Agency Sales Representative

Job Description

Job Description

Objective

The Sales Specialist 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.

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.
14 days ago