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Commercial Insurance Sales Representative-Southern WI

Company: Pharmacists Mutual Insurance Company
Location: Milwaukee
Posted on: May 16, 2022

Job Description:

Pharmacists Mutual has an opening for a Commercial Insurance Sales Representative. This role is responsible for sales, member retention and helping grow the organization through various marketing techniques. Field Representatives are responsible for representing the Company in a professional manner that reflects positively on the Company's corporate values.
Essential Functions
Essential functions may include, but are not limited to the following:

  • Direct multi-line insurance sales /service to Pharmacists and other targeted markets in assigned territory.
  • Prospect and generate new business through leads and referrals.
  • Conduct policy reviews and update policies.
  • Provide quality member service that ensures file quality, timely coverage and needs analysis with detailed documentation supporting conversations and decisions.
  • Prequalify new business risks for adherence to Company underwriting guidelines.
  • Attend meetings and conventions as determined by sales team leader.
  • Communicate with and provide information to company personnel for proper risk assessment and placement.
  • Achieve set production goals.
  • Portray a professional image through proper appearance and actions.
  • Drive a vehicle for extended periods as the main method of transportation in the assigned territory.

    Knowledge, Skills and Abilities

    • Thorough knowledge of principles and practices of insurance and sales.
    • Ability to build relationships and persuade and influence others.
    • Recognize questionable coverage or contract situations which may necessitate management involvement.
    • Ability to deal with confidential information.
    • Follow oral and written directions.
    • Determine when and how to escalate concerns to the appropriate level of management.
    • Contribute effectively to the accomplishment of team or work unit goals, objectives and activities.
    • Establish and maintain effective working relationships with those contacted in the course of work.
    • Correct English usage, spelling, grammar, vocabulary and punctuation.
    • Analyze complex issues and make critical decisions.
    • Read, interpret and input data efficiently and accurately.
    • Communicate effectively with others (oral and written).
    • Ability to provide effective member service.
    • Ability to organize and prioritize work.
    • Work independently and use initiative.
    • Ability to handle multiple tasks at once.
    • Meet definite deadlines and deal with pressure situations.
    • Utilize computer and related software effectively.
    • Must possess high level of self-discipline, energy, initiative, empathy, and persuasive drive.
    • Work will involve travel to attend meetings or service members at other locations for 50 percent or more of the time.

      Experience and Education Qualifications

      • High School Diploma or equivalent and 5 years of related experience; or
      • Associate's Degree or equivalent and 3 years of related experience; or
      • Bachelor's Degree and 2 years of related experience

        Special Requirements, Licenses, and Certificates

        • Must possess and maintain a valid driver's license
        • Must possess Property & Casualty insurance licenses prior to the start of employment
        • Must possess Life & Health licenses or obtain within 60 days of hire

          This is a remote role, that covers Southern WI.

Keywords: Pharmacists Mutual Insurance Company, Milwaukee , Commercial Insurance Sales Representative-Southern WI, Sales , Milwaukee, Wisconsin

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