Insurance Agency Sales Professional

The Bar Plan in St. Louis, MO provides solo, small and mid-sized firms with lawyers' professional liability insurance, business coverage, risk management, award-winning CLE and other essential insurance products and management services. The Bar Plan was born out of a crisis in the lawyers' professional liability (LPL) insurance market. When other carriers left the market, The Missouri Bar realized that Missouri attorneys would be in dire need of a stable, financially secure source for LPL insurance. Stepping up to fill the void, The Bar Plan was created and now proudly also serves Indiana, Kansas, New Mexico, and Tennessee.

The Insurance Sales Representative is primarily responsible for driving new business growth while expanding and strengthening client relationships and promoting The Bar Plan’s full suite of insurance products and services. This role serves as a key ambassador for the organization through proactive outreach, strategic networking, consultative sales efforts, client engagement, and participation in conferences and events throughout our service territory.

The ideal candidate has prior insurance industry experience, strong relationship-building skills, and a passion for helping professionals protect their businesses and practices. This position requires attendance at approximately 75% of company conferences, events, and related engagements, along with active participation in networking opportunities throughout the region.

Develop and maintain relationships with current and prospective clients through phone, email, virtual meetings, and in-person visits.

Educate attorneys and law firms on available insurance products and services.

Conduct proactive outreach regarding policy renewals, coverage options, and new products and services.

Participate in networking opportunities to increase brand awareness and generate qualified leads.

Collaborate with underwriting, claims, and other internal teams to ensure a seamless client experience.

Maintain accurate records of client interactions, opportunities, and sales activities within the CRM system.

Monitor sales pipelines and follow up on leads to ensure timely communication and exceptional service.

Develop a thorough understanding of The Bar Plan's insurance, surety, and risk management offerings.

Stay informed of industry trends, insurance products, and regulatory developments affecting attorneys and law firms.

Adhere to compliance, regulatory requirements, and company standards in all interactions.

Bachelor's degree in Business, Marketing, Communications, Insurance, or a related field preferred; Proven experience in sales, business development, account management, or client relationship management.

Proficiency in CRM software and Microsoft Office Suite.

Personal Attributes

Health insurance (majority of employee premium paid by the company)

Dental insurance (company-paid)

Vision insurance (majority of premium paid by the company)

Employee Assistance Program (EAP)

Hybrid work environment