Overview

To successfully meet corporate unit sales quotas by selling multiple lines of Property & Casualty insurance to new and existing Paychex clients in the target market of 1-9 employees.

• Generates sales units to meet or exceed sales quotas through effective telesales methods.
• Cultivates and develops a business / sales referral network from other sales divisions within Paychex.
• Performs insurance needs analysis for prospects and clients to provide solutions to insurance needs.
• Works with insurance carrier underwriters to develop business relationships to write profitable business and professionally manage mutual objectives for PIA.
• Performs underwriting of business risks in accordance with insurance carrier guidelines.
• Writes up and processes sales contracts in a professional manner and in accordance with PIA operations guidelines.
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