Serving as the face of SVMIC in the dedicated territory while initiating and cultivating prospects and key
relationships essential to growing SVMIC’s policyholder base as well as servicing and retaining existing
policyholders.
Major Duties and Responsibilities (Essential Functions)
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The
requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Serve as the face of SVMIC to policyholders in assigned territory, nurturing relationships with policyholders continually through visits, outings and phone calls, manage and maintain accounts in CRM.
- Responsible for growth and retention goals for their assigned territory.
- Initiate and cultivate prospects and key relationships is essential to grow SVMIC’s policyholder base, turning prospects into policyholders.
- Prepare quotes and proposals and develop and deliver effective presentations to individuals and groups of varying sizes.
- Utilize all resources within the organization to demonstrate SVMIC’s value proposition to prospective policyholders.
- Solicit referrals for new business through various mediums including calls, visits, referrals, social media, technology, etc.
- Meet or exceed established monthly minimum goals for number of calls, meetings, and sales goals, moving the pipeline in CRM.
- Prepare and deliver renewals.
- Develop and effectively present presentations to individuals and groups of varying sizes.
- Work with marketing to determine appropriate conferences and seminars to attend and appropriate marketing campaigns in assigned territory.
- May begin to research and recommend new ideas in market to increase brand recognition.
- Coordinate and convey needs and requests of policyholders with various SVMIC departments based on request. This function requires a thorough understanding of functional areas of SVMIC to ensure efficient use of resources.
- Partner with Underwriting on renewal data formulation.
- Attend Underwriting Committee meetings as required.
- Participate in professional development activities and maintain professional affiliations, attending and actively participating in state and society meetings as required.
- Effectively represent SVMIC at conferences and seminars as required.
- Participate in cross-functional teams.
- Meet or exceed supervisor’s expectations for productivity, quality, continuous improvement, and goal accomplishment.
- Contribute to SVMIC’s success by identifying opportunities and making recommendations that may lead to improved processes.
- Regular and predictable on-site attendance required.
- Ability to work remotely as business needs dictate.
- Available to travel by various means (this includes air travel) as business needs dictate.
- Complete special projects and other duties assigned.
Skills and Abilities Required
- Effective interpersonal skills and the ability to work independently and recognize when and how to effectively collaborate with others.
- Excellent public speaking and negotiation skills.
- Proficient with Microsoft Suite of Products, Outlook Word, Excel and a variety of software programs.
- Highly focused with excellent analytical and critical thinking skills.
- Ability to efficiently manage multiple, complex projects.
- Ability to research, read, comprehend, analyze, apply and distill large amounts of complex information into useful tools, presentations and/or conversations.
Education
- Associate Degree or equivalent combination of education and relevant experience.
- Bachelor’s Degree or equivalent combination of education and relevant experience.
Relevant Experience
- Minimum 5 years of sales, customer service/account management experience.
- General or professional medical liability insurance customer service/account management experience preferred.
- A thorough understanding of MPL insurance industry terminology is required.
License and Professional Designations
- Certified Medical Practice Executive (CMPE)/Associate in General Insurance a plus.
- Appropriate licensure in assigned jurisdictions maintained in good standing. Obtained within 90 days of hire.
- Valid Driver’s License required (unrestricted status).
Degree of Supervision
None
SVMIC's mission is to protect, support, and advocate for physicians and other healthcare providers. As a mutual company, our vision is to be the premier provider of medical professional liability insurance, education, and support in the markets we serve. SVMIC is owned by its policyholders, and all its activities and strategic priorities focus on achieving its mission and vision. For more information, visit www.svmic.com.
SVMIC is an equal opportunity employer, and we value diversity of all kinds.