Sales Support

Responsibilities

• Utilize consultative sales techniques to prospect and initiate new business sales.
• Assist in the processing of new business, including contacting customers to finalize sales and service transactions.
• Identify cross‑selling opportunities for Insurance Consultants.
• Contribute to and execute a marketing plan with the Insurance Consultants.
• Identify marketing prospects through existing book of business and community prospecting opportunities.
• Meet monthly goals for new business sales.
• Complete follow‑ups on new policies in order to keep retention level high and capitalize on cross‑selling opportunities.
• Coordinate activities with other departments to ensure quality customer service.
• Act as initial contact in addressing customer concerns regarding establishment of policies and new account status.

• Bachelor's degree or equivalent training.
• 1–3 years of relevant work experience.
• Excellent presentation, verbal and written communication, and analytical skills.
• Ability to work independently to plan, set priorities, and effectively organize work.
• Ability to handle multiple tasks with varying time constraints.
• Previous sales experience a plus.
• Demonstrated track record of meeting sales goals and/or quotas a plus.
• Must attain and maintain current state insurance license in property, casualty, life, accident, and health.