Insurance Sales Representative - Personal Lines & Commercial lines

Bob Mallow Insurance Agency - American Family Insurance; Wauwatosa (WI); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

SEP contribution

Bonus based on performance

Competitive pay

Paid time off

Training & development

Job summary

Bob Mallow Insurance Agency - American Family Insurance in Wisconsin is seeking an Insurance Sales Representative to market, prospect, and sell American Family Insurance products across Personal and Commercial lines. You will build relationships, assess client needs, and promote our suite of coverage options at agency events and in the community.

The role emphasizes sales goals, customer service excellence, and ongoing education to stay current with underwriting guidelines, licensing, and

Qualifications

• Must be willing to obtain proper insurance licensing.
• Valid driver’s license required.
• Strong sales and customer service experience.
• Ability to work independently and engage with the local community.

Responsibilities

• Market and prospect for new insurance clients.
• Cross-sell and coordinate with agency team.
• Prepare quotations and presentations to close sales.
• Retain customers through excellent service.
• Engage with local community and events.

Skills

Sales

Customer service

Communication

Insurance product knowledge

Networking

Education

Insurance licensing (Property Casualty Life)

Tools

CRM software

Microsoft Office

Job description

Benefits:

• SEP retirement contribution
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

Objective

The Insurance Sales Representative role markets, prospects, and sells American Family Insurance & Brokerage 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 Representative is responsible for attaining sales, profitability, and service goals for Personal & Commercial lines products.

Insurance Sales

• Develops knowledge of the local 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, and personal contacts (Includes leads through COI, social media, 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 or exceeds sales goals

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 in are 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

• The willingness and ability to obtain proper insurance licensing to sell, solicit, or negotiate insurance products. The following lines of authority will be required for this position: Property; Casualty; Life
• Insurance Agency will compensate for time in school and one attempt of necessary licensing
• Valid driver’s license required

Role Responsibilities

• 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
• Demonstrated analytical 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 agricultural insurance industry prospecting and sales experience

Working Conditions

• Non-typical schedules (evenings or weekends) may be necessary on occasion
• General office setting