Select Customer Relationship Manager jobs in Vallejo, CA

General Description: The Select Commercial Insurance Sales Producer is an outside sales position responsible for driving new business sales revenue growth of commercial business clients ($10mm and under in sales). In addition to cross-selling referrals from other internal business units, this role is expected to establish additional wins through an assigned book of qualified prospects.

Primary Responsibilities:

• Achieve new business sales goals on an annualized basis based on our target market of companies with sales of less than $10mm.
• Create positive synergy and pursue cross-selling opportunities with other practices (Property/Casualty, Employee Benefits, Personal Risk Services) to meet revenue growth targets.
• Generate sufficient new business leads and first appointment activity volume. 
• Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
• Demonstrate proficiency in the discovery process (sales due diligence) and promoting USI’s competitive differentiation, including mastering the use of USI’s presentation templates and supporting OMNI output and associated solution pages.
• Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
• Systematically use CRM to support sales processes, including input of accurate and timely information relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc., to facilitate realistic corporate sales and revenue projections.
• Attend and actively participate in USI University and USI Fast Start sessions.
• Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace.
• Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
• Work collaboratively with the account management team and national/regional resources to maximize results.

Knowledge, Skills and Abilities:

• 3-5 years of experience in insurance brokerage, carrier, or related business to business sales experience, including calling on senior executives and a track record of financial success.
• Must be a personable, highly motivated, goal-oriented and organized individual that is driven to achieve individual sales goals.
• Superior written and verbal communication and presentation skills.
• Excellent organization and follow-up skills.
• Excellent listening skills with a strong customer focus.
• Good teamwork skills with an ability to work with minimum supervision.
• Understand and commit to mutual objectives of the Select Commercial Insurance Practice and Regional Office.
• Ability to work with senior level-management and have a top-level executive presence.
• College degree and current insurance licensing preferred.