Insurance Consultant

Rapidly growing consulting firm in Raleigh, NC is looking to add an M &A Insurance Consultant to their team. You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients. possibility of future remote work being authorized *Fulltime*

Responsibilities:

• Present and sell insurance policies to new and existing clients
• Develop and calculate suitable plans based on clients' needs
• Resolve client inquiries and complaints
• Expand business reach through networking techniques
• Comply with insurance standards and regulations
• Track and identify areas of improvement
• Requires equal aptitude and enthusiasm executing critical operational as well as sales functions
• Complex analysis of and in-depth understanding of insurance client functional business and financial data that enable a valuation of client’s business to be executed
• Collaborate with project team members to include other data analysts and technical/database leads providing insights into data issues driving client valuation.
• Prepare financial reports regarding valuation pursuant to strategic partners’ demands/requirements.
• Perform client-specific tasks from time to time as the team requires
• Prepare rigorous financial analyses and financial models on Excel based spreadsheets.
• Perform sales activity including but not limited to calling potential clients and buyers and tracking said activity.

Qualifications:

• Previous experience in insurance, customer service, or other related fields
• Ability to build rapport with clients
• Strong negotiation skills
• Excellent written and verbal communication skills
• Ability to prioritize and multitask
• Contribute to data visualizations and reporting and communicate clearly to technical and non-technical audiences.

• Direct and oversee complex issue resolution in a cross-team environment.

• Understand insurance agency industry and data management processes to include business and transformation rules and data consuming systems

• Great interpersonal communication skills and understanding.

• Must be able to thrive in a very flexible, changing and dynamic environment.

• Bachelor’s Degree in Information Systems, Mathematics, Finance or a related technical discipline is preferred. Technologies: SQL, Oracle, Microsoft Office, Excel
  
  Minimum Years relevant experience – 3 Years insurance agency industry experience is preferred and is a big plus, but not required. M & A Insurance experience is also preferred and is a big plus, but not required.

Energia Consulting Partners, LLC
We are an experienced, independent consulting practice that specializes in all aspects of the sale of an insurance agency with emphasis on the Allstate & Farmers Insurance Company distribution model. Additionally, our professionals offer a wide variety of process delivery for the agency owner which supports all agency operations. Our consultants have over 150 years of experience in the industry with a proven track record of success! * Energia Consulting Partners LLC, seeks to employ the most qualified individual who best matches the requirements for the vacant position. Offers of employment are subject to successful completion of all pre-employment screenings, which may include an occupational health screening, criminal record check, education, reference, and licensure verification. We value diversity and are proud to be an equal opportunity employer. Decisions of employment are made based on business needs, job requirements and applicant’s qualifications without regard to race, color, religion, gender, national origin, disability status, protected veteran status, genetic information and testing, family and medical leave, sexual orientation, gender identity or expression or any other status protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer, or against any individuals who assist or participate in the investigation of any complaint.

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