Sales Associate - P&C

JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year. Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided. Maintains a high level of sales activity through self-driven initiatives to achieve production goals; markets products and services to the appropriate contact. Develops and executes a proactive strategy to source leads, identify and target decision-makers, and make cold calls to obtain opportunities for an appointment and service presentation. Performs a detailed analysis of a prospective client's needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages. Customizes insurance programs to suit customer needs covering a variety of risks; explains features, advantages and disadvantages of various policies to promote the sale of services. Communicates products and services by developing the appropriate presentation and implementing closing techniques to secure the business. Meets with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected; acts as an adviser and consultant, helping customers analyze risk and apply innovative solut