Sales Specialist- Lines

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$60,000 - $80,000 (Salary + Commissions)

Posted on:

Reports to: Agency Owner

Pay
: $60,000 - $85,000 (Salary + Commissions)

The Sales Specialist is a staff member of the Agency and not an employee of American Family Insurance.

Position Overview

The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. 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.

Contact Information:  or

The All-Lines Sales Specialist is responsible for attaining sales, profitability and service goals for all product lines.

Insurance Sales

• Secures new business through individual effort and established lead methods
• Build relationships with clients through professional services
• Learn and develop expertise in personal and commercial insurance lines
• Develop knowledge of the local market dynamics for business development opportunities for all product lines.
• 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.
• Prepares quotations and applications and delivers effective presentations 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 community 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.

Education/Licenses/Designations

• A High School degree is minimum (prefers some college education)
• 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:
  Current Life and P&C insurance licenses required
• 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, You Tube, Instagram, Google+, Linked In, etc.

What we offer

• Competitive starting salary with commission growth potential
• Competitive Bonus structure
• Established client base and lead generation system
• Non-typical schedules (evenings or weekends) may be necessary on occasion
• Professional development and ongoing training
• Mentorship from experienced insurance professionals
• Clear advancement path within growing agency

Ideal Candidate

• Interest in building a career in insurance
• Ambitious and eager to grow with a successful agency
• Strong learning ability and professional attitude
• Customer service background preferred
• Detail-oriented with good organizational skills

Note:

The information contained in this role profile is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all accountabilities, activities, skills and knowledge needed to perform in this role. Please note that functions and work schedules are reviewed periodically and are subject to change based upon business need.