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Business Development Representative

Apogee Insurance Group, King Of Prussia, Pennsylvania, United States, 19406

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Job Description Apogee Insurance Group

is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Cyber, and Pollution Liability. Our product expertise, service, and focus on independent retail agents set us apart from other wholesalers. We are licensed in all 50 states and provide both admitted and excess & surplus terms from over 60 insurance companies. With offices located in Philadelphia, Chicago, and Mission Viejo; our team members believe in face-to-face relationships to assist our customers with the best experience in placing Professional and Management Liability.

Primary responsibilities of all Apogee sales positions include:

Drive New Business Submissions

from independent retail insurance agencies by outbound sales activity:

Build and maintain relationships with Apogee’s current customer base and with potential customers by conducting a mixture of outbound phone calls, virtual meetings, and in-person visits

Share the Apogee Story with independent retail agents, utilizing sales skills to demonstrate Apogee’s products, quoting platforms, specialization, speed, accessibility, and value-added service

Follow up on opportunities from prior years and convert leads to formal new business activity

Prospect retail agencies through systematic communication to initiate contact and uncover opportunities for new business

Follow up on new business opportunities with both retail insurance agents and Apogee account managers and assist account managers in the selling of quotes

Develop Customer Relationships:

Revisit prospects that have contacted us in the past where a relationship doesn’t currently exist

Be an advocate to our retail agent customers during the insurance application/underwriting and quoting process

Monitor production of customers to achieve submission and premium production goals with defined territory

Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.

Requirements:

Energetic, goal-oriented, methodical, accountable, and has a positive attitude

Multi-tasking, team player with time management and organizational skills

Excellent oral and written communication skills

Strong presentation and organizational skills

Ability to work both independently and in teams

2-3 years of hands‑on experience in sales and/or marketing is preferred, however graduating college seniors and recent graduates are encouraged to apply

Property & Casualty License obtained within first 90 days of employment

Apogee Benefits:

Base salary and full medical benefits package plus year-end bonuses or commission based upon position

Receive compensation for training, licensure, and continuing education while you learn the business

High-energy and performance-driven work culture, while embracing a flexible life balance

Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.

Free lunch provided daily (when working within the Apogee offices)

Full gym on site (when working within the Apogee offices)

Company phone & Surface laptop provided

At Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.

Company Description

Our team is a group of energetic, knowledgeable, and dependable professionals who are certified in training customers on professional liability forms and coverage. Our product expertise, service, and focus on the independent retail agent customer helps us build lasting relationship and sets us apart from other wholesalers.

Company Description Our team is a group of energetic, knowledgeable, and dependable professionals who are certified in training customers on professional liability forms and coverage. Our product expertise, service, and focus on the independent retail agent customer helps us build lasting relationship and sets us apart from other wholesalers.

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