Personal Lines Insurance Sales Specialist - Remote Options

T. Matthews Agency, LLC; Omaha (NE); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Donation matching

Employee discounts

Flexible schedule

Opportunity for advancement

Job summary

T. Matthews Agency, LLC is seeking a Personal Lines Sales Specialist in Omaha, NE to market, prospect, and sell American Family Insurance products. You will maintain customer relationships, assess needs, and match them with appropriate products while promoting the brand through agency and community events.

The role focuses on attaining sales, profitability, and service goals for personal lines products, with flexible work-from-home options and opportunities for advancement.

Qualifications

• Demonstrated sales and customer service experience.
• Active participation in local community and networking events.
• License to sell insurance (Property & Casualty) required by state statutes.

Responsibilities

• Develops knowledge of the local agriculture industry and 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 coordinates with agency team members to provide additional coverage to existing customers.
• Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts.
• 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 and exceeds sales goals.
• Develops, maintains, cultivates agricultural industry contacts to enhance agency visibility and maximize new business opportunities.
• Participates in events designed to promote brand awareness and educate consumers.
• 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.
• Continually improves knowledge in insurance concepts, products, underwriting requirements, sales, customer service, and supporting technology.
• Participates in continuing education and professional designation programs.

Skills

Sales experience

Customer service experience

Communication skills

Analytical skills

PC software proficiency

Social media familiarity

Education

Property & Casualty licensing

Valid driver's license

Tools

Microsoft Office

Internet Explorer

Job description

T. Matthews Agency, LLC is seeking a Personal Lines Sales Specialist in Omaha, NE to market, prospect, and sell American Family Insurance products. You will maintain customer relationships, assess needs, and match them with appropriate products while promoting the brand through agency and community events.

The role focuses on attaining sales, profitability, and service goals for personal lines products, with flexible work-from-home options and opportunities for advancement.