Job Summary

To drive growth and profitability in all assigned products through risk selection, pricing, negotiation, sales, retention, and quality service.

Job Accountabilities - Key Accountabilities

• Actively manage daily work processes of designated territory to achieve operational and strategic objectives. • Analyze needs, develop and recommend alternatives for improvements to processes, customer service or products. • Lead short term (3 to 9 months), defined scope projects. • Develop and maintain profitable relationships with new and existing customers. • Assist customers with loss prevention meetings, claims issues, and product training. • Provide training to customer and Strategic Business Unit personnel on products and services. • Provide technical advice that enables a customer to solve a problem or improve business. • Develop and maintain positive customer relationships by meeting regularly with customers when no specific initiative is underway. • Anticipate customer needs, monitor trends in order to recommend changes. • Resolve technical issues within function or unit.

Business Accountabilities

• Carry out tasks, such as the preparation of customer and distributor reports, to support the implementation of projects to time and quality standards. • Assess and evaluate business processes in order to identify opportunities for improvement. • Investigate and drive research/analysis around potential business development opportunities. • Review assigned customer cases, prioritize case load and interpret established policies, applying discretion within authority limits in order to resolve customer issues.

Job Requirements

Required: • High School Diploma or Equivalent and 4 or more years of experience in the Sales area OR • Zurich Certified Insurance Apprentice including an Associate Degree and No prior experience required in the Sales area AND • Knowledge of principles of sales, sales techniques, and sales terminology • Knowledge of requirements within insurance industry regulatory environment • Knowledge of Microsoft Office • The ability to be licensed to sell insurance in the states where required Preferred: • 4 or more years of sales experience • Licensed to sell insurance in the states where required • Experience analyzing financial statements