Murphy Insurance Agency, an independent insurance agency focused on servicing the needs of small businesses, families and individuals, is currently searching for an experienced, licensed Financial Insurance Manager to lead our team in servicing existing clients and growing the book of business in the areas of employee group benefits, life, disability and long-term care insurance.
Location: Marlborough
Job Type: Full-Time
Job Responsibilities
- Responsible for overseeing daily operations of the financial insurance department.
- Actively manage, develop, coach and motivate the Financial Insurance team, assuming ultimate accountability for the achievement of the sales goals established for the department.
- Contribute to the attainment of company goals by developing and executing a strategic business plan to assist in achieving sales objectives.
- Identify and develop client prospects.
- Contact current and prospective clients in market area to solicit new relationships, explain coverage gaps, account round and close new business.
- Create proposals; complete and submit applications and related documentation to appropriate markets; create sales presentations for new and renewal business.
- Explain coverage, exclusions and document interactions for future reference in customer management system.
- Review existing client plans at least annually with staff to upgrade accounts and remarket if necessary.
Requirements
Knowledge & Skills Desired
- Strong leadership and team building skills
- Ability to work independently with strong decision-making skills
- Ability to effectively communicate ideas in a clear, thoughtful, organized manner
- Self-motivated with an internal drive for success
- Attention to detail and the ability to organize highly complex information for presentation and review in a professional and accurate manner
- Ability to compose original correspondence, write reports, have effective interaction with people, and to communicate ideas and receive and process information
- Must maintain positive attitude and make every effort to perform in the position with a can-do, upbeat approach
- Effective organizational skills, and ability to respond to requests efficiently
- Excellent Microsoft office and presentation skills
- Understanding of agency workflow procedures, underwriting, sales and service processes
Education & Experience
Must have five years experience in Financial Insurance maintaining and growing a book of business as an Account Manager or Benefits Consultant. Two years supervisory experience or four years in a lead position within an insurance/financial services organization required. Life and Health License is required. Bachelor’s degree in business preferred.
