Sales Specialist Personal Lines

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

Benefits:

Bonus based on performance

Donation matching

Employee discounts

Flexible schedule

Opportunity for advancement

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

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.