Insurance Sales Agent (Licensed)

Primary Purpose :

The Sales Agent Specialist is responsible for developing expertise in Property and Casualty insurance and selling P&C products based on client needs.

This role uses cutting-edge technology to provide quotes and sell policies across multiple insurance lines and carriers.

In addition, this role is responsible for providing outstanding client service and creating a positive relationship between the company and its prospective clients.

This position may also participate in cross-training and necessary licensing to support selling of Accident and Health products.

Key Responsibilities :

• Acquires licensing and appointments required to sell property and casualty insurance products in all necessary states
• Uses various systems to track, gather information and answer customer inquiries
• Identifies customer needs and works to meet those needs using sales tools and techniques
• Develops expertise in sales skills
• Develops expertise in property and casualty insurance across all product lines, including ancillary policies
• Educates clients on insurance needs and products
• Pairs knowledge of insurance products available with listening skills to identify and provide products that best meets each customer’s needs
• Works collaboratively to support the team’s energy, morale, and production
• Meets key performance metrics such as sales, productivity and quality requirements
• Performs other duties as requested, including attending required meetings, continuing education, and all-team meetings

Supervisory Responsibilities :

This job does not have supervisory duties

Preferred Qualifications :

Education and Experience

High School diploma or GED

Certificates, Licenses, Registrations

• P&C License or the ability to acquire within 60 days of hire
• Ability to be qualified by DOI to be appointed as a licensed sales agent by multiple insurance carriers

Functional Skills

• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Demonstrates adequate / accurate typing speed while talking to the customer
• Demonstrates a working knowledge of auto policies, underwriting and billing guidelines
• Demonstrates professional phone etiquette
• Demonstrates proficiency with Sales systems
• Effective verbal and written communication skills

Compensation : The average annualized Total Cash Compensation in 2022 was $50,000*. Total compensation includes $15.00 Hourly Base ($31,200 Annual) + monthly performance-based incentive.

Average monthly incentive payout for 2022 was $1,500* ($18,800 Annual).

Incentive based on productivity; incentive payments are not guaranteed and are governed by the terms of the applicable sales bonus plan which is subject to change at National General’s discretion

National General Holdings Corp. is an Equal Opportunity (EO) employer Veterans / Disabled and other protected categories.

All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.