The Commercial Lines Advisor is responsible for the establishment and development of new clients for EM Ford & Company from lead generation to close. The objective is attained by developing significant new business clients, building relationships with potential and network resources and cross-selling the EM Ford & Company services to current customers. Revenue generation and client satisfaction is achieved by working with support teams in line with EM Ford & Company’s vision and values. 

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Retirement Plan

• Core Values
• Integrity | It all starts here
• Excellence | Striving for it daily
• Team | We work for each other
• Growth | Focused on our future
• Sales, service and/or insurance industry experience
• Self-starter and team player who is open to feedback and can set priorities and meet defined goals
• Adapts quickly to new technologies and products
• Has a mindset for continually learning and improving
• Ability to effectively communicate and build long-term relationships
• Insurance license must be obtained within the first 60 days of employment; employer will cover all licensing costs

 

Preferred

• 3+ years of sales, service and/or insurance industry experience
• Bachelor’s degree or equivalent applicable work experience

 

Screening

• Must complete a Pre-Employment Behavioral Assessment to analyze job compatibility

• Understand EM Ford’s RiskGuide Process to develop risk management plans and solutions for prospects and clients
• Develop and maintain a book of commercial lines clients in accordance with predetermined goals by identifying prospects and taking them through the sales process
• Examine prospects to determine insurance and risk management needs by following EM Ford’s model
• Prepare and present proposals for risk management plans and insurance coverages for prospects and existing clients
• Understand and interpret policy documents, and identify potential risks a prospect and/or client may be exposed to
• Maintain relationships and knowledge of existing accounts and coverages to retain current clients upon renewal
• Effectively communicate and build long term relationships with carriers, clients, applicable industry associations and colleagues both verbally and in writing
• Demonstrate sales aptitude, including consultative selling in order to create desired outcomes
• Self-motivated to pursue and close sales
• Identify market trends to provide input into EM Ford’s overall marketing strategy
• Demonstrate the ability to work within a team selling environment
• Utilize strong time management and organizational skills
• Achieve monthly, quarterly and annual goals
• Maintain a consistently healthy pipeline of new business
• Other duties as assigned