Sales/Producer

4 weeks ago

Montclair, United States Blanca Haro Farmers Insurance Full time
Job DescriptionJob Description
  • Sell various types of insurance policies to individuals and businesses
  • Develop and maintain client relationships
  • Assess clients' insurance needs and recommend suitable coverage options
  • Provide excellent customer service by addressing inquiries and resolving issues
  • Stay updated on industry trends and changes in insurance policies and regulations
  • Prepare and present insurance quotes to potential clients
  • Process insurance applications and policy changes accurately and efficiently
  • Collaborate with underwriters to ensure policy accuracy and compliance

Benefits

Hourly Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off


Responsibilities

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Return all phone messages promptly.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products and services.

Prospecting and generating new businessthrough leads & referral sources.

Generating insurance quotes.

Provide exceptional customer service and support.

Be outstanding at relationship building.

Develop and maintain client relationships.

Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.

Cold call, direct email and perform other lead generation activities.

Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

Maintains phone time or sales quotas as determined by management.

Grow sales revenue by utilizing phone, email and potential client lists.

Provides on-going support to insurance clients as needed.

Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Presents and explains insurance policy options based upon prospective client needs and their personalgoals.

Provide customers with additional information about new products and services.

Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Work independently and as part of a team.

Attend industry events to network and build relationships.

Attend training and continuing education courses.


Requirements

Language:

Spanish (Required)

License/Certification:


Property & Casualty License and/or Life & Health license (Required)

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