Business Development Executive I

PMC Advantage Insurance Services has an opening for a Business Development Executive in Houston, TX. This role is responsible for sales, customer retention and helping grow the organization through various marketing techniques. Business Development Executives are responsible for representing the Company in a professional manner that reflects positively on the Company's corporate values.

Business Development Executive I

• Proven track record of meeting and exceeding production goals and objectives as established.
• Pursues expert knowledge of Company's insurance principles, practices, and products.
• Works to validate production by meeting new business sales goal.
• Works with support from manager and Sr. team members.

Essential Functions

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

• Generate sales and cross-selling opportunities with commercial accounts.
• Prospect and generate new business through leads and referrals.
• Conduct policy reviews and update policies.
• Provide quality customer service that ensures file quality, timely coverage and needs analysis with detailed documentation supporting conversations and decisions.
• Attend meetings and conventions as determined by manager.
• Inspect property, examining its general condition, prequalify new business risks, and communicate with and provide information to carrier personnel for proper risk assessment and placement.
• Obtain and provide information when claims are filed and monitor the claims to ensure they are settled equitably for the client and the insurer.
• Achieve or exceed 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 customers at other locations for 50 percent or more of the time.

Experience and Education Qualifications

Business Development Executive I

• High School Diploma or equivalent and 3 years of related experience; or
• Associate’s Degree or equivalent and 1 year of related experience; or
• Bachelor’s Degree

Special Requirements, Licenses, and Certificates

• Must possess and maintain a valid driver’s license
• Must possess Property & Casualty and Life & Health licenses or obtain within 60 days of hire

Preferred Qualifications

All levels

One of the following insurance related certifications or similar: Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), or Certified Insurance Counselor (CIC)

Physical Requirements/Work Environment

Physical Requirements

• Vision sufficient with correction to read small print in communications, policies and on the computer screen 
• Hearing or other means sufficient to understand conversations in person and over the telephone
• Speech sufficient to make oneself heard in person and over the telephone
• Mobility sufficient to move around in an office setting
• Dexterity sufficient to operate standard office equipment
• Strength sufficient to lift and carry routine office equipment weighing up to 30lbs.
• Endurance sufficient to maintain productivity throughout entire shift
• Physical ability to drive a car for extended periods as the main method of transportation to execute the job as needed

Work Environment

• Primary work environment will involve meeting customers and prospects in their place of business/practice or their homes
• Some work will be performed in hotel rooms and your own home
• Significant travel, often overnight will be required