BIA Account Executive - Personal Lines Sales

Posted 3 Days Ago
Be an Early Applicant
4 Locations
Entry level
Insurance
The Role
This role involves contacting prospects and clients to provide consultative advice on personal insurance coverage. Key responsibilities include preparing proposals, calculating premiums, advising customers on coverage, achieving sales goals, managing accounts, and maintaining accurate documentation. Opportunities for training and development are provided to build a career in the insurance sales industry.
Summary Generated by Built In

Bearingstar Insurance, a member of the Arbella Insurance Group, is one of the leading property and casualty insurance providers in Massachusetts and Connecticut writing over $100 million in premium. Bearingstar possesses a dynamic culture that has an independent agency feel along with the strength and resources of a large parent company. This allows us to offer highly competitive salaries, bonus and incentives above commission, excellent benefits, and great training and development programs.
We are always looking for motivated and self-driven individuals to join our sales team to help Bearingstar achieve its goal as being the top sales agency in our region. This is a great opportunity for an individual to build a sales career while contributing to the development of a large growing agency.
Insurance experience is not required. We are looking for people who have strong community ties, professional networks, and personal relationships. Successful candidates have come to us from a variety of other careers including mortgage lenders, real estate agents, banking and other financial institutions as well as the military.

Key Responsibilities

  • Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages

  • Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures.  Collect premium deposits and record payments 

  • Assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities

  • Counsel & advise customers including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries. Provide customer service & support within the agency on an “as needed” basis. 

  • Achieve established sales production goals 

  • Ensure new business is consistent with the agency’s standards for acceptable business as this impacts agency loss ratios and profitability 

  • Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts 

  • Update the agency management system fully to document client interactions to ensure service team can understand what’s going on and to protect agency from E&O issues 

  • Properly follow established workflow and documentation standards 

  • Follow up on Suspense Items in a timely manner 

  • Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy 

  • Prepare regular reports detailing sales and other activities as requested 

  • Maintain proper insurance licensing 

  • Responsible for maintaining positive relationships with customers and co-workers 

  • Perform other related duties as assigned

The Company
HQ: Quincy, MA
927 Employees
On-site Workplace
Year Founded: 1988

What We Do

Founded in 1988 in Quincy, Massachusetts, Arbella provides affordable car, home, and business insurance in Massachusetts and Connecticut, and business insurance in New Hampshire and Rhode Island. Our vision is to be the best property and casualty company in the Northeast. Period. We are proud to be consistently recognized as one of the Best Places to Work by the Boston Business Journal. We think you’ll find Arbella to be a different kind of insurance company – one that does good for our employees, our customers, our independent agents, and our communities. Our people are caring, collaborative, passionate, and involved, and we work hard to support their total well-being.

Arbella is a good place to be. Come explore what it can be for you.

Arbella. Here. For Good.

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