Insurance Sales Specialist

The Juris Agency; Logan (UT); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

The Cortney Gregory Agency of American Family Insurance in Brigham City, UT seeks a full-time Sales Specialist to join a motivated team. You’ll focus on servicing existing clients, cross-selling coverages, and helping customers protect what matters most while building lasting relationships.

You will receive hands-on training, work a Mon-Fri schedule, and pursue property & casualty licenses within 30 days and a life license within 90 days.

Qualifications

• High school diploma required; higher degree preferred but not required.
• Property & casualty licenses must be obtained within 30 days of hire; life license within 90 days of hire.
• Experience in customer service or insurance sales is a plus.

Responsibilities

• Rate changes and claims issues handling
• Assist with incoming phone calls
• Help with billing issues and policy transactions
• Conduct Personal Insurance Reviews
• Cross-sell to current customers and follow up after sales to complete the process
• Maintain product knowledge for all lines of business and products written

Skills

Positive attitude

Excellent communication

Follow up

Prioritize

Multi-tasking

Education

High School Diploma

Associate or Bachelor's Degree preferred

Job description

The Cortney Gregory Agency of American Family Insurance is looking for a positive, motivated individual to join their championship team as a full time Sales Specialist in Brigham City, UT.

Our agency doesn't just sell. We work as a team toward a common goal of being the best at our jobs. Selling is important, but it is just as important to build relationships with our clients and make sure they are protected.

Being one of the top agencies in the state, we strive to be better each day. Our Sales team is flexible with the market and what they are asking of us. Each team member is inventive and creative in how to best serve our clientele.

As a Sales Representative you will be a part of our Sales Team. Having coworkers to support and cheer you on can make all the difference, and that is our vibe here at the agency.

This is more than a Sales Job; this is an opportunity to be a part of something bigger. If this sounds like a Team you want to be a part of, we can’t wait to meet you!

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Primary Job Functions & Activities:

Service Related:

• Rate Changes
• Claims issues
• Assist with income phone calls
• Help with billing issues and policy transactions
• Conduct Personal Insurance Reviews
• Other items to deliver outstanding customer experience

Sales Related: The Primary role of the Family Risk Advisor is to maintain our current customers. Here are a few of those activities:

• Cross-sell while assisting current customers:
• Follow up with customers after sales to complete the sales process
• Maintain product knowledge for all lines of business and products written
• Create brokerage quotes & applications

Requirements

Required Skills:

• Consistently maintain a positive, upbeat attitude
• Outstanding at follow up
• Excellent communication skills: Phone, Written, Interpersonal
• Ability to prioritize
• Ability to transition between tasks quickly and work efficiently

Required Traits:

• Coachable
• Accountable
• High Motor
• Ability to produce a high volume of quality work
• Transition quickly between tasks
• 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.