Job Summary

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.

Job Qualifications

Required: • High School Diploma or Equivalent and 3 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: • 2 or more years of sales experience • Licensed to sell insurance in the states where required • Experience analyzing financial statements