Consultative Sales: Build a network of professional contacts and develop potential clients. Search for new business opportunities by networking, phone calls, cold calling, social media, personal contacts, and association events.
Business Knowledge: Comprehend news and data regarding the economy, court trends, and compliance components and how those relate to risk for an organization. Continually invest time in learning and studying business acumen skills and risk management trends.
Relationship Development: Build and maintain relationships with insurance carriers through networking and effective communication. Actively participate in community involvement opportunities to develop and grow a professional network.
Collaboration and Teamwork: Establish a collaborative working relationship with team members for effective performance throughout the sales process. Collect financial and business data for the support team to include in proposals.
Communication and Negotiation: Deliver executive-level presentations explaining PDCM’s products and differentiating qualities. Maintain a thorough understanding of all PDCM products. Explain proposals, pricing, and processes to clients and effectively troubleshoot potential claims inquiries.
Analytical: Investigative approach to examining financial data and the ability to explain financial instruments. Thoroughly research and investigate client data and documentation.
Qualifications:
Degree in business, communications, or related field or equivalent experience.
Strong written and verbal communication skills.
Ability to work independently with strong organizational and time-management skills.
A self=starter, imaginative, and creative.
Adaptable to the changes in our industry and with our clients’ needs.
The ability to obtain and maintain a State of Iowa insurance license.
Ability to travel to client meetings and community events.
PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa.
