Agency Sales Representative; New Business Commercial, Farm & Ranch or Supplemental Health

Job Description

What you’ll do

• Drive new business growth through outbound prospecting, referrals, networking, and lead follow-up
• Quote, present, and close coverage across:
• Commercial lines (small business, liability, commercial auto, workers’ comp—where available)
• Farm & Ranch (farm property, liability, equipment/outbuildings, livestock—where available)
• Supplemental health products (as applicable)
• Personal lines as needed to round out accounts (auto/home/umbrella)
• Conduct needs-based discovery conversations and present tailored solutions
• Maintain a pipeline and follow-up cadence; document activity in agency systems/CRM
• Coordinate with underwriting/carriers to submit complete applications and move business to bind
• Meet monthly activity and production goals (calls, appointments, quotes, issued policies)

• Paid Time Off (PTO)
• Flexible Schedule
• Work from Home
• Retirement Plan
• Life Insurance
• Licensing Assistance
• Work-Life Balance
• Flexible Hours
• Mon-Fri Schedule

• Client Engagement:
  Build and maintain relationships with potential and existing clients, understanding their insurance needs and providing appropriate solutions.
• Plan Customization:
  Develop personalized insurance plans that cater to the unique circumstances and requirements of each client.
• Sales Strategy:
  Identify opportunities for cross-selling to enhance client portfolios and provide comprehensive coverage.
• Client Retention:
  Ensure client satisfaction through consistent follow-up, addressing any concerns or changes in their insurance needs.
• Industry Knowledge:
  Stay informed on the latest trends and changes in the insurance industry to offer updated and accurate advice.

• Licensing:
  Active Wisconsin and/or Minnesota/Iowa/Michigan Property & Casualty or Life License is strongly preferred.
• Experience:
  
  Previous experience in insurance sales or a related customer service field is highly desirable.
• Communication
  
  Skills:
  
  Excellent verbal and written communication skills are required.
• Customer-focused:
  Strong aptitude for understanding and meeting client needs and preferences.
• Tech-Savvy:
  Proficiency in using CRM software and other digital communication tools is advantageous.
• Preferred:
  Commercial insurance sales experience; farm/ag background or farm/ranch experience