Job details
Job type full-time number of hires for this role 1
Qualifications
Property & casualty license (required)
Us work authorization (required)
Full job description
Newtek insurance agency is a division of newtek business services, a publicly traded company on nasdaq “n-e-w-t.” newtek business services is a direct distributor of a wide range of business services and financial products to the small and medium-sized business market under the newtek®, brandThe company’s expansion and growth has created many opportunities for talented professionals with insurance experience.
Our insurance service delivers a personal connection to affordable commercial, personal, life and health insurance, evaluates current insurance coverage, identifies risks and liabilities, determines potential risks and shops the market with more than 40 a-rated insurance carriers.
Opportunities will be generated from a variety of referral sources including referrals from existing newtek clientsPrimary responsibility is to qualify opportunities and work the lead through the underwriting process.
Essential functions and responsibilities: (other duties may be assigned as needed)
· lead all incoming inquiries on a daily basis by contacting clients from our internal customer base, as well as alliance partner relationships, ultimately driving revenue growth and sales
· meet monthly production and revenue goals set for booking and binding new business
· qualify and analyze prospects’ coverage needs, assess their risk and consult on solutions to meet their needs
· utilize internal referral management system(s) on a daily basis in order to document progress and milestones within the sales process
· responsible for contacting prospect at least every 3 days, making substantive and diligent efforts to advance through the sales process
· educate and consult prospects on coverages that are available and appropriate for their business
· inform prospects about policy inclusions, limitations or changes to enhance coverage
· follow up with prospects during the sales process to keep the client engaged and informed every step of the way
· engage in daily virtual client interaction through impactful communication across phone, webinars, emails, powerpoint, etc.
· cross sell other newtek services to a new or existing customer, by creating a partnership and serving the customer any relevant additional services
· develop and maintain relationships with clients and decision makers to secure and earn relevant business
Knowledge, skills, and abilities:
· prior experience in personal lines a strong plus
· property & casualty insurance license – personal lines
· knowledge of insurance products and usages.
· knowledge of insurance markets and reference to markets.
· strong expertise with sales and insurance implementation of home owners, automobile, valuable articles, collections, umbrella and other ancillary lines
· knowledge of any/all liability coverages property, professional, management, auto, etc.
· the ability to read policies and break down coverage.
· ability to multi-task in a fast-paced environment and act with a sense of urgency.
· communicate clearly and concisely, both orally and in writing.
· excellent time management, planning and organization skills.
· contribute individually with minimal supervision as part of a team.
· knowledge of how to use agency management system.
· a sense of urgency and ownership when dealing with clients and prospects of newtek.
· proficient computer and keyboarding skills, ability to type 35wpm with reasonable accuracy.
· ability to make 50-75 outbound calls per day to make contact with clients to review policies and coverages.
· bi-lingual is a plus
Organizational “fit” considerations: newtek us seeking a team player who enjoys technical challenges within a fast-paced environment, applies sound judgment in successful task planning and execution, meet deadlines, and communicates the highest standards of professionalism in his/her appearance and work habitsIf you have the interest in professional growth and joining a leading business solutions company, it is time to consider joining newtek.
Newtek offers competitive salary and a performance-based bonus program to reward your resultsWe provide our employees with an excellent comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer matchOn-going training on sales techniques, industry, and competitive landscape to support your career growth.
Newtek is an equal opportunity employer; m/f/d/vWe require all of our employees to perform work in an ethical manner and uphold our code of business conduct and ethics at all times.
Job type: full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home
Schedule:
8 hour shift
License/certification:
Property & casualty license (required)
Work location:
Fully remote
Work location: remote
