SUMMARY OF PRIMARY DUTIES AND RESPONSIBILITIES:

• Develops and implements a successful Sales Plan as co-developed and approved by management.
• Promotes new business through active prospecting strategies to include cold calling, networking and effective use of marketing tools.
• Makes executive level presentations to prospects and clients, closes sales, and oversees ongoing service to clients.
• Professionally represents HealthSure to all customers, prospects, and business partners.
• Promotes HealthSure to the insurance industry and the healthcare community.
• Completes sales forecasts and reporting anticipating results accurately and timely.
• Actively builds a network in the healthcare industry.
• Takes initiative, is results-oriented, and constantly focuses on both individual and team success.
• Participates in interviewing, hiring and training additions to the sales team.
• Performs other job related duties as required.

REQUIREMENTS: EDUCATION, EXPERIENCE, SKILLS, KNOWLEDGE:

• Bachelor's degree
• 5+ years of property & casualty insurance sales, preferably medical malpractice experience with physicians and/or hospitals
• Demonstrated experience to vigorously prospect and close business
• Results-oriented, with proven track record of success in insurance production
• Excellent oral and written communication skills, organization skills, and solid time management
• Executive-level presentation skills
• Ability to travel as required

SUMMARY OF PRIMARY DUTIES AND RESPONSIBILITIES:

NEW BUSINESS

• Assists clients with making coverage changes in an automated environment supported by transactional filing; uses each contact with the client as an opportunity to review the whole account, round it and market.
• Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs.
• Provides technical support to producers to benefit clients and to reach agency's strategic business goals.
• Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Explains to clients' needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy.
• Actively seeks referrals from current client base

RETENTION

• Prepares summaries of insurance, schedules, and proposals as needed for account review.
• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Maintains and updates electronic and transactional files.
• Processes incoming mail requests, responding promptly and appropriately.
• Determines reasons for requests for cancellations; acts to save accounts.
• Assists clients in submitting first reports of claims; facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed and to work toward settlement of claims.

MARKETING

• Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.
• Assists in design of insurance service plans for clients as directed by management.

PERSONAL & ORGANIZATION DEVELOPMENT

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals.
• Maintains up-to-date technical manuals and understands how to perform technical tasks to expedite client service.

REQUIREMENTS: EDUCATION, EXPERIENCE, SKILLS, KNOWLEDGE:

• a high school diploma. A college degree preferred.
• at least 5 years insurance related experience, preferably in underwriting or servicing
• proficiency using Microsoft Office (Word/Excel)
• ability to utilize computer programs and understand functionality
• excellent written and oral communication skills
• exceptional organizational skills
• above average mathematical skills
• appropriate insurance agent's license (P&C)
• full knowledge of insurance products and usages
• knowledge of insurance markets
• knowledge of rating procedures, coverages, and industry operations