Sales Specialist Personal Lines

Isaacson & Associates LLC - American Family Insurance; Duluth (MN); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Commission-based pay

Production bonuses

Flexible work from home

Job summary

American Family Insurance is seeking a Sales Specialist to market, prospect, and sell insurance products within a specialized line. You will maintain relationships, understand client needs, and promote brand through agency and community events.

The role focuses on personal and life lines, achieving sales goals, and cross-selling with an agency team. You will develop local agriculture market knowledge, prepare quotations, deliver presentations, and coordinate with underwriters.

Qualifications

• Must be licensed Property/Casualty and Life in MN.
• Valid driver’s license required.
• Excellent oral and written communication skills.
• Demonstrated sales and customer service experience.

Responsibilities

• Develop knowledge of local agriculture industry for business development opportunities.
• Sell insurance products to new customers using consultative selling techniques.
• Cross-sell and coordinate with agency team for additional coverage.
• Prospect for new business via leads, calls, networking, events, and social networks.
• Prepare quotations and applications and deliver presentations to close sales.

Skills

Sales experience

Customer service

Communication skills

Analytical skills

Independent planning

Community involvement

Digital savvy

Education

MN Property/Casualty/Life licenses

Tools

Microsoft Office

CRM software

Job description

Objective

The Sales Specialist role markets, prospects, and sells American Family Insurance 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 Sales Specialist is responsible for attaining sales, profitability, and service goals for personal and life lines products.

Insurance Sales

• 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 or 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 (Includes leads through COI, social media, B2B and B2C networks, 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 and exceeds sales goals

Company and Brand Promotion

• Develops, maintains, and cultivates agricultural industry contacts to enhance agency visibility and maximize new business opportunities
• Participates in events designed to promote brand awareness and educate consumers

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

Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following lines of authority are required for this position: Ideal candidate will be licensed Property; and Casualty; Life in MN

Valid driver's license required

Role Requirements

• 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 and remote work
• Commission based pay with potential for production bonuses
• Flexible work from home options available.

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.