Insurance Sales Specialist

Job Description

Job Description

Benefits :

• Growth-Oriented Environment
• Career Advancement Opportunity
• Competitive salary
• Flexible schedule
• Training & development

Agency Overview

Our team works in a growth-oriented environment. We work together to provide the best service and build strong relationships with clients and each other.

We believe in being accountable and striving for excellence in all aspects of what we do. We love to WIN!

Company Overview

We believe our team is our most valuable asset, and their ideas and experiences matter. We have a growth-oriented culture and are looking for individuals that have natural drive with big goals, personally and professionally.

If you know you would like to run your own business but currently don't have the experience or the capital, this is a great spot for you.

Job Summary

The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customers' needs, and matches them with appropriate product and service offerings.

Promotes brand awareness through participation in agency and community events.

Insurance Sales

• Develops knowledge of the local industry and market dynamics for business development opportunities
• 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, 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 agricultural industry 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 are or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology
• Participates in continuing education and professional designation programs

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.

Working Conditions

• Monday-Friday 8 : 30am to 5 : 00pm
• General office setting
5 days ago