Inside Sales – Business Insurance (Hickok & Boardman Insurance Group)

Hickok & Boardman Insurance Group is an industry leader in Vermont and upstate New York.

We have been named one of Vermont’s Best Places to Work for five consecutive years.

Hickok & Boardman Insurance Group is an established agency.

We are 200 years old We’re dedicated to providing the best service to our clients, our carriers, our employees, and our communities.

Our employees describe us as “supportive of employees both personally and professionally”.

We are often referred to as the “H Family” because of our positive atmosphere and exceptional teamwork.Hickok & Boardman Insurance Group offers excellent compensation and a progressive benefit package that includes, but is not limited to medical, dental and vision coverages, tuition reimbursement and tuition forgiveness, generous amounts of paid time off and hybrid work opportunities.ESSENTIAL DUTIES AND RESPONSIBILITIES:Maintain and grow existing book of business that is profitable for agency and carriersWork with clients to ensure limit and coverage adequacyWork with team to review, remarket or upgrade existing accounts; ensure complete company submissions and account service, including claims issuesCollect client information in preparation of schedules of insurance, summaries, and renewal proposals.

Review policy change requests and other account activity.

Use each client contact as opportunity for coverage reviewRecommend loss control programsRetain 96% of accounts annuallyAchieve sales objectives as identified in annual Client Advisor sales planIdentify and develop insurance prospects and appropriate markets Contact and qualify prospective clients for the purpose of examining current coverage and determining insurance needsDevelop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent informationRespond to referrals quickly and effectivelyCreate and maintain client or prospect listsDeliver insurance proposals, make sales presentations to prospective and existing clients on new or renewal businessEducate clients concerning agency payment expectations and cancellation proceduresExplain coverage and exclusions; document explanations in AMSMaintain production reports and attend all sales meetings as requiredDevelop long-term relationships with clients and underwritersPromote agency and insurance industry in the communityKeep informed regarding industry information and marketplace changes to continuously improve knowledge and performanceDevelop positive working relationships with clients and company personnelWork as a team with other staff members to achieve production and agency goals Perform other specific duties and projects as assigned by agency managementQUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EDUCATION & EXPERIENCEHigh School Diploma or the recognized equivalent in experience, required3 years of business-to-business sales experience; minimum 3 years of insurance experience, requiredCandidates must hold or be willing to secure the Vermont P Producer’s License TECHNOLOGY SKILLSEPIC/AMS 360 or similar agency management software experience, preferredProficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)OTHER QUALIFICATIONSAble to work independently and enjoy a high degree of interaction with team membersAble and willing to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectivesMaintain a sense of urgency and driven to work with and meet deadlinesDemonstrates effective written and verbal communication, including the ability actively listen and problem solve with minimal assistanceDemonstrates excellent time management and prioritization skillsDemonstrates attention to detail and commitment to a high level of accuracyAble to multitask, prioritize, and use discretion surrounding sensitive informationDemonstrates a professional demeanor and positive attitudePHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.High finger dexterity while typing documents and formsOccasionally lift up to 25lbsMust be able to travel regionally as neededWORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Work is done in a temperature-controlled, non-smoking officeThe noise level in the work environment is usually moderatePart-time remote work may be an opportunity for this positionTHIS DESCRIPTION IS NOT INTENDED TO BE A COMPLETE STATEMENT OF JOB CONTENT, RATHER TO ACT AS A GUIDE TO THE ESSENTIAL FUNCTIONS PERFORMED.

MANAGEMENT RETAINS THE DISCRETION TO ADD OR TO CHANGE THE DUTIES OF THE POSITION AT ANY TIME.Acrisure is committed to employing a diverse workforce.

All applicants will be considered foremploymentwithout attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.

All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.

This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.https://www.acrisure.com/acrisureacastaffprivacynotice/

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