Sales and Services Account Representative

Small Account Sales Representative Location Calgary, AB T2P 3R5 : Small Account Sales Representative This role consists of a 24 month training and development program that will prepare the participant to become a licensed insurance sales professional. The focus of the training program will be driving new business primarily through brokerage referred accounts by reviewing, quoting, processing, selling, and servicing small account business at the brokerage.
Review, quote, process sell and service small account business at the brokerage, primarily through USLI:
Establish themselves as the small accounts expert in the office through product knowledge, quoting and superior customer service.
Complete applications and qualify risks in an effort to quote new business. Quote risks that fit USLI appetite primarily through USLI phone/web systems and by submitting to underwriters when necessary. A benchmark of at least 2 submissions a day/10 a week into USLI.
Create a lead list and make outbound sales calls in an effort to drum up new business.
Respond to customer emails and phone calls in compliance with brokerage service standards.
Contribute to marketing efforts including weekly LinkedIn posts, monthly email blasts and quarterly webinars.
Perform support functions such as bind orders, payments, endorsements, remarketing and claims handling as necessary according to brokerage structure.
Travel:
The job does not require overnight travel with the exception of annual training conferences in Pennsylvania . Participants may travel locally to meet with prospects and clients and to attend networking events. They will be encouraged to participate in associations and conferences to further their network and understanding of the industry.
Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast-paced environment.
Remain flexible under the pressure of a heavy workload and critical deadlines.
Open to coaching and continuous improvement
Job Type: Full-time
Dental care
Monday to Friday