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Director of Business Development
SWBC
Dallas, TX, United States
Job Details - this job has expired, please see similar jobs below
SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm.
Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.
SUMMARY
Business Development leader with primary responsibility of establishing a Commercial Insurance sales presence in the DFW market for SWBC Insurance Services. Leverages experience and professional network/contacts within the marketplace to sell to commercial insurance accounts; maintains current knowledge of coverages and trends; performs risk analysis for preparing proposals; and performs other duties to meet production goals.
ESSENTIAL DUTIES
• Develops new production, proposals and consultation to sell new accounts to meet or exceed production goals as jointly established with agency owners.
• Maintains a current level of knowledge on forms, coverage changes, selling trends and techniques through company bulletins and circulars, agency selling aids, and by attending sales seminars, company sales meetings, or educational activities.
• Performs comprehensive risk analysis surveys for all commercial accounts by obtaining sufficient information regarding a risk to allow the commercial service/marketing staff to prepare a proposal.
• Meets joint agency/producer defined standards for new business solicitation, ex-dating and production as well as assigned or existing client service.
• Renews existing business by developing new coverage, expanding existing coverage and identifying cross-selling opportunities to meet or exceed production goals as jointly established with agency owners.
• Monitors all leads and expiration dates and promotes products of carriers that the agency has identified as important.
• Processes complete applications and loss summaries by making price recommendations, ensuring the risk factors, following agency defined coverage, limit and proposal format requirements, reviewing for accuracy prior to delivery and ensuring policies are delivered on a timely basis.
MINIMUM REQUIREMENTS
• Must have a Bachelor’s Degree in Business, Management, Finance, Marketing, or related field or equivalent experience.
• Must have a current Texas Insurance License.
• Must have at least three to five (3-5) years of commercial lines insurance sales or related experience.
• Must have a working knowledge of insurance forms, coverage and rating.
• Must have excellent communication, presentation and organizational skills.
• Must be proficient in Microsoft Word, Excel, PowerPoint, Outlook and Access.
• Must have a strong understanding of Internet concepts and principals, both from an application and technology perspective.
• Must have strong planning, project management, analytical, and quantitative skills.
• Must be able to work independently and exercise sound judgment under minimal supervision in an outside sales work environment.
• Must be able to travel locally and nationally.
• Must be able lift and/or push carts carrying 10-20lbs of presentation materials or audio/video equipment and stand for long periods of time while conducting sales presentations.
ADDITIONAL INFORMATION
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users.
SWBC offers an excellent employee benefits package that includes: 401(k) with company match, medical/dental, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Only those candidates who meet the minimum requirements need apply.