Insurance Sales Specialist

American Family Insurance; Scottsdale (AZ); On-site; USD 45,000 - 70,000; Full time

Job summary

American Family Insurance is seeking an Insurance Sales Specialist in Scottsdale, AZ. This full-time, on-site role focuses on consulting with prospective and existing customers to assess insurance needs and propose appropriate personal and health coverage options.

You will generate leads, prepare quotes, explain policy features, and guide customers through applications and underwriting while maintaining accurate agency records.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance Brokerage for advising customers and closing policies.
• Candidates should possess knowledge of Insurance and Health Insurance products to guide customers on coverage options.
• Candidates should possess strong Customer Service skills to provide a positive, responsive, and professional experience.
• State insurance producer/license (or ability to obtain within a specified timeframe) is preferred or required, depending on regulations.
• Proven ability to meet sales goals, manage pipelines, and work with CRM or agency management systems.
• Strong communication, interpersonal, and negotiation skills, with attention to detail and compliance standards.
• High school diploma or equivalent required; post-secondary education in business or a related field is beneficial.
• Prior experience in insurance, financial services, or related sales roles is an advantage.

Responsibilities

• Consulting with prospective and existing customers to understand their insurance needs and recommending appropriate coverage options.
• Generate and follow up on leads, prepare quotes, and explain policy features and benefits.
• Assist customers through the application and underwriting process, with policy reviews and renewals when applicable.
• Support cross-selling opportunities and maintain accurate records in agency systems.
• Collaborate with team members and adhere to company standards and regulatory requirements.

Skills

Insurance sales

Insurance brokerage

Health insurance

Customer service

CRM systems

Communication skills

Negotiation

Attention to detail

Education

High school diploma or equivalent

Business-related degree (beneficial)

Job description

Company Description

American Family Insurance is a national insurance provider with more than 90 years of experience built on strong ethical principles and customer-focused service. The company is committed to delivering industry-leading service, an exceptional claims experience, and products that foster long-term relationships. Policyholders are treated in a fair, helpful, and caring manner, with an emphasis on making it easy and convenient to do business. Integrity and compliance with the law guide decision-making at every level of the organization, shaping a culture of trust and accountability. This commitment to ethics and customer care has established American Family Insurance as a trusted partner for individuals and families across the country.

Role Description

The Insurance Sales Specialist is a full-time, on-site role based in Scottsdale, AZ. This role is responsible for consulting with prospective and existing customers to understand their insurance needs and recommending appropriate coverage options across personal and health insurance products. Day-to-day activities include generating and following up on leads, preparing quotes, explaining policy features and benefits, and supporting customers through the application and underwriting process. The Insurance Sales Specialist will also assist with policy reviews, renewals, and cross-selling opportunities, while maintaining accurate records in agency systems. Collaboration with team members and adherence to company standards and regulatory requirements are key aspects of the role.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance Brokerage for advising customers and closing policies.
• Candidates should possess knowledge of Insurance and Health Insurance products to guide customers on coverage options.
• Candidates should possess strong Customer Service skills to provide a positive, responsive, and professional experience.
• State insurance producer/license (or ability to obtain within a specified timeframe) is preferred or required, depending on regulations.
• Proven ability to meet sales goals, manage pipelines, and work with CRM or agency management systems.
• Strong communication, interpersonal, and negotiation skills, with attention to detail and compliance standards.
• High school diploma or equivalent required; post-secondary education in business or a related field is beneficial.
• Prior experience in insurance, financial services, or related sales roles is an advantage.