Sales Specialist - Personal Lines

Job Description

Benefits:

Bonus based on performance

Flexible schedule

Paid time off

Wellness resources

Objective

The Sales Specialist role markets, prospects, and sells American Family Insurance products in a specialized product line. 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 Personal Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for personal lines products.

Insurance Sales

Develops knowledge of the local agriculture 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, 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 goalsCompany 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 consumersInsurance 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 issuesKnowledge 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 programsEducation/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; and Casualty;

Valid drivers license requiredRole 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 agricultural insurance industry prospecting and sales experienceWorking Conditions

Non-typical schedules (evenings or weekends) may be necessary on occasion

General office settingAbout Our Office Culture

LGBTQ ran and operated

Opportunities for advancement. This role can either transition into a sales specialist or office manager