(206) 594-1126 / (855) 974-4100
careers@morelandagency.com
Personal Lines Risk Advisor
About Moreland
Moreland is privately owned and headquartered in Seattle, Washington. The company began as an affiliate of Windermere Real Estate to help protect the interests of their franchise owners, agents, and their clients. Moreland has grown into a full-service independent insurance agency serving the Western United States, focused on providing a superior insurance experience.
We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help individuals evaluate their risks and develop solutions tailored to their needs.
About the Role
This is a sales-driven role focused on pursuing and closing new Property and Casualty accounts. Success in this position requires strong communication skills, in-depth knowledge of personal lines insurance products, and the ability to manage and retain assigned clients. The role also offers the opportunity to collaborate with Windermere Real Estate offices and brokers.
We are the perfect fit if you...
- are seeking an opportunity with unlimited earning potential
- are seeking a progressive work environment at a rapidly growing organization
- seek opportunities to build your network and develop leads
- are well organized and maintain a well-established follow up process
- have great verbal and written communication
- possess the ability to work independently, applying education and professional experience to achieve outstanding results
- believe in integrity and building success by developing relationships with others
Essential Duties & Responsibilities
- Prospect for business based on your networks, connections and communities
- Network and develop leads, referral sources and a circle of influence via phone, face-to-face and social media efforts
- Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records
- Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
- Follow Moreland best practices and standard operating procedures
- Meet Quality Assurance requirements and other key performance metrics
- Promote Moreland and the insurance industry in the community
- Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc
- Build sustainable relationships by interacting in a professional and caring manner
- Perform other specific duties and projects as assigned by agency management
Qualifications
- 2+ years’ of recent property and casualty selling or related B2B or B2C sales experience
- Proven ability to pursue and close sales
- Experience cold calling
- Proficient in Microsoft Office products
- Strong oral and written communication skills
- Strong attention to detail with excellent time management and decision-making skills
- Prior experience in customer service, e.g. hospitality, retail sales, preferred
Education, Licenses and Certifications
- Bachelor’s degree or equivalent combination of education and experience
- Active Property and Casualty Insurance Producer license
- Professional designation (CPCU/CIC/CISR) preferred
Salary and Benefits
- Exact compensation may vary based on skills, experience, and location
- Base salary plus commission
- Bonus eligible
- Medical, Dental and Vision
- Generous PTO
- Sponsorship of producer licenses and CE
Required Travel: Up to 50%
Job ID: PLPEW25
Please reference the above Job ID number when applying for this open position with Moreland. Thank you
Moreland is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
Apply Now
Call:
(206) 594-1126
Fax:
(509) 505-5566
Email:
insurance@morelandagency.com