Sales Specialist - Personal Lines

Bob Mallow Insurance Agency - American Family Insurance; Wauwatosa (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Bob Mallow Insurance Agency - American Family Insurance in Wisconsin seeks a Sales Specialist to market, prospect, and sell personal lines insurance products. You will build relationships with clients, understand their needs, and tailor coverage options while promoting the agency and brand in the community.

You will develop knowledge of local markets, meet sales goals, and participate in events to increase visibility.

Qualifications

• Proven sales and customer service experience.
• Ability to meet sales goals.
• Willingness to obtain required licenses.
• Strong communication and presentation skills.

Responsibilities

• Market and sell personal lines products.
• Develop knowledge of local agriculture industry for business development.
• Prospect for new business via leads, calls, events.
• Cross-sell and coordinate with agency team members.
• Provide excellent service and policy updates to clients.
• Prepare quotations and presentations to close sales.
• Meet and exceed sales goals.

Skills

Sales experience

Customer relationships

Prospecting

Networking

Communication

Education

Insurance license (Property, Casualty, Life)

Valid driver's license

Tools

Microsoft Office

CRM software

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

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

• The willingness and ability to obtain proper insurance licensing to sell, solicit, or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty; Life
• InsuranceAgency will compensate for time in school and one attempt of necessary licensing
• Valid driver’s license required

Role Responsibilities

• 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