one of the leading independent insurance agencies in southern New England. We are a 3rd generation family-owned insurance agency with thousands of clients in New England and throughout the US. We are looking for an experienced Property & Casualty Sales Executive to join our dynamic team. This is a remote position with travel to Middletown RI twice a month.

Why work for Us?

Excellent Employee Culture and Engagement

Competitive Pay

Great work/Life Balance

Flexible PTO + Paid Holidays

Health with Upfront Deductible Assistance

Dental, Life & Long-Term Disability Insurance

Bonus Plan

Referral Bonus

The perfect candidate will haveā€¦

experience in the insurance, real estate, or mortgage industries.

degree preferred.

interpersonal and communication skills

to succeed.

& Casualty license in CT

to work well in a team environment.

work timely, strong attention to detail, ability to multitask.

attention to detail.

Essential Job Duties

Creating and managing overall sales action plans to exceed production goals for your territory and meet required revenue targets.

Discovering new business contacts and fostering relationships to close the sale.

Cultivating relationships with a wide variety of key decision makers and business partners

Performing sales prospecting activities on a routine basis through cold calling, telemarketing, partner relationships, and customer referrals

Initiating and expanding networking with high priority influencers such as real estate agents, loan officers, financial planners, etc.

Conducting face-to-face or virtual meetings while always ensuring company professionalism (proper business attire required)

Developing proposals and delivering presentations and information utilizing company brand standards

Maintaining the Applied EPIC customer relationship management (CRM) database

Providing competitive market feedback and the ability to remain current on industry trends.

EEOC-We support Equality for all.

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