Sales Executive's primary purpose is to drive new business growth within the agency. Sales Executive's will develop and maintain favorable customer relationships with bothnew and existing customers. Providing theirreview of existing coverage, risk, and exposure to allow for recommendations, suggestions and proposals ofinsurance products and risk management solutions that meet customer risk profile's and create customer satisfaction. Ensures that proposed solutions will meet customer's risk tolerance and exposures properly. Will develop and execute individual business plans to meet sales and growth goals as assigned by management. Sales Executives are expected to grow their book of business year over year.
Education and Experience:
Bachelors Degree or equivalent education and experience (required)
3+ years of successful business to business and personal sales experience (required)
Professional Insurance designation or ability to obtain within 12 months
Skills and Abilities:
To be successful in this position it takes a professional who posses the right combination of excellent communication skills, good judgment, business acumen, and sound analytical skills.
Advanced knowledge and commitment to continuing education with Property & Casualty middle market insurance products and risk management solutions.
Proven relationship building skills to support business development efforts (internal, external, COI)
Ability to work with regional banking and insurance teams to achieve mutual business development and retention goals.
Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
Requires effective verbal and written communication skills plus the ability to develop effective relationships.
Must be self-directed and be able to accomplish work with limited supervision and general work direction.
Proficient with Microsoft Word, Excel, Power Point, and Agency management software solutions.
Unique Job Characteristics and Requirements:
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 3 months of hire
Valid Driver's license (required)
Tasks Performed:
50% Achieve individual revenue and growth goals by prospecting, developing, and closing middle market new business opportunities.
30% Achieve individual customer retention targets through the successful delivery of risk management advisory services, account cross selling, and general customer service.
15% Work closely with regional banking partners to achieve mutual business development goals.
5% All other tasks as assigned by management.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 50% of time
Move about within or between locations
Bend, Twist, Crouch, Squat
Move Objects to Maximum 10 lbs
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.
EEO is the law (/dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
EEO is the Law Poster Supplement
Pay Transparency Nondiscrimination Provision (/dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Family Medical Leave Act (FMLA) Poster
Employee Polygraph Protection Act (EPPA) (/dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)
NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.
NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-*** or contact us via email at ***. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.
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