Insurance Agency Owner

6 days ago

Loveland, United States Farmers Insurance Full time
Job DescriptionJob DescriptionBenefits:
  • Bonus based on performance
  • Flexible schedule
  • Training & development

The Agency Owner} is responsible for running their own office, maintaining and maximizing profitable relationships with personal lines clients and for growing their own book of business through new client sales.

Benefits/Perks:
  • Competitive Pay
  • Professional Development
  • Job Stability in a Growing Industry
Responsibilities:
  • Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
  • Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including winbacks.
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to the insured and educate them on coverages and rates.
  • Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Anticipate, respond to, and follow up on all existing client needs.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
  • Collaborate with team members, mentor staff, provide expertise answer questions, and participate in formal and informal meetings as needed.
  • Maintain CE participation in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Qualifications:
  • Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelors Degree or comparable work experience.
  • Possess a valid drivers license and a source of reliable transportation.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
  • Looking to own and operate their own office with the support of the District Staff in the greater Loveland area.


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