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Title

Sales Executive 

Description

A Producer’s main responsibility is to find, engage and develop contacts with new clients and retain quality customers for The Graham Company. In addition, Producers work closely with Account Managers, Claims Consultants and Surety on the renewal of their existing accounts.
Candidates with a background in Health & Human Services preferred.

Job Responsibilities include:

  1. Develop Quality Accounts: A Producer should solicit accounts that meet Graham Company underwriting and revenue criteria. Subsequently, the Producer will be responsible for producing minimum annual revenue amounts.
  2. Prepare Survey and Analysis on New Business: With few exceptions, the Producer will use independent discretion and judgment to prepare and present a Survey and Analysis of a prospect’s current insurance policies.
  3. Market Account in First Year: On new business, the Producer has the responsibility to use independent discretion and judgment for preparing an Underwriting Submission, as well as marketing the account to insurance companies. The Producer is also responsible for preparing and presenting the written proposal to the insured.
  4. Work with Account Managers throughout Renewal Process: The Producer should work with Account Managers to be sure that accounts are satisfactorily managed through the annual policy period and are being renewed properly and that the broadest coverage is obtained for the insured at a reasonable premium. The Producer should spot-check the Account Manager’s renewals, letters, billings, etc. to be sure his/her accounts are being serviced in a thorough and timely manner.

The Producer is also responsible for supporting the Account Manager to develop a close working relationship with his/her accounts. The Producer works closely with the Account Managers to bond the Account Manager to the account.

  1. Assist in Claims Advocacy Process: The Claims Services Department handles the majority of claims situations. However, in unusual or sensitive claim situations where the Claims Services Department requests the assistance of the Producer, the Producer should work with the insured and/or the insurance carrier. Producer also assists in evaluating trends and identifying ways loss performance can improve.
  2. Collection of Premiums: The Producer has the ultimate responsibility for the collection of premiums on an account.
  3. Additional Services: The Graham Company may request the Producer’s services in connection with assignments not directly related to the job of the Producer. Such occasional assignments (e.g., acting as an insurance company liaison) are construed to be for the general good of the agency.
  4. Pursue a program for personal and professional development and maintain appropriate state licenses.
  5. Perform other duties and projects assigned by The Graham Company managerial personnel.
  6. Attend meetings relating to your position.
 
Position Requirements
  1. College degree.
  2. 5+ years business experience; knowledge of the technical operations of an insurance agency preferred.
  3. Ability to exercise independent discretion and judgment.
  4. Excellent management skills and ability to deal with people.
  5. High level of organizational ability.
  6. Demonstrated sales skills.
  7. High degree of self-discipline and motivation.
  8. High degree of intelligence with excellent verbal and written communication skills, as well as math skills.
  9. Ability to manage an Administrative Assistant.
  10. Holds required and appropriate insurance agent’s license.
  11. Professional demeanor.
  12. Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.
  13. Maintain a valid Driver’s License or alternate efficient and effective means to visit clients/prospects.
  14. Proficient in Graham standard computer applications.
  15. Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. Drugs include prescription medications (including medical marijuana) that might impact an employee’s ability to safely perform their job.
 
Full-Time/Part-Time Full-Time  
Position Sales Executive  
Exempt/Non-Exempt Exempt  
Location Philadelphia  
About the Organization The Graham Company is an insurance and employee benefits broker that partners with business owners in high-risk industries like construction, manufacturing, distribution, chemical, health and human services and others, to prevent losses, train high-risk employees, manage claims, and tailor-fit insurance programs that will adapt to your risks as your business evolves.

Traditionally, brokers focus on policies and respond only when situations arise. We believe that effectively managing your risk requires a proactive approach, starting with a comprehensive risk analysis and workforce education. We labor over policies, and commit ourselves to rectifying the risks that may leave a company exposed.
 

This position is currently accepting applications.

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