Talent.com
No longer accepting applications
Personal Lines Inside Sales Executive

Personal Lines Inside Sales Executive

Satanoff Insurance & Financial ServicesWayne, PA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Description : Company Description

The Satanoff Agency is a locally owned and operated insurance agency in Wayne, Pennsylvania. We are committed to providing quality insurance products for individuals and businesses in the Greater Philadelphia area. Our team of knowledgeable insurance professionals is experienced in creating personal and commercial insurance policies designed to fit our clients' needs. We provide quality service and attention to detail that you can only find with an independent insurance agency.

Mission of the Personal Lines Inside Sales Executive

To grow the personal lines book of business by maximizing the insurance sales process and applying these strategies daily. This includes calling on lost business and unsold quotes, attending networking activities and building relationships with centers of influence. This role is the face of our agency in the community as well as to agency prospects.

Desired Outcomes of This Role

  • Sell over $_______in new business policies per month (on average between 6-8 months)
  • Call lost business list each week
  • Call unsold quotes coming up for renewal each week
  • Meet with one center of influence each week
  • Attend one networking event each week
  • Market all accounts and present proposals
  • Place business according to the goals of the agency
  • Stop, listen, and ask questions of your customers in order to clearly understand their needs and to build solid relationships
  • Identify training needs with assistance from managers. Develop a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly

2. Follow the new business sales process and maintain a closing ratio of over 60%

  • Connect with new inbound inquiries in under 5 minutes
  • Follow up with 5-6 phone calls on new web business
  • Complete all outbound calls each week (lost business and unsold business)
  • Call and email the list once per week for 3 weeks and mail a quote to anyone you did not connect with after 3 weeks
  • Provide new business cards to the marketing team to add them to marketing communications
  • Follow up with 5-6 phone calls after presenting pricing
  • Ask for referrals
  • Use strategies to sell policy features and avoid selling on price
  • Update carrier websites and agency management system daily for :
  • Prospects
  • New Business
  • Any service calls you have
  • Prequalify insurance prospects for insurability and quality of risk
  • Obtain signed apps, payment, bind coverage and finalize all underwriting needs
  • Closing ratio will be monitored and adjusted as needed; the closing ratio is determined by the number of opportunities that are quoted vs. bound

    • 3. Work to improve agency retention with a goal of 70%

  • Account round all new business
  • Follow up with new business 30 days after the point of sale
  • Ask for referrals
  • Sell business according to the agency standards

    • 4. Work to support the marketing and branding team in the following ways :

  • Provide them any business cards to be entered into marketing campaigns
  • Suggest blog, email and social media topics to the marketing department
  • Share agency social media posts on personal social networks
  • Participate in pictures and agency branding opportunities when invited

    • 5. Be available to connect with prospects on their time. This includes responding to web forms in the evening and on weekends.

    6. Proper management system usage

  • Use the management system as directed by the agency owner
  • Put all new prospects into the management system and update notes
  • When speaking with or emailing a client, update the management system immediately
  • Respond to all account manager questions and / or emails within 24 hours

    • 7. Positive attitude and efficient work ethic

  • Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
  • Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel

    • Benefits :

  • Competitive Salary - Base and Commission
  • Paid Vacation & Holidays
  • 401K
  • Ongoing Professional Development & Training
  • Quarterly Incentive Programs
  • Wellness Opportunities

    • Requirements :

  • 1-3 years of sales experience
  • Property & Casualty License (Good to have)

    • Values : COMMITMENT

  • C ommunication = The foundation of our organization both internally and externally, we strive for clarity and transparency both within our agency as well as with our clientele.
  • O ptimistic = Coming to work each day bringing our enthusiasm and best attitudes to achieve our team goals for both our clients and colleagues.
  • M indset = Above all else, we need to bring a growth mindset on a daily basis in order to promote positive change through our intentional effort with self-reaction to adapt and grow within our roles despite challenges and obstacles.
  • M ethodical = By following our established processes the agency has put in place, we are able to strive for a more consistent and pleasant customer experience.
  • I ntegrity = We encourage everyone to uphold ethics and stick to the truth, especially while representing our carriers and clients consistently. We should all live by the quote “Integrity is doing the right thing, even when no one is around to see”.
  • T rust = We seek to consistently build trust in every interaction by conducting ourselves in a professional and honest manner. Trust is a two-way street, and we believe in doing what we say we will accomplish and hold ourselves accountable for when we do not.
  • M utual = Our growth is based o of mutual success, when our clients and our employees grow, we all grow
  • E ndurance = We persistently pursue our goals, staying focused and determined even when faced with obstacles or setbacks. We understand that success often requires sustained effort and a willingness to overcome challenges.
  • N urturing = We are dedicated to nurturing the potential within ourselves and others. We believe in creating an environment that fosters growth, empowerment, and well-being.
  • T eamwork = We believe in the power of teamwork. We understand that by working together, we can accomplish more, unleash our collective potential, and achieve extraordinary results.

    • Critical Competencies

  • Efficiency - Able to produce significant output with minimal wasted effort.
  • Honesty / Integrity - Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.
  • Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities.
  • Aggressiveness - Moves quickly and takes a forceful stand without being abrasive.
  • Follow-Through - Lives up to verbal and written agreements, regardless of personal costs.
  • Persistence - Demonstrates tenacity and willingness to go the distance to get something done.
  • Proactivity - Acts without being told what to do. Brings new ideas to the company.
  • Enthusiasm - Exhibits passion and excitement over work. Has a “Yes, we can” attitude.
  • Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
  • High Standards - Expects personal performance and team performance to be nothing short of the best.
  • Openness to Criticism and Ideas - Often solicits feedback and reacts calmly to criticism or negative feedback.
  • Listening Skills - Lets others speak and seeks to understand their viewpoints.
  • Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
  • Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
  • Persuasion - Able to convince others to pursue a course of action.

    • Requirements :

  • 1-3 years of sales experience
  • Property & Casualty License (Good to have)
    • Create a job alert for this search

    Inside Sales Executive • Wayne, PA, US

    Related jobs
    • Promoted
    Inside Sales Consultant

    Inside Sales Consultant

    VirtualVocationsPhiladelphia, Pennsylvania, United States
    Full-time
    A company is looking for an Inside Sales Representative.Key Responsibilities Engage with qualified leads to advise on course choices and enrollment Manage the student application process and mai...Show moreLast updated: 30+ days ago
    Inside Sales Representative

    Inside Sales Representative

    Dream HomeBlackwood, NJ, USA
    Full-time
    Quick Apply
    In South Jersey office - no remote : 501 Black Horse Pike, Blackwood, NJ 08012.We are a residential roofing company providing high quality home services to the local. We succeed by providing a premie...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Inside Sales Representative

    Remote Inside Sales Representative

    VirtualVocationsNewark, Delaware, United States
    Remote
    Full-time
    A company is looking for an Inside Sales Representative-Remote (Automotive).Key Responsibilities Provide inbound and outbound customer sales support using a call flow guide Close sales and utili...Show moreLast updated: 30+ days ago
    Inside Sales Representative

    Inside Sales Representative

    Wesley Finance GroupCherry Hill, NJ, US
    Full-time
    Quick Apply
    We don't hire International Candidates.Are you seeking your next thrilling sales opportunity?.Join us as a Inside Sales Representative on a 1099 contract basis. This position is perfect for experien...Show moreLast updated: 15 days ago
    • Promoted
    Sales Executive - Banking Solutions

    Sales Executive - Banking Solutions

    VirtualVocationsNewark, Delaware, United States
    Full-time
    A company is looking for a Sales Executive specializing in Bank and Credit Union Sales, working remotely.Key Responsibilities Drive new business by targeting banks, credit unions, and financial i...Show moreLast updated: 3 days ago
    • Promoted
    Inside Sales Representative

    Inside Sales Representative

    Addison GroupPhiladelphia, PA, US
    Full-time +1
    An Addison Group client is looking for an Inside Sales Representative.This position is eligible for comprehensive health and wellness plans, 401(k) with employer match, life and disability insuranc...Show moreLast updated: 13 days ago
    • Promoted
    Inside Sales Associate

    Inside Sales Associate

    VirtualVocationsNewark, Delaware, United States
    Full-time
    A company is looking for an Inside Sales Associate - Remote.Key Responsibilities Connect with 200 - 300 cold prospects daily via phone Receive inbound calls through an automated dialer system C...Show moreLast updated: 30+ days ago
    • Promoted
    Inside Sales Representative

    Inside Sales Representative

    Greene TweedLansdale, PA, US
    Full-time
    Job Opportunity at Greene, Tweed.At Greene, Tweed, you'll find the cutting-edge technology, world-class polymer expertise, and endless advancement opportunities you'd expect from a multi-national i...Show moreLast updated: 15 days ago
    • Promoted
    Sales Professional - Inside Sales

    Sales Professional - Inside Sales

    Service Corporation InternationalBroomall, PA, US
    Full-time
    Our associates celebrate lives.Consider the possibilities of joining a Great Place to Work!.Accountable for serving client families by making at need cemetery arrangements, and selling pre-need arr...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Inside Sales Representative

    Inside Sales Representative

    Case Paper Co IncPhiladelphia, PA, US
    Full-time
    Case Paper is not your typical paper company.We are also mindful of our three uniques - Responsive, Reliable, and Resourceful. Owning the customer relationship through the support of our outside sal...Show moreLast updated: 6 hours ago
    • Promoted
    Business Development / Inside Sales Representative

    Business Development / Inside Sales Representative

    PrintflyPhiladelphia, PA, US
    Full-time
    Business Development / Inside Sales Representative.RushOrderTees is a fast-growing leader in custom apparel printing, serving businesses, schools, teams, and organizations nationwide.We pride ourse...Show moreLast updated: 10 days ago
    Inside Sales Account Executive

    Inside Sales Account Executive

    Virtual Task BuddiePhiladelphia, PA, US
    Full-time
    Quick Apply
    Inside Sales Account Executive About the Role Task Buddie is seeking an enthusiastic Inside Sales Account Executive to help drive our growth. In this role, you’ll focus on connecting with pote...Show moreLast updated: 17 days ago
    • Promoted
    00500 Inside Sales

    00500 Inside Sales

    Sally Beauty HoldingsExton, PA, US
    Full-time
    This is the main job post content.Please focus on the job post details and format them beautifully.Show moreLast updated: 30+ days ago
    • Promoted
    00500 Inside Sales

    00500 Inside Sales

    SBH Health SystemExton, PA, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high signal to noise ratio, making the content beautiful and condensed.Show moreLast updated: 30+ days ago
    • Promoted
    Inside Sales Representative

    Inside Sales Representative

    VirtualVocationsNewark, Delaware, United States
    Full-time
    A company is looking for an Inside Sales Representative located in the Northeast.Key Responsibilities Proactively identify and engage potential customers through various channels Qualify inbound...Show moreLast updated: 30+ days ago
    • New!
    Sales Executive - Personal Lines / High Net Worth

    Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC.Philadelphia, PA, US
    Full-time
    Quick Apply
    Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network...Show moreLast updated: 9 hours ago
    • Promoted
    Inside Sales

    Inside Sales

    Chimney Cricket & Hometown HearthMedia, PA, US
    Full-time
    Chimney Cricket has been a trusted local business for over 35 years, providing expert chimney services, fireplace installations, and repairs. Our showroom, Hometown Hearth, enhances the customer exp...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Inside Sales Representative

    Licensed Inside Sales Representative

    VirtualVocationsNewark, Delaware, United States
    Full-time
    A company is looking for a Licensed Inside Sales Representative (Remote - Home Based Work).Key Responsibilities Engage with active insurance shoppers via inbound / outbound calls, live chat, SMS, a...Show moreLast updated: 30+ days ago
    Inside Sales Representative

    Inside Sales Representative

    New Castle Building ProductsBensalem, PA, US
    Full-time
    Quick Apply
    New Castle Building Products (NCBP) is a full-service distributor based in White Plains, NY.NCBP operates with seven core values : . Caring, Urgency, Teamwork, Honesty, Accountability, Flexibility and...Show moreLast updated: 30+ days ago
    • Promoted
    Inside Sales Representative

    Inside Sales Representative

    Lobel FinancialPhiladelphia, PA, US
    Full-time
    Lobel Financial, a leading name in the auto finance industry, invites you to grow with us.Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your d...Show moreLast updated: 30+ days ago