Heartland Security Insurance Group
Commercial Insurance Sales Representative
Heartland Security Insurance Group, Tyler, Texas, United States, 75701
Commercial Insurance Sales Representative
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Commercial Insurance Sales Representative
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Heartland Security Insurance Group
About Heartland Security Insurance Group At Heartland, we are focused on results, not corporate politics. We foster a harmonious work environment where associates feel like family. We strive to be the employer of choice and believe all of our associates should have fun at work! We are hardworking – but not at the expense of our families. At Heartland, you will find an entrepreneurial environment where we take the time to educate, coach and lead employees into further opportunities within our company. We want all of our associates to enjoy a good work‑life balance and are welcomed in our environment. We strive to show our employees that they are more than just a number and viewed as an integral part of our organization.
Benefits Heartland recognizes the importance of a quality benefits package, not only to our associates, but to their families. That’s the Heartland way. Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans.
Primary Responsibilities To solicit new business accounts and maintain existing commercial accounts to enhance agency profitability in accordance with the objectives set forth in agency business plan and agency policies and procedures.
Essential Functions & Responsibilities
Solicit new commercial accounts in order to meet new business production goals set forth annually by the Sales Manager.
Follow agency directives and develop a profitable book of business.
Maintenance of existing customers by providing an excellent level of customer service.
Stay informed of industry developments through review of trade press and by attending company training and sales meetings.
Promote the agency and insurance industry in the community.
Pursue a program for personal and professional development. Perform other specific duties and projects as assigned by Sales Manager.
Improve Insurance Company relationships through company contacts. Serve clients as a trusted advisor and provide insurance counsel as appropriate or as required by client.
Quotation of New or Renewal Business – To make sure we utilize our qualified staff in the process of quoting new and renewal business.
Customer Service – To make sure we use our qualified staff to assist in handling customer service issues.
Credit & Collection Procedures The Account Executive is 100% responsible for collecting the initial premium on the account. Initial premium is defined as either the entire premium if paid annually or the deposit premium and signed premium finance note. The premium must be collected prior to binding. Payment is due by the effective date of the policy. An A.N.O.C. will be issued if payment has not been received within 15 days. The only exception to this is a signed authorization to do so by the President of HHC.
Required Qualifications
High School Diploma
At least 5 years of sales experience
High degree of self‑discipline and motivation
Excellent communication skills both oral and written
Technical education (CIC, CPCU, company courses) helpful and willingness to continue education essential
Well‑groomed and neat appearance essential
Holds required and appropriate insurance agent’s license
Above average organizational and time management skills
Must be licensed driver in compliance with agency’s requirement regarding motor vehicle record
Preferred Qualifications
College Degree in Risk Management and Insurance, Business or related field
Holds a CIC or CPCU designation
Knowledge of employee benefits sales techniques
Ability to multi‑task multiple priorities
Proficient in Microsoft Office Suite of products
Ability to work well with others
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development – Insurance
Location Tyler, TX – Beneficial compensation range $45,000.00–$65,000.00
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Commercial Insurance Sales Representative
role at
Heartland Security Insurance Group
About Heartland Security Insurance Group At Heartland, we are focused on results, not corporate politics. We foster a harmonious work environment where associates feel like family. We strive to be the employer of choice and believe all of our associates should have fun at work! We are hardworking – but not at the expense of our families. At Heartland, you will find an entrepreneurial environment where we take the time to educate, coach and lead employees into further opportunities within our company. We want all of our associates to enjoy a good work‑life balance and are welcomed in our environment. We strive to show our employees that they are more than just a number and viewed as an integral part of our organization.
Benefits Heartland recognizes the importance of a quality benefits package, not only to our associates, but to their families. That’s the Heartland way. Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans.
Primary Responsibilities To solicit new business accounts and maintain existing commercial accounts to enhance agency profitability in accordance with the objectives set forth in agency business plan and agency policies and procedures.
Essential Functions & Responsibilities
Solicit new commercial accounts in order to meet new business production goals set forth annually by the Sales Manager.
Follow agency directives and develop a profitable book of business.
Maintenance of existing customers by providing an excellent level of customer service.
Stay informed of industry developments through review of trade press and by attending company training and sales meetings.
Promote the agency and insurance industry in the community.
Pursue a program for personal and professional development. Perform other specific duties and projects as assigned by Sales Manager.
Improve Insurance Company relationships through company contacts. Serve clients as a trusted advisor and provide insurance counsel as appropriate or as required by client.
Quotation of New or Renewal Business – To make sure we utilize our qualified staff in the process of quoting new and renewal business.
Customer Service – To make sure we use our qualified staff to assist in handling customer service issues.
Credit & Collection Procedures The Account Executive is 100% responsible for collecting the initial premium on the account. Initial premium is defined as either the entire premium if paid annually or the deposit premium and signed premium finance note. The premium must be collected prior to binding. Payment is due by the effective date of the policy. An A.N.O.C. will be issued if payment has not been received within 15 days. The only exception to this is a signed authorization to do so by the President of HHC.
Required Qualifications
High School Diploma
At least 5 years of sales experience
High degree of self‑discipline and motivation
Excellent communication skills both oral and written
Technical education (CIC, CPCU, company courses) helpful and willingness to continue education essential
Well‑groomed and neat appearance essential
Holds required and appropriate insurance agent’s license
Above average organizational and time management skills
Must be licensed driver in compliance with agency’s requirement regarding motor vehicle record
Preferred Qualifications
College Degree in Risk Management and Insurance, Business or related field
Holds a CIC or CPCU designation
Knowledge of employee benefits sales techniques
Ability to multi‑task multiple priorities
Proficient in Microsoft Office Suite of products
Ability to work well with others
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development – Insurance
Location Tyler, TX – Beneficial compensation range $45,000.00–$65,000.00
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