Insurance Sales Specialist - Personal Lines

Washburn & Associates, Ltd.

Colorado Springs, CO

$32,000 to $60,000 Yearly
Paid Time Off
Full-Time

Job Description

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