capabilities, strategically cross-selling products aligned with clients' needs and introducing technical specialists, as required, to attain and retain the business.
Job Responsibilities: Personal Lines Proactively develop relationships with company mortgage team to create a seamless process for providing homeowners policy quotes to new mortgage clients.
Home and Auto Insurance Communicate with potential clients to provide quote proposals for home and auto insurance. Account Maintenance Collaborate with account managers to create and maintain client account files. Cross Selling Review current policy lists to identify account rounding/cross selling opportunities. Sales Process
Conduct thorough needs analysis/risk backssment to uncover prospects/clients' unique coverage needs. Prepare proposals and presentations using marketing resources.
Provide consultative advice in key risk areas. Identify and close potential cross-sell opportunities. Client Management Maintain consistent/high quality touch points by phone and face to face with clients. Champion the proper advocacy of claims. Support Client Management team in identifying and closing rounding opportunities. Pipeline Management Identify prospects for business from existing and prospective clients. Obtain referral leads from existing clients. Identify and pursue cross-selling opportunities. Participate and
take leadership roles in targeted community and professional associations.
Job Requirements: Bachelor's Degree in Business, Accounting, Finance or related discipline preferred; Active Property & Casualty insurance license with a minimum of two years' experience as a P&C sales producer and/or account manager; Experience working with Applied Epic and PL Rating preferred; Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional; Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling; Ability to identify and leverage essential information and think in a critical and logical manner; Ability to work in a client-centric strategic and decisive manner according to tight deadlines; Computer and technical proficiency; Excellent written and verbal communication skills; Detail oriented with the ability to prioritize and multitask.
Requirement: Full vaccination against COVID-19 is required as a condition of employment, unless a legally required exception applies.
Columbia Bank and its affiliates is an Equal Opportunity Employer Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities PDN-9ad3ca06-3b0d-42da-8b42-6635d6edc3cc
capabilities, strategically cross-selling products aligned with clients' needs and introducing technical specialists, as required, to attain and retain the business.
Job Responsibilities: Commercial Business Development Communicate with potential clients to provide quote proposals.
Conduct thorough needs analysis/risk backssment to uncover prospects/clients' unique coverage needs. Provide consultative advice in key risk areas. Review current policy lists to identify account rounding/cross selling opportunities. Identify and close potential cross-sell opportunities. Client Management Maintain consistent/high quality touch points by phone and face to face with clients. Champion
the proper advocacy of claims. Participate in stewardship meetings. Support Client Management team in identifying and closing rounding opportunities. Account Management Collaborate with account managers to create and maintain client account files.
Insurance Policy Management Proactively develop relationships with company commercial lending team to create a seamless process for providing policy quotes to new and current clients. Pipeline Management Identify prospects for business from existing and prospective clients. Develop new relationships with individuals responsible for insurance and risk management decisions. Obtain referral leads from existing clients. Identify and pursue cross-selling
opportunities. Participate and take leadership roles in targeted community and professional associations.
Job Requirements: Bachelor's Degree in Business, Accounting, Finance or related discipline preferred; Active P&C insurance license with a minimum of two years' experience as a commercial lines sales producer; Experience in the following market sectors preferred: real estate development, construction, industrial property, and multi-family dwellings; Experience working with Applied Epic preferred; Professional designations such as Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), and Certified Insurance Counselor (CIC) preferred; Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional; Ability to identify and leverage essential information and think in a critical and logical manner.
Computer and technical proficiency; Excellent written and verbal communication skills; Detail oriented with the ability to prioritize and multitask. Requirement: Full vaccination against COVID-19 is required as a condition of employment, unless a legally required exception applies. Columbia Bank and its affiliates is an Equal Opportunity Employer Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities PDN-9a22e4aa-d79d-4acc-a02f-c377efd46ec9
