Alliant Insurance is hiring a Case Design Specialist (Sales Advisor) for our EMG Brokerage office based out of Houston, TX!

With 50 years of experience, EMG Insurance Brokerage is a BGA that is passionate about providing the best products and personal attention to their clients.

Company website:


POSITION HIGHLIGHTS

* Our Case Design Specialist will prospect new advisors and agents, develop new business and relationships, and analyze and pitch insurance products from different carriers

SUMMARY

Responsible for meeting individual sales goals and new business targets and providing comprehensive service and/or solicitation activities on accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Identifies new leads and gathers the necessary information for submissions;

* Gathers necessary information; develops, delivers and sells new business and renewal proposals;

* Performs periodic service calls on all accounts and provides or coordinates customer service assistance as requested both in person and virtually;

* Solicits new accounts to conduct cross-selling, direct selling and cold calling;

* Facilitates joint sales calls and the sharing of lead information among departmental members;

* Attends and actively participates in regular sales meetings;

* Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;

* Achieves annual sales goals and provides regular feedback to the sales manager on progress toward those goals;

* Achieves educational and professional development goals established by agency management;

* Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;

* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

* Promote the company's product portfolio by being proficient within product area assignment and familiar with all company products and services;

* Develops sales strategies by conducting market research; evaluating market conditions; preparing sales forecasts; establishing sales objectives;

* Strategically plans sales activities for maximum efficiency and effectiveness.

* Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

* Performs other duties as assigned

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Marketing, Insurance or Management or equivalent combination of education and experience preferred

One (1) or more years minimum insurance industry experience

Valid Insurance Licenses

Continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Excellent presentation and counseling skills

Ability to work within a team and to foster teamwork

Excellent leadership, problem solving and time management skills

Advanced influencing skills

Good planning, organizational and prioritization skills

Proficient in Microsoft Office products

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