Sales Specialist Personal Lines

Cha & Associates, Inc.; Madison (WI); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading insurance agency seeks a Sales Specialist to market and sell insurance products while building strong customer relationships. This role requires prior sales experience and state licensing for property and casualty. The position offers potential for personal and professional growth while contributing positively to the local community.

Benefits

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

Qualifications

• Required to hold state insurance licenses for Property and Casualty.
• Demonstrated sales and customer service experience essential.
• Knowledge of insurance concepts and agricultural insurance preferred.

Responsibilities

• Markets and sells American Family Insurance products in specialized lines.
• Develops agricultural industry knowledge for business opportunities.
• Participates in events to promote brand awareness.

Skills

Sales experience

Customer service

Analytical skills

Education

State insurance licensing

Valid driver’s license

Tools

PC software applications

Social media platforms

Job description

Benefits:

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

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 Personal Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for personal 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: Property; and Casualty.

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

This is a remote position.

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