Under moderate supervision, acts as an assistant to Executive Sales Insurance Representative. Primary responsibility is to assist the Executive Sales Representative / Sales Representatives in achieving growth, retention and Group Savings Plus account penetration goals. Acts as an initial contact in addressing customer concerns regarding establishment of new Insurance policies and account status. Ensures quality service is provided by coordinating activities with various departments.
Identifies cross selling opportunities for Executive Insurance Sales Representative.
Prospects and initiates new Insurance business sales.
Assists in the processing of new Insurance business. Includes contacting customers to finalize sales/service transactions.
Identifies Mass Marketing prospects, utilizing existing book of business.
Assists Executive Insurance Sales Representative in establishing a direct mailing plan with follow-up contact.
Completes 30 day follow-ups on new policies for Executive Sales Representative, in order to keep retention level high and take advantage of cross-selling opportunities.
Works with Executive Sales Representative in renewing quality accounts and analyzing customers’ insurance needs.
Coordinates activities with other departments to ensure quality customer service, acts as initial contact in addressing customer concerns regarding establishment of Insurance policies and new account status.
Bachelor’s degree or equivalent training, plus 1-3 years of relevant and more responsible work experience necessary.
Excellent verbal and written communication, and analytical skills necessary.
Previous sales experience a plus.
Ability to handle multiple tasks with varying time constraints.
General working knowledge of companies services, products and marketing techniques, insurance contracts, preferred but not required.
We recognize that talented people are attracted to companies that provide competitive pay, comprehensive benefits packages and outstanding advancement opportunities. For this reason we offer a Comprehensive Benefits Plan that includes the following:
401K and Company paid pension plan
Discounts on automobile and homeowner’s insurance
Discount fitness memberships
Flexible spending accounts
Vision care coverage
Credit Union membership
Employee and Dependent life insurance
Accidental death & dismemberment Insurance
At Liberty Mutual, we give motivated, accomplished professionals the opportunity to help us redefine what insurance means; to work for a global leader with a deep sense of humanity and a focus on improving and protecting everyday lives. We create an inspired, collaborative environment, where people can take ownership of their work; push breakthrough ideas; and feel confident that their contributions will be valued and their growth championed.
We’re dedicated to doing the right thing for our employees, because we know that their fulfillment and success leads us to great places. Life. Happiness. Innovation. Impact. Advancement. Whatever their pursuit, talented people find their path at Liberty Mutual.
Travel: Yes, 10 % of the Time
Salary (Pay Basis):47,700.00-58,300.00
Education Level: Associate’s Degree/College Diploma (±13 years)