CRC Insurance Services, Inc. External Sales Consultant - Hanleigh in Chicago, Illinois
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Hanleigh is a Lloyds of London, Managing General Underwriter-providing Disability & Life centered Solutions. Hanleigh is a division of CRC Insurance, part of the BB&T Insurance Group.
Responsible for driving sales focused activities which result in new organic revenue for the organization by building strong relationships with new producers/agents/brokers and distribution partners and entities. Proactively call upon producers/agents/brokers to promote products, capabilities and sales ideas which will enable them to meet their revenue goals.
This position can be located in the following locations:
Salt Lake City, UT
Des Moines, IA
New York, NY
Los Angeles, CA
Kansas City, MO
San Francisco, CA
San Diego, CA
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Profile and Prospect producers for new and existing insurance sales opportunities.
Works with their Manager to develop and execute on a mutually agreed upon business plan for assigned accounts and producers as well maintaining and updating the business plan.
Achieves revenue, growth and service goals as determined within plan.
Make the required volume of proactive sales calls and client visits to achieve goals.
Incrementally grow book of business to reflect strategic organizational business plan requirements.
Maintain proactive sales relationships with producers/agents/brokers and/or assigned accounts through ongoing producer profiling, constant relationship-building, and refining and refreshment of their agent/broker base.
Maintain proactive sales relationship with account, agencies, agency managers and producers/agents/brokers directly through strategic face to face meetings.
Maintain and track regular, requisite sales activity including, but not limited to: BB&T partner organizations, National Accounts, annual meetings, agency meetings, top producer events, operations training meetings and other onsite events, sales ideas, product/service updates.
Maintains a proactive and supportive relationship with the Sales, Underwriting and Operations teams.
Maintains ownership of relationship management within assigned accounts.
Increases strength in relationships within the hierarchy of assigned accounts.
Assists in the creation of marketing plans and supports marketing distribution to assigned accounts and producers.
Maintains accurate records of all activities (calls, presentations, sales, etc.).
Participates in working groups with Sales, Underwriting and Operations management to maintain and improve our processes for managing business.
Accepts inbound sales opportunities.
Attends and participates in organizational sales meetings and training.
Increases ability to cross-sell multiple insurance product lines as organizational portfolio expands.
Works at improving both product and professional skills by participating and facilitating in training sessions both inside and outside of BB&T.
Understands and utilizes internal resources to capitalize on team results.
Executes and drives an effective lead generation and referral program.
Sets proper expectations with producers for all aspects of an insurance placement.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree in Business, or equivalent education and related training
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Proven Insurance sales results
Progressive, entrepreneurial selling skills
Detail oriented, take-charge person with excellent relationship building skills and strong technical (computer) skills
Understanding of sales concepts, corresponding illustrations, and the underwriting process helpful
Understanding of commissions and client service process
Excellent organizational and time management skills; ability to manage multiple priorities
Strong negotiation skills with the ability to use advanced judgment in problem solving
Exposure to the Executive/Group Benefits segment and processes, preferable
Excellent analytical and problem solving skills
Excellent presentation skills
Knowledge of Insurance sales process
Ability to display maturity, competitiveness, and good work ethic
Ability to build, manage and develop interpersonal relationships
Experience in the Disability and Life product industry with proven proficiency in product and industry knowledge preferred
Experience in a prior Insurance wholesaling sales role
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel overnight is required – up to 40% of the time
CRC is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
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CRC Group is one of the largest distributors of wholesale and specialty insurance products in the United States. With more than $7.4 billion in annual written premium and 83 office locations, CRC Group’s more than 600 brokers and underwriters provide data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroupins.com at http://www.crcgroupins.com/ .
CRC Insurance Services, Inc.
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