Insurance Sales Specialist (Licensing not required at time of application)
Job description
Objective
The Sales Specialist (Licensing not required at time of application) role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customer`s needs and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.
The All Lines Sales Specialist is responsible for attaining sales, profitability and service goals for all product lines.
Insurance Sales
· Develops knowledge of the local market dynamics for business development opportunities for all product lines
· Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
· Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers
· Prospects for new business through leads, telephone calls, networking events, trade shows and personal contacts (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups)
· Secures new business through individual effort and established lead methods
· Prepares quotations and applications and delivers effective presentations in order to close sales
· Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
· Conducts sales and review appointments with prospective and current customers
· Meets and exceeds sales goals
Company and Brand Promotion
· Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities
· Participates in events designed to promote brand awareness and educate consumers
Insurance Service
· Retains existing customers by providing industry leading customer experiences
· Ensures completion of requested account and policy updates and changes
· Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues
Knowledge and Skill Development
· Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service and supporting technology
· Participates in continuing education and professional designation programs
Education/Licenses/Designations
· Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty; and Life; (Health is optional)
· Valid driver’s license required
Role Requirements
· Ability to work independently to plan, set priorities and organize work
· Active involvement in the local community
· Demonstrated sales and customer service experience
· Excellent oral and written communication skills
· Demonstrated analytical skills
· Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
· Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
· Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.
Preferred Knowledge/Skills/Education/Designations
· Demonstrated knowledge of insurance concepts and principles
· Demonstrated effective multi-line insurance prospecting and sales experience
Working Conditions
· Non-typical schedules (evenings or weekends) may be necessary on occasion
· General office setting
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- Flexible schedule
Supplemental pay types:
- Bonus pay
- Commission pay
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- In the field
- Office
Ability to commute/relocate:
- Avon, IN 46123: Reliably commute or planning to relocate before starting work (Required)
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Work Location: In person
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