Insurance Advisor

Ty Schraufnagel Agency

Insurance Advisor

Lake Havasu City, AZ +2 locations
Full Time
Paid
  • Responsibilities

    The Ty Schraufnagel Agency of American Family Insurance is looking for a positive, motivated individual to join their championship team as a full-time Insurance Risk Advisor.

    Required Skills:

    Consistently maintain a positive, upbeat attitude

    Outstanding at follow-up

    Excellent communication skills (phone, written, interpersonal)

    Capacity to prioritize

    Able to transition between tasks quickly and work efficiently

    Exceptional note taking and organization

    Required Traits:

    Coachable

    Accountable

    Exceptional personal drive to succeed

    Ability to produce a high volume of quality work

    Adaptable

    Fast learner

    Required Education & Experience

    High School Diploma

    Associate or Bachelor’s Degree preferred but not required

    A successful candidate must obtain property & casualty insurance licenses within agreed time of hiring offer (30 Days) & life license (90 days from original hire date)

    A candidate does not officially start until they are licensed.

    Primary Job Functions & Activities: Sales Related: The primary role of the Insurance Risk Advisor is to sell auto, home, commercial and life insurance within our primary sales markets. Here are a few of those activities:

    Make proactive outbound calls and receive inbound calls in an effort to quote and bind auto, home, commercial and life insurance

    Follow up with and meet with new business prospects to make new business presentations

    Execute new business presentations

    Quote personal and commercial lines insurance

    Follow up with customers after sales to complete the sales process

    Assist with building relationships with referral partners (mortgage lenders, real estate agents, etc.)

    Maintain product knowledge for all lines of business and products written

    Create brokerage quotes & applications, especially those with Foremost, Vacant Express, and American Modern

    Visit properties of homes for field underwriting and take photos of properties

    Cross-sell while assisting current customers

    Service Related: While the primary role is sales, the Insurance Risk Advisor will assist with a portion of service-related work.

    Provide support during increased incoming phone call volume

    Help with billing issues and policy transactions as needed

    Identify and assist with other miscellaneous items to deliver outstanding customer experience

    Career Paths: There are multiple potential career paths associated with this position if the performance of the applicant merited progression over time:

    Personal Development: Take advantage of the ability to be mentored and grow your own book of business within the agency by having access to renewals that will build on each other to grow your income every year. There is also potential for increased product knowledge through continuing education and additional training.

    Line Sales Manager: This person would help build a sales team and be responsible for team sales goals within a specific line of insurance within the agency.

    Storefront Manager: The Ty Schraufnagel Agency operates in multiple locations. If you’d like to be a manager of a location, but not incur the expense or risk of agency ownership, you could be a storefront manager.

    Future Agency Owner: If you know that you would like to run your own business with your own team but don’t believe you currently have the skills or capital in order to be successful, this is a great path. This candidate would seek their own agency (outside of our primary sales markets) after a 2- to 3-year mentorship program. Be prepared to discuss which of these paths feels like the best fit for you and why in the interview process.

    Compensation:

    · A successful candidate will make between $37-$65k with base, commission, renewals, and bonus opportunities.

    Schedule:

    · Monday through Friday: 8:30 AM to 5:30 PM

    · Weekend events as needed

    About the Ty Schraufnagel Agency of American Family Insurance:

    Ty Schraufnagel and his team are passionate about people and protecting their dreams. Specializing in auto, home, life, commercial, and farm insurance, the Ty Schraufnagel Agency has been recognized among American Family agencies for excellence in customer service and sales. The agency is looking to expand its outstanding team with the addition of an Insurance Risk Advisor.

  • Locations
    Lake Havasu City, AZ • Casa Grande, AZ • San Tan Valley, AZ