Construction Account Sales Producer

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POST DATE 8/18/2016
END DATE 12/19/2016

C. Winchell Agency San Diego, CA

San Diego, CA
AJE Ref #
Job Classification
Full Time
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Independently develop overall sales, marketing strategy, client presentations, developing sales leads, closing new sales for a particular line or lines of coverage with all client accounts.

This individual will work with a high level of autonomy and normally reports to either the VP or Managing Director of National Sales. Develop overall sales, marketing strategy and client presentations. Identify potential clients, qualify leads, develop and make sales presentations to clients with goal of closing a stipulated number of sales per quarter to grow the company's revenue. Leverage or modify the brokerage's product offerings to meet client needs; develop new product offerings: work with insurance markets to identify/leverage product trends to grow client roster. Collaborate with Marketing department to develop new sales materials based on client feedback and sales experience. Establish, develop and maintain client relationships to maintain renewal client business. Facilitate the hand-off of new clients to AE and Client Service Team.


Bachelors degree in Insurance, Risk Management, Finance, Business Administration, or similar program, or a minimum of 3 years insurance sales experience, or an equivalent combination of education, training and/or experience. Brokers license required. CPCU, ARM, or similar insurance designation desired. Expert user of computer systems including Microsoft Office suite of programs and typical brokerage RMIS system. Thorough understanding of insurance marketplace with ability to develop marketing strategies to secure client business; and ability to work cooperatively with clients and insurance carriers to meet client's coverage needs. Highly organized and motivated self-starter who can identify and target markets and clients, develop and deliver high quality sales presentations and close the sale. Strong interpersonal skills and ability to work well with all staff, both internal and external, develop trust with new clients, and seamlessly coordinate hand-off of new clients to Service Teams. Ability to travel.