Personal Insurance Inside Sales Producer

Personal Insurance Inside Sales Producer

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Personal Lines Insurance Inside Sales

• Manage incoming leads provided by our producers and internal agency referrals
• Make outbound calls & e-mails to these prospective clients
• Quote new business across all carriers
• Advise and educate prospects/clients on coverage, options and features
• Input accurate information to ensure correct risk assessment and premium calculation
• Field underwrites to ensure only binding appropriate types of risk for agency appetite
• Track leads and progress throughout the quoting process and maintain appropriate follow-up
• Cross-sell additional lines of business
• Obtain referrals

• Associate degree in business-related field or minimum 2-year equivalent training/work experience.
• Prior sales experience is a must.
• Prior personal lines (auto & home) in-agency insurance experience with a basic knowledge of coverage, industry principles and products.
• Comfortable with identifying opportunities, asking for and closing the sale of additional insurance products & services.
• Excellent communication and interpersonal skills combined with the ability to work independently and as part of a team.
• Active P&C Insurance licensed
• Ability to both prioritize, as well as review, record and organize data from a variety of sources.

• Bachelor’s degree
• Commercial lines insurance knowledge and experience
• Working familiarity of Agency Management Systems
• Fluency in Spanish also a plus.

Entry level

Full-time

Sales, Business Development, and Finance

Banking, Financial Services, and Insurance

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