About Us
Top trusted risk advisor and solution provider for personal and business insurance where we work together to create the ultimate experience.
We educate, advocate, and protect our people.
We safeguard your future.
We win by protecting people.
About the Role
The New Business Specialist will coordinate the handling and processing of product quotations for the client policy proposals, including reviewing for adequacy, completeness, and accuracy.
Also provides guidance, assistance, and follow-up in all aspects of customer service requests from management, producers, or clients.
Will develop and maintain favorable relationships with risk managers, clients, and carriers in order to increase revenue, and ensure that organizational services consistently meet client needs.
What You’ll Be Doing (Essential Responsibilities)
Conduct detailed surveys to identify customer insurance needs, review existing policies, risk plans, property, products, and records.
Expected to achieve annual risk manager sales plan objectives.
Prepare sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons.
Work with risk managers to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.
Maintain extensive contact in person, by phone and mail (electronic/postal), with agents, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
Maintain electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters.
Attend sales meetings as required.
Keep informed through vigilant review and appraisal of industry development and competitive markets, participate in carrier and agency training meetings and sessions, and maintain appropriate license.
Perform special projects at management’s request.
You Will Succeed by:
Working Together.
Collaborative | Inclusive | Open Communication
Creating WOW.
Professional | Consistent | Passionate
Earning Trust.
Positive | Empathy | Respect
Embracing Innovation.
Proactive | Problem solvers | Openminded
What You’ll Bring to Us
High School Graduate or GED required.
Advanced training at technical, business, or college level is highly desired.
0-3 years of experience in the insurance industry or a related field is desired.
Property & Casualty License at hire or within 180 days of hire.
Must maintain during employment.
Excellent written and Verbal communication skills and enjoy working with people in a high-volume customer service environment.
Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedures/policy manuals, and apply within prescribed routines and practices.
Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, producers, and clients.
Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
Must demonstrate competence in computer and office equipment operations.
Experience with MS Office products (Word and Excel) and the Internet are highly desirable.
What We Need from You
Full-time
Hours are 8:00 am to 4:30 pm
This position is eligible for hybrid work
Travel: None
The Fine Print
Work is typically performed in a standard office setting with no travel required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
May be required to work more hours than normally expected during a regular workweek.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
TROXELL is an Equal Opportunity Employer and offers a competitive salary with a comprehensive benefit package including Medical, Dental, Vision, Flexible Spending, Employer Paid Life Insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.
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