Personal Insurance Advisor: High-Earning Sales & Training

RELIABLE FAMILY INSURANCE - Allstate Insurance; Indianapolis (IN); In loco; USD 100.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus based on performance

Competitive salary

Paid time off

Training & development

Descrizione del lavoro

RELIABLE FAMILY INSURANCE - Allstate Insurance is seeking a driven Personal Insurance Advisor to grow personal lines with new and existing clients. The role emphasizes relationship-building, identifying client needs, and guiding opportunities from prospecting through closing.

The ideal candidate communicates confidently, has strong sales skills, and can manage the sales process independently. A customer-first mindset and a track record of follow-through are essential for success.

Competenze

• Previous insurance sales or personal lines experience preferred.
• An active Property & Casualty insurance license is preferred/required.
• Strong communication, negotiation, and relationship-building skills.
• Proven ability to prospect, follow up, and close sales.
• Self-motivated and comfortable working independently.
• Organized, detail-oriented, and able to manage multiple opportunities at once.
• Professional, positive, and customer-focused attitude.
• Comfortable working with insurance technology, CRM systems, and agency management software.
• A strong desire to grow professionally and financially.

Mansioni

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverage and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Conoscenze

Insurance sales

Personal lines

Relationship-building

Prospecting

Negotiation

Strumenti

CRM systems

Agency management software

Descrizione del lavoro

RELIABLE FAMILY INSURANCE - Allstate Insurance is seeking a driven Personal Insurance Advisor to grow personal lines with new and existing clients. The role emphasizes relationship-building, identifying client needs, and guiding opportunities from prospecting through closing.

The ideal candidate communicates confidently, has strong sales skills, and can manage the sales process independently. A customer-first mindset and a track record of follow-through are essential for success.