Insurance Sales Agent - Commercial Focus

Insurance Sales Agent At First State Insurance Agency In Lincoln, NE

Grow the agency's portfolio through marketing insurance products to prospective customers and educating existing customers on additional products to meet their needs.

Benefits include 401(k), 401(k) matching, company parties, competitive salary, dental insurance, donation matching, health insurance, paid time off, vision insurance, wellness resources, and tuition assistance.

Essential functions include actively working to build a profitable book of business by identifying and closing qualified leads, meeting or exceeding individual sales goals established annually, actively engaging in networking and establishing centers of influence, participating in ongoing training, education, and sales meetings to improve sales skills and enhance industry and product knowledge, coordinating client service with the account management team for new business, renewals, reviews, and claims, generating opportunities to account round, cross-sell and refer business within the First State company, promoting the business relationship between First State Insurance and the carriers with which we work, providing clients with strong technical advice and risk management services that meet their insurance needs while ensuring compliance with all company policies and regulations, maintaining accurate customer records by entering appropriate data into the customer management system; completing necessary paperwork/applications; reviewing new and renewal policies, mentoring new agency employees on agency procedure as necessary, and all other duties as assigned.

Agency specific responsibilities include exhibiting professionalism in appearance and attitude, maintaining confidentiality and ethical behavior at all times, providing timely assistance and support to both co-workers and customers, ensuring exceptional service and accurate information, adhering to regular attendance, punctuality, and break schedules, taking responsibility for personal actions and being accountable for performance, promoting and cross-selling company services while participating in training opportunities as required, remaining vigilant and knowledgeable about crisis procedures, including emergency protocols such as robbery, complying with all bank policies, procedures, and regulations, and reporting any concerns to Human Resources or upper-level management immediately.

Knowledge, skills, and abilities (KSAs) include proficiency in Microsoft Office and general office machinery, attentiveness to detail with a high degree of accuracy, self-motivation and capability of working independently, effectiveness at interacting with customers, management, and other employees, strong critical thinking, problem-solving, and analytical skills, excellent customer service orientation and communication skills, both verbal and written, flexibility and ability to work under pressure, prioritizing tasks, and meeting deadlines, well-organized with a courteous and diplomatic approach, demonstrating sound judgment and strong organizational skills, ability to hear and communicate effectively with customers, co-workers, and external contacts, and proficiency in reading and writing.

Qualifications include a bachelor's degree in Business Administration, or a related field, and/or 1-3 relevant insurance industry experience required, current Nebraska Property and Casualty (P&C) insurance license required (or ability to obtain within a specified period of time), and valid motor vehicle driver's license required.

Physical demands include engaging in routine physical activities such as walking, standing, sitting, stooping, bending, pushing, and pulling, ability to read reports and use a computer effectively, and lift and carry items up to 30 pounds daily, including file boxes and office supplies.

Work environment includes primarily indoors in an environmentally controlled setting, occasional travel by car to visit other company locations may be required, and flexibility for occasional evening and weekend work to achieve established goals.