Job Description

Our fast paced, growing insurance office is looking to fill an entry level sales position. This position is part time, scheduling appointments or calling our contacts for new clients needing new insurance quotes or coverage reviews.  Full time employment opportunities are also available for sales representatives looking to improve their selling techniques and increase commissions.  This position offers a base salary + commission opportunities.. Apply now and we will contact you about the next steps in the interview process.

BENEFITS Bonus Opportunities

Paid Time Off (PTO)

Supplemental Insurance

Weekends Off

Holidays Off

Team Building Activities

Hands On Training

RESPONSIBILITIES

• Meet new business production goals and objectives as established.
• Solicits for new business via telephone, networking, and other lead sources.
• Develop insurance quotes, makes sales presentations, and closes sales.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Maintains inventory of office supplies and forms - places orders weekly.
• Claims follow up calls.
• Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
• Cold call, direct email and perform other lead generation activities.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales staff to meet prospective customers.
• Contact businesses and private individuals by telephone to promote products, services and/or referral programs.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Grow sales revenue by utilizing phone, email and potential client lists.
• Provides on-going support to insurance clients as needed.
• Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

REQUIREMENTS

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Be a fantastic presenter.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Must be awesome at opening doors and getting appointments from a cold start.
• Must be highly self-motivated.
• A terrific presenter and communicator, and a barracuda closer.
• Professional phone etiquette.
• Career minded vision.
• Exceptional Business Writing and Editing Skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Ability to obtain or possess an active Life & Health Insurance license.
• Minimum education: Associate’s degree in Business.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Be capable of handling customer rejection.
• Knowledge of sales and marketing principles and strategies.
• Be equipped with great listening and closing skills.
• Adhering to strict FCC rules, please don’t apply if you have any charges related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules.