We are currently seeking a Small Business Advisor to develop and maintain a book of business by soliciting, developing, marketing and selling new and renewal business in accordance with applicable state insurance regulations for current and future product lines.
Key Accountabilities
Key Accountability 1: Client Advisory and Planning
- Determine clients' unique needs and financial situations with a thorough review of present coverage and investments and discussion of long-term goals
- Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation
- Complete coverage by delivering policy and planning future follow-up visits and evaluations of needs
Key Accountability 2: Operations and Service Delivery
- Obtain underwriting approval through a completed application for coverage
- Process insurance policy renewals
- Service the agency product lines and handle various types of customer service matters
Key Accountability 3: Collaboration and Professional Development
- Partner with other business line sales partners on sales strategies, joint calls, opportunity sharing, and work collaboratively toward a common goal
- Commit to continuous learning by participating in educational opportunities, maintaining network, and participating in professional organizations
- As a member of the team, other duties may be assigned in order to fulfill Bremer’s mission, vision, and strategic plan objectives
Key Competencies for Position
- Delights Clients: Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
- Compelling Communication: Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
- Makes Decisions & Solves Problems: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences.
- Personifies ONB Culture: Consistently demonstrates Old National's culture and values in daily interactions. Places the organization's goals before individual or team goals. Demonstrates the desire to be part of something beyond themselves by investing time, heart, and expertise to help clients and communities thrive.
- Strategy in Action – Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identified opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals.
- Develops Talent – You own your own development and your career. Actively assesses self feedback to enhance knowledge, skills and behaviors. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles.
- Promotes Change – Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance.
- Leads Inclusively: Seeks awareness of various cultures, backgrounds and perspectives while exploring your own natural biases. Seeks divers information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g. social norms, decision-making approaches, and preferences). Advocates for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses.
Qualifications and Education Requirements
- A combination of education and experience which enables the incumbent to be successful in the role is generally acquired through the attainment of a college degree and 2 years of proven sales results.
- Candidates must be licensed to sell property and casualty or able to obtain licensing within 60 days of hire.
- Extensive knowledge of various insurance products and policies
- Ability to determine best insurance policy for individual clients
- Excellent interpersonal and sales skills
- Ability to identify and contact prospective clients
- Excellent written and verbal communication skills with internal and external customers
- Ability to regularly drive across Bank’s footprint to Banking Center locations, customer and prospect sites and to meet in person with sales team, bank partners
- Ability to present a professional image and demeanor to internal and external customers
- Ability to effectively present information and response to questions from groups of employees, managers, and/or customers
- Multi-task and maintain an optimistic outlook in a fast-paced work environment
- Accept and implement changes with processes, people, and circumstances exhibiting a positive approach to each situation
- Provide exceptional service to all customers and personalize interactions
- Interpret and carry out objectives furnished in written or oral form and a demonstrated commitment to act within industry standards
- Read and interpret safety rules, operating and maintenance instructions, and procedure guidelines and manuals
- Proficient in Microsoft Office Suite and ability to operate standard office equipment
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
