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- Prospecting: Utilize Salesforce and other CRM tools to identify and qualify potential commercial insurance prospects within targeted industries and demographics. Create high-impact communication strategies to increase prospect engagement.Â
- Lead Generation: Initiate contact with potential clients through emails, networking events, and marketing campaigns to generate interest in commercial insurance solutions.
- Data Analysis: Analyze prospect data to identify trends, opportunities, and areas for improvement in our sales strategies.
- Lead Management: Maintain and update prospect information in Salesforce, and CRM database ensuring proper follow up and communication throughout the sales cycle.Â
- Communication Strategies: Coordination with the client team in identifying cadences and scopes of pertinent and relevant communication strategies.Â
- Reporting: Generate and present reports on prospecting activities, lead conversion rates, and other key metrics to the sales and management teams.
- Collaboration: Work closely with the Producer to develop and implement effective prospecting strategies and campaigns.
- Market Research: Conduct market research to stay informed about industry trends, regulatory changes impacting the commercial insurance market, competitor activities, and potential new markets to refine lead generation strategies.
- Customer Insights: Gather and analyze customer feedback to improve our prospecting and sales processes.
- Bachelor's degree in Business, Marketing, Finance, or a related field.
- Strong communication skills, sales acumen, business acumen and networking skills.Â
- Proven experience in a similar role, preferably in the commercial insurance industry.
- Proficiency in Salesforce and other CRM systems.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Detail-oriented with a high level of accuracy in data management.
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