Benefits:

Retirement Plan

Bonus based on performance

Competitive salary

Flexible schedule

Free food & snacks

Home office stipend

Opportunity for advancement

Paid time off

Parental leave

Training & development

POSITION SUMMARY

As an insurance sales representative at the Joe Luke Munguia Agency, you will play a pivotal role in supporting our mission by generating new households for the agency, while fostering and supporting our existing client database. This position has a strong emphasis on supporting our clients and providing excellent insurance advisory to ensure all clients are appropriately protected and educated regarding their insurance coverages. A successful person in this role will have a passion for helping others, a strong ability to communicate and influence others, and a natural inclination to take initiative.

ABOUT US

The Joseph Luke Munguia Agency of American Family Insurance is rooted in integrity, excellence, and community engagement, as we strive to offer tailored insurance solutions that protect what matters most. With a focus on innovation and customer-centric service, we empower our dedicated team to make a positive impact and build lasting relationships within our communities. We are a family owned and operated agency with serious goals that we are committed to achieving. We care deeply about our team members and strive to provide an environment where each member of the team has the ability to achieve their personal, professional and financials goals.

OBJECTIVES

Prospect and generate new households for the agency to increase the book of business through cold calling, warm outreach, networking, social media outreach, and community involvement

Contribute to Auto and Life goals through proactive outreach and cross selling opportunities

Maintain and improve retention rates by building strong relationships with clients by understanding their insurance needs, providing expert advice, and delivering personalized service

Conduct comprehensive reviews of clients' insurance policies, identify coverage gaps or opportunities for improvement, and recommend appropriate solutions

Proactively communicate with clients regarding upcoming policy renewals, review coverage options, and assist in making adjustments to meet changing needs or circumstances

Actively participate in ongoing training and professional development

Stay informed about industry trends and regulatory changes relevant to personal lines insurance

Maintain organized and up-to-date client files and documentation

COMPETENCIES

Outstanding communication skills, with the ability to engage, inspire, influence and build trust through calls, texts, and emails and in person meetings

Demonstrates strong analytical and problem-solving skills, with the ability to identify issues, evaluate options, and implement effective solutions

Possesses excellent verbal and written communication skills, with the ability to effectively convey complex information and build rapport with clients and team members

Ability to proactively identify sales opportunities, promoting insurance products, and effectively communicating their value to clients.

Proficient in negotiating terms, prices, and agreements to reach mutually beneficial outcomes for both the company and the customer

Effectively manages time and priorities to maximize productivity, balance multiple tasks and deadlines, and optimize sales activities

REQUIREMENTS

Active Property & Casualty insurance license required for Arizona

Job contingent based on passed Life Insurance license within 90 days of employments.

1+ years working in insurance industry

5+ years in a professional setting, preferrable in sales

PHYSICAL REQUIREMENTS

Prolonged periods sitting at a desk and working on a computer

This position will require travel - up to 15%

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Joe Luke Munguia Agency recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with partners, candidates, and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to jmungui2@amfam.com.

Not for you, but know someone who may be a good fit? Recommend this role to someone in your circle and if hired, you will be eligible for a $250 gift card! Send an email to jmungui2@amfam.com with an introductory email to be eligible for referral.

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