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Field Sales Specialist
CNA Financial Corporation
Boston, MA, United States
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Description
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Position Summary
The Field Sales Specialist is responsible for providing marketing technology and underwriting support as required by targeted client agencies. Drives business production and develops profitable growth opportunities with current and new distribution partners. The territory for this role includes but is not limited to Massachusetts, Maine, and New Hampshire.
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
Establishes and achieves production and profitability goals within the local territory for small business by identifying key agents new business opportunities and new agency appointments. AdditionalIy identifies emerging channels - aggregators brokers eBusiness banks etc.
Promotes the use of CNA Sales & Service Center as a distribution option.
Promotes and sells CNA business technology. Acts as local agency advocate for CNA communications customer feedback and technology issues.
Responsible for the profitability of assigned small commercial agency plant.
Performs the following distribution management duties to include: New distributor prospecting appointing contract execution and onboarding. Recommend and communicate corrective action including distributor termination.
Performs all or some of the following underwriting duties as required: Reviews applications and financial requirements for risk selection. Determines acceptability of risk within their letter of underwriting authority.
Gathers and relays competitive market intelligence and conducts rate review analysis as required.
Responsible for auditing agents that have underwriting and pricing authority to ensure compliance to company policy.
Skills Knowledge and Abilities
1. Strong technical expertise sophistication and independent judgment to manage business relationships with distributors and individual business units.
2. Solid insurance industry knowledge as it applies to business development and determining business opportunity.
3. Strong verbal written and presentation skills with the ability to effectively interact with internal and external business partners.
4. Creativity in resolving issues and problems.
5. Results-oriented with the ability to develop tactical strategies and business plans which support organizational vision and goals.
6. Knowledge of Microsoft Office Suite as well as other business-related software.
7. Ability to travel.
8. Ability to work independently and remotely in the assigned territory to achieve results with limited supervision.
Education and Experience
1. Bachelor's degree or equivalent.
2. Typically a minimum of two to five years multi-line P&C commercial underwriting experience is preferred in addition to experience in insurance sales or marketing.3. Requires a basic understanding of P&C commercial lines risk qualification with an insurance carrier or agency.