Commercial Insurance Sales Representative-Northern Wisconsin

  • Pharmacists Mutual
  • Green Bay, WI, United States

Job Description

Pharmacists Mutual has an opening for a Field Representative. Responsible for sales, member retention and helping grow the organization through various marketing techniques. Field Representatives are responsible for representing the Company in a professional manner that reflects positively on the Company's corporate values. 

Essential Functions

Essential functions may include, but are not limited to the following:    

  • Direct multi-line insurance sales /service to Pharmacists and other targeted markets in assigned territory.
  • Prospect and generate new business through leads and referrals.
  • Conduct policy reviews and update policies.
  • Provide quality member service that ensures file quality, timely coverage and needs analysis with detailed documentation supporting conversations and decisions.
  • Prequalify new business risks for adherence to Company underwriting guidelines.
  • Attend meetings and conventions as determined by sales team leader.
  • Communicate with and provide information to company personnel for proper risk assessment and placement.
  • Achieve set production goals.
  • Portray a professional image through proper appearance and actions.
  • Drive a vehicle for extended periods as the main method of transportation in the assigned territory.

Knowledge, Skills and Abilities

  • Thorough knowledge of principles and practices of insurance and sales.
  • Ability to build relationships and persuade and influence others.
  • Recognize questionable coverage or contract situations which may necessitate management involvement.
  • Ability to deal with confidential information.
  • Follow oral and written directions.
  • Determine when and how to escalate concerns to the appropriate level of management.
  • Contribute effectively to the accomplishment of team or work unit goals, objectives and activities.
  • Establish and maintain effective working relationships with those contacted in the course of work.
  • Correct English usage, spelling, grammar, vocabulary and punctuation.
  • Analyze complex issues and make critical decisions.
  • Read, interpret and input data efficiently and accurately.
  • Communicate effectively with others (oral and written).
  • Ability to provide effective member service.
  • Ability to organize and prioritize work.
  • Work independently and use initiative.
  • Ability to handle multiple tasks at once.
  • Meet definite deadlines and deal with pressure situations.
  • Utilize computer and related software effectively.
  • Must possess high level of self-discipline, energy, initiative, empathy, and persuasive drive.
  • Work will involve travel to attend meetings or service members at other locations for 50 percent or more of the time. 

Experience and Education Qualifications

  • High School Diploma or equivalent and 5 years of related experience; or
  • Associate's Degree or equivalent and 3 years of related experience; or
  • Bachelor's Degree and 2 years of related experience 

Special Requirements, Licenses, and Certificates

  • Must possess and maintain a valid driver's license
  • Must possess Property & Casualty insurance licenses prior to the start of employment
  • Must possess Life & Health licenses or obtain within 60 days of hire


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