Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Opportunity for advancement
Training & development
Vision insurance
401(k)
Free food & snacks
Paid time off
Job Description
The Personal Lines Producer at Jacobs Family Insurance @ Allstate provides protection for homes, autos, business, supplemental health care and life insurance throughout the state of New Mexico. We support many worthwhile causes like the American Red Cross, the Forest Stewards Guild, the Santa Fe Realtors Association, the Santa Fe Chamber of Commerce and the Santa Fe home Builders Association. These partnerships supporting the community are also important referral relationships for our agents. We join each of them at their events to meet and support their activities and form relationships which is an integral part of this job. Reaching out to the community meeting new people is one of the best ways to educate folks in public forums about insurance protection. Recently, our agents have been helping homeowners in particular to guide them in protecting their homes from wildfires.
Responsibilities:
Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
Support and prepare clients for renewal and retention and maintain strong client relationships.
Anticipate, respond to, and follow up on all existing client needs.
Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Qualifications:
Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelor’s or Associate's Degree or comparable work experience.
Possess a valid driver’s license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.