What are the responsibilities and job description for the Insurance Advisor III position at Weichert?
Weichert Insurance Agency is currently hiring Insurance Advisor III in Morris Plains, NJ. The Insurance Advisor III is responsible for the sale of insurance products offered by the Weichert Insurance Agency. The position develops an active pipeline of leads from assigned Weichert Companies as well as generates new business outside of the Weichert real estate footprint. The Insurance Advisor is a member working in conjunction with other team members to secure new business for the Company.
Job responsibilities include, but are not limited to, the following:
- Achieves assigned sales objectives to include total policies, Agency commission, and type of policy. Actively works a pipeline of assigned leads with particular focus on assigned activity metrics such as contact rate, quote rate, and sales rate.
- Develops an efficient cross-selling/account rounding strategy in order to sell multiple insurance products to new and existing clients, as well as generating new business sources outside of the Weichert Co. footprint (e.g. referrals, networking).
- Works in conjunction with assigned Weichert partners, participates in weekly huddle calls, periodic office meetings, and other events to build and maintain prosperous relationships with fellow member of the team in order to generate new business opportunities.
- Serves as mentor to new and existing Insurance Advisors
- Follows a front-line underwriting process in order to place new insurance business with the proper insurance carriers, matching client needs with the appropriate insurance product at the best available cost to the client.
- Works in conjunction with WIA's Account Managers and Account Associates to deliver optimal customer service for new and existing customers to assist in maximizing Agency renewal income. Ensures all new customers are aware of the Agency's service delivery model and its commitment to customer satisfaction.
- Adheres to all Agency workflows through the use of the Agency's client management system and other tools and processes.
- Attends meetings as scheduled by the Sales Manager and/or other management staff as deemed appropriate.
- Performs other duties as assigned.
Requirements
The ideal candidate will meet the following requirements:
- High school diploma or GED
- Associate's or Bachelor's degree preferred
- Property and Casualty license required
- Valid driver's license required
- 5 years of sustained sales production within WIA, or related position within the industry
- Previous experience in the insurance or related industry strongly preferred
- Ability to understand insurance policy wording and contracts
- Strong relationship building skills
- Proficiency in Microsoft Office suite of products
- Strong oral and written communications skills
- Ability to multitask in a fast-paced environment
- Strong customer service skills
- Strong attention to detail
- Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
- Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
Client Advisor III
Peapack Private Bank & Trust -
Morristown, NJ
