Sales Specialist - Personal Lines

Bordinhao Agency LLC

Sales Specialist - Personal Lines

Denver, CO
Full Time
Paid
  • Responsibilities

    Benefits:

    Commission

    Bonus based on performance

    Competitive salary

    Flexible schedule

    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 agriculture 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, 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

    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 agricultural 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

    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; and Casualty;

    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 agricultural insurance industry prospecting and sales experience

    Working Conditions

    Non-typical schedules (evenings or weekends) may be necessary on occasion

    General office setting

    Flexible work from home options available.

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