Insurance Sales Specialist - Personal Lines

Washburn & Associates, Ltd.

Insurance Sales Specialist - Personal Lines

Colorado Springs, CO
Full Time
Paid
  • Responsibilities

    Benefits:

    Remote Work option

    Bonus based on performance

    Flexible schedule

    Opportunity for advancement

    Paid time off

    Training & development

    Wellness resources

    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.

    Role Overview

    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, B2B and B2C networks, 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

    Conducts sales and review appointments with prospective and current customers

    Meets and exceeds sales goals

    Insurance Requirements

    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

    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 License

    Role Requirements

    Ability to work independently to plan, set priorities and organize work

    Demonstrated sales and customer service experience

    Excellent oral and written communication 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

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