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Sales Specialist - Personal Lines

Jennifer Hockers & Associates LLC
Madison, WI, US
$20,19-$27,4 an hour
Full-time

Benefits :

  • Paid Holidays
  • Simple IRA Matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Employee discounts
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
  • Company parties
  • Donation matching

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 industry and market dynamics for 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,
  • Secures new business through individual effort and established lead methods
  • Conducts sales and review appointments with prospective and current customers
  • Meets and exceeds sales goals

Company and Brand Promotion

  • Develops, maintains, and cultivates 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 area 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; Casualty; and Life
  • 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 insurance industry prospecting and sales experience

Working Conditions

  • Non-typical schedules (evenings or weekends) may be necessary on occasion
  • General office setting

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

13 days ago
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