Insurance Sales Specialist

Mulder & Associates

Insurance Sales Specialist

Kansas City, MO
Full Time
Paid
  • Responsibilities

    Benefits:

    Growth-Oriented Environment

    Career Advancement Opportunity

    Competitive salary

    Flexible schedule

    Training & development

    Dental insurance

    Bonus based on performance

    Company parties

    Paid time off

    Vision insurance

    Agency Overview We work together to provide the best service and build strong relationships with clients and each other. We believe in being accountable and striving for excellence in all aspects of what we do. We love to WIN!

    We are looking for individuals that have natural drive with big goals, personally and professionally. If you enjoy being part of a WINNING team, this is a great fit for you. If you would like to run your own business, but currently lack the experience or capital, this is a great fit for your as well. This role comes with mentorship and opportunity to advance your career.

    Job Summary The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customers' needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

    Insurance Sales

    Develops knowledge of the local 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, 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 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

    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 using a wide range of digital devices such as smartphones, tablets and laptop computers

    Working Conditions

    Monday-Friday 8:30am to 5:00pm

    Team Culture

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