We are a growing organization in need of sales professionals with an entrepreneurial spirit and a desire to help nonprofits thrive. Ideal candidates are those who will put the needs of nonprofits first and share our core values - Excellence, Collaboration, Trust, Diversity/Inclusion and Respect.
CalNonprofits Insurance Services
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Full-Time
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Capitola, California
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$50000-$80000 (Additional base applicable to candidates bringing over a book of business)
Description
What we’re good at
We are one of the top independent insurance agencies in the area. We’re proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. We’re on a mission to build long lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.
Teamwork, personal excellence, and growth matters to us, and we know it matters to you, too! When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.
When you join us, you can expect:
- Competitive compensation
- Attractive commission structure
- Work-life balance and employee well-being
- A supportive, diverse, people-first culture and mindset
- A voice at the table to create constructive change and work on purposeful products
- Time dedicated to professional development
- Annual learning stipend for professional certifications
What you’re good at
You’re driven by success and have a principled approach to work. For you, success is more than meeting sales targets. It’s about building trust, and having your client’s best interest in mind. In this role, you’ll help identify and pursue business opportunities with strategic targets and cultivate relationships with inbound and outbound prospects. With a hands-on approach across the full sales lifecycle, you’ll help clients across various sectors scale their business with our world-class services and solutions.
When you join us, we expect you to:
- Own the entire business development life cycle process from acquisition and onboarding to retention and renewal.
- Provide strategic guidance, exposure analysis, and obtain underwriting information for new and renewal clients to comply with legal requirements.
- Drive revenue and growth for the agency; Identify and pursue business opportunities with prospects; Build strong relationships with clients and provide consultation on their individual challenges.
- Coordinate with account managers and customer service reps to ensure a first-class experience from start to finish.
- Build and maintain professional relationships with clients, insurance companies, and teammates.
- Engage in networking opportunities by attending industry events, getting involved in the local community, and asking for referrals from current customers.
- Present proposals clearly and effectively so that clients are able to understand their coverage details.
- Identify opportunities to cross-sell additional lines of insurance where appropriate and applicable.
What you’ll bring to our team:
-Strong knowledge of industry regulations, trends and technology -Growth mindset, positive attitude, and client-centric work ethic -Thrives on autonomy and in a high-volume environment -Proven track record in identifying prospects through demand-generation channels and cold-calling -Strong verbal and written communication skills -Highly organized and strong time management skills -Unshakeable demeanor and ability to "get past no" -Ability to network at all levels and influence decision-making
Responsibilities:
- Create and execute a business development plan to drive new business, build a book of business, and meet production goals
- Partner with the customer service team to support our nonprofit clients
- Manage your book of business to maintain as close to 100% client retention as possible
- Build relationships with carriers to stay on top of new products, trends, underwriting requirements, loss control, and risk management
Requirements:
- 2+ years of commercial lines sales experience with growth record
- California Property/Casualty Producer License
- Excellent verbal and written communication skills
- Multilingual candidates are encouraged to apply!
Required Experience
Mid Level (3-6 years)
Required Education
High School Diploma/GED
Benefits
Medical
Dental
Vision
Retirement
Compensation Commission
https://platform.totalcsr.com/apply/0709ht1upYzniLpS3ICk
2+ years commercial lines sales experience with growth record; California Property/Casualty Producer License; strong communication and organizational skills; high school diploma/GED.
Key Responsibilities
- developing business
- managing client relationships
- driving revenue growth
Job Details
- Category: Sales
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — California, United States
- Salary: USD 50,000 – 80,000 / year
- Languages: English
Benefits
- Retirement plan
About CalNonprofits Insurance Services
An independent insurance agency focused on serving nonprofits with integrity and first-class service. — Industry: Finance