Benefits:
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Vision insurance
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
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.
About Our Agency
We're proud to be a top-performing agency with a proven track record of excellence. Our growth is no accident - It's the result of hard work, integrity, and consistently delivering for our clients.
We're known for our exceptional service and quick turnaround times. We go above and beyond for our clients, and they notice - which is why they stay loyal and refer others.
We believe when a team works well together, everyone wins. From team-building events to day-to-day collaboration, we create a supportive, fun, and energetic environment where people genuinely enjoy coming to work.
We're committed to helping our team members develop professionally. Whether you're new to the industry or looking to advance, we provide training, mentorship, and clear career paths.
Insurance Sales
Develops knowledge of the local 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 goals
Company and Brand Promotion
Develops, maintains, and cultivates industry 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 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; and Casualty.
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
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 insurance industry prospecting and sales experience
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.