Employment with Brooks, Todd & McNeil

Join a winning team! We are always looking for top talent to join our team of professionals. Our current job openings are listed below.

Personal Lines Sales Executive

Position Overview:

We are seeking an experienced and dynamic Personal Insurance Sales Representative to join our team. The ideal candidate will have a proven track record of success in the field of personal insurance sales, with a minimum of 5 years of experience. This role requires a proactive individual with excellent communication and interpersonal skills, coupled with the ability to effectively cold call and generate leads. As a Personal Insurance Sales Representative, you will play a critical role in expanding our client base and driving revenue growth.

Responsibilities:

1. 1. Sales Strategy and Prospecting:

• Utilize your extensive experience in personal insurance sales to develop and execute a comprehensive sales strategy.
• Identify and target potential clients through cold calling, networking events, referrals, and other strategic approaches.
• Research and understand potential clients’ needs and risk profiles to tailor insurance solutions effectively.

2. 2. Client Relationship Management:

• Build and nurture strong, lasting relationships with prospective and existing clients.
• Serve as a trusted advisor by providing expert guidance on insurance products and coverage options.
• Conduct thorough needs assessments to recommend appropriate insurance solutions that align with clients’ personal objectives.

3. 3. Sales Presentation and Negotiation:

• Complete applications thoroughly and accurately
• Prepare and deliver persuasive sales presentations to potential clients, highlighting the benefits and value of our insurance products.
• Address client inquiries and concerns while showcasing in-depth industry knowledge and understanding of insurance policies.
• Skillfully negotiate terms and coverage to ensure mutually beneficial agreements between clients and the company.

4. 4. Lead Generation and Cold Calling:

• Leverage your cold calling experience to generate a steady stream of qualified leads.
• Implement effective cold calling techniques to initiate conversations and introduce insurance solutions to prospects.
• Document all interactions, lead progress, and sales activities in the CRM system accurately.

5. 5. Collaboration and Reporting:

• Collaborate with internal teams, including underwriters and claims specialists, to create customized insurance proposals that meet client needs.
• Provide regular reports on sales activities, pipeline progress, and upcoming opportunities to sales management.
• Participate in team meetings to share insights, best practices, and contribute to the continuous improvement of sales strategies.

Qualifications:

• A minimum of 5 years of proven success in personal insurance sales.
• Demonstrated experience in cold calling and lead generation.
• In-depth knowledge of various personal insurance products, industry trends, and underwriting guidelines.
• Excellent communication, negotiation, and presentation skills.
• Strong interpersonal skills with the ability to build rapport and establish trust with clients.
• Results-driven mindset with a track record of meeting or exceeding sales targets.
• Proficiency in using CRM software and other sales tools.
• Relevant insurance licenses and certifications are a plus (CIC or CPCU preferred)

Benefits:

• 100% paid Health insurance for the Employee
• 100% paid Long term disability insurance
• 100% paid funeral expense life insurance
• 401k with up to 2% match
• Producer Pension fully vested after 13 years
• Paid vacation time
• Draw based upon experience
• Unique 50% equity position on book of business

Personal Lines Marketing Account Manager

The Personal Lines Marketing Account Manager is responsible for remarketing clients within the Personal Lines Department. The candidate will be expected to provide timely, professional service and the ability to counsel clients is a must.  Responsibilities include working within an established time frame, manage all aspects of the placement of business, make recommendations to clients to enhance policy contracts and seek cross sell opportunities, prepare proposals, consult underwriters, and follows up through delivery of policy documents to clients. Opportunity to earn 20% finders fees on cross sold or referred accounts

The candidate should have a minimum of five years experience in the Personal Insurance industry, strong verbal and written communication skills, relationship-building skills with clients and co-workers, ability to work independently as well as in a team setting, High School diploma required, Bachelor’s degree preferred. CT Property and Casualty license required. Continuing professional development is strongly encouraged, which the agency pays for, and professional designations are a plus.Professional industry designations such as CPCU and CIC are also a plus. Growth opportunity/advancement available to the right candidate.

Candidates should submit their qualifications to cchristiano@brookstoddmcneil.com

Personal Lines Account Manager – POSITION FILLED

Personal Lines Account Manager would be in assigned a book of business within our current customer base.

The responsibility include reviewing New business policies, confirming the coverage received is as quoted and welcoming the new client to our agency. Processing annual renewals, endorsements, reinstatements and cancellations.  Daily customer service needs, including billing inquiries, mortgage updates, vehicle changes, and coverage inquiries. Corresponding between the carrier and client’s insurance needs, familiarizing oneself with the various carrier websites. Writing new business for umbrellas, watercraft and antique vehicles. Work closely with the Personal Lines remarketing team assuring the account is able to transfer to a new carrier. Also working with the Personal Lines producers.

Applicant must hold a current P & C license, pursuing continuing education as mandated by the CT Insurance Department. Continuing professional development is strongly encouraged, which the agency pays for. Professional designations are a plus. Applicant must have strong technical skills with Microsoft programs including Word, Excel, and Outlook and experience with internal Management systems is a plus.

Applicants must have a strong background in Customer Service and be comfortable with a Team Oriented work environment.

Commercial Lines Sales Executive

Position Overview:

We are seeking an experienced and dynamic Commercial Insurance Sales Representative to join our team. The ideal candidate will have a proven track record of success in the field of commercial insurance sales, with a minimum of 5 years of experience. This role requires a proactive individual with excellent communication and interpersonal skills, coupled with the ability to effectively cold call and generate leads. As a Commercial Insurance Sales Representative, you will play a critical role in expanding our client base and driving revenue growth.

Responsibilities:

1. 1. Sales Strategy and Prospecting:

• Utilize your extensive experience in commercial insurance sales to develop and execute a comprehensive sales strategy.
• Identify and target potential clients through cold calling, networking events, referrals, and other strategic approaches.
• Research and understand potential clients’ business needs, industries, and risk profiles to tailor insurance solutions effectively.

2. 2. Client Relationship Management:

• Build and nurture strong, lasting relationships with prospective and existing clients.
• Serve as a trusted advisor by providing expert guidance on insurance products and coverage options.
• Conduct thorough needs assessments to recommend appropriate insurance solutions that align with clients’ business objectives.

3. 3. Sales Presentation and Negotiation:

• Complete applications thoroughly and accurately
• Prepare and deliver persuasive sales presentations to potential clients, highlighting the benefits and value of our insurance products.
• Address client inquiries and concerns while showcasing in-depth industry knowledge and understanding of insurance policies.
• Skillfully negotiate terms and coverage to ensure mutually beneficial agreements between clients and the company.

4. 4. Lead Generation and Cold Calling:

• Leverage your cold calling experience to generate a steady stream of qualified leads.
• Implement effective cold calling techniques to initiate conversations and introduce insurance solutions to prospects.
• Document all interactions, lead progress, and sales activities in the CRM system accurately.

5. 5. Collaboration and Reporting:

• Collaborate with internal teams, including underwriters and claims specialists, to create customized insurance proposals that meet client needs.
• Provide regular reports on sales activities, pipeline progress, and upcoming opportunities to sales management.
• Participate in team meetings to share insights, best practices, and contribute to the continuous improvement of sales strategies.

Qualifications:

• A minimum of 5 years of proven success in commercial insurance sales.
• Demonstrated experience in cold calling and lead generation.
• In-depth knowledge of various commercial insurance products, industry trends, and underwriting guidelines.
• Excellent communication, negotiation, and presentation skills.
• Strong interpersonal skills with the ability to build rapport and establish trust with clients.
• Results-driven mindset with a track record of meeting or exceeding sales targets.
• Proficiency in using CRM software and other sales tools.
• Relevant insurance licenses and certifications are a plus (CIC or CPCU preferred)

Benefits:

• 100% paid Health insurance for the Employee
• 100% paid Long term disability insurance
• 100% paid funeral expense life insurance
• 401k with up to 2% match
• Producer Pension fully vested after 13 years
• Paid vacation time
• Draw based upon experience
• Unique 50% equity position on book of business

Business Insurance Sales Assistant – POSTION FILLED

Our agency is growing, and we’re searching for a detail-oriented and personable insurance assistant to keep us organized! Your main responsibility will be supporting our agents so that they can focus on selling. Duties would include

• inputting the Acord application info into our management system along with notes from the producer/client meetings
• obtaining loss runs, prior declaration pages and supplemental applications
• preparing checklists and applications for client to sign
• assisting with binding coverage by updating info in management system and assisting in collecting EFT forms and helping to establish billing
• printing and putting full polices into binders or assisting in emailing documents back to client
• acting as liaison between prospect and producer during marketing/binding phases
• being part of the transition team with handing over the account to the account manager

Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. Ready to assist the team and start making a positive impact on people’s lives? Apply today!

Location: Torrington, CT

Business Insurance Sales Assistant responsibilities

Qualifications

• High school diploma or GED required, Associate’s Degree in business administration or related field preferred
• 2+ years work experience in administrative support, customer service, or insurance industry is preferred
• Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal
• Proficient data entry skills
• Strong computer skills, including standard word-processing programs. Familiarity with agency management systems, especially Nexsure, would be a plus.

Small Business Service Account Manager

Brooks, Todd & McNeil Insurance is looking to hire an organized, conscientious, and enthusiastic Small Business Account Manager with excellent written, verbal, and time management skills. A Commercial Account Manager is in charge of a diverse Book of Business placed with several Standard Carriers and Excess Lines Brokers with a per client threshold of $30k in premium and lower.

Duties include, but are not limited to, processing new and renewal commercial policies; ensuring coverages are correct and appropriate for customer needs, advising clients on available coverages for risks and rounding accounts, providing Sales Executives with information and documentation to support sales, processing endorsements, audits, cancellations, reinstatements, evidences of insurance, and daily customer service needs, such as billing inquiries, change requests, and coverage inquiries.

Applicant must hold a current P&C license and have 3+ years of Commercial Account Management Experience. Applicant must have strong technical skills with Microsoft programs including Word, Excel, and Outlook and experience with internal Agency Management Systems. Applicant must also have a strong background in Customer Service, appreciate following a procedure-based workflow, and enjoy working in a Team Oriented environment. Training on Agency Management System and Agency Procedures will be provided. Opportunity to earn 20% finders fees on cross sold or referred accounts.

Full Time position includes 100% paid Health Benefits, long term disability, funeral expense life insurance, Dental insurance, 401k match, paid continuing education courses as required for maintenance of P&C license, and paid time off.

Large Commercial Lines Account  Manager