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Insurance Sales-csr Associate

3 months ago

Algonquin, United States Brazelton Insurance Group, Inc. Full time

Overview:
We are seeking a highly motivated and customer-focused Sales and Service Associate (full-time) to join our team. As a Sales and Service Associate, you will play a key role in promoting our products and providing exceptional service to our customers.

**Responsibilities**:

- Identify, qualify, and develop 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.
- Actively prospect accounts and solicit increases in existing client coverage as well as network for new clients, including win backs.
- 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 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 and answer questions, and participate in formal and informal meetings as needed.
- Maintain CE and participate 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 (P/C) required by your state and have a minimum of two years personal and/or commercial lines insurance experience.
- Possess a valid driver’s 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 an 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 Technology and Computer proficiency including agency management systems.

**Benefits**:

- Competitive salary based on experience
- Training provided
- Health insurance coverage available
- Paid time off for vacation and personal days

Pay: $40,000.00 - $55,000.00 per year

**Benefits**:

- Health insurance
- Paid time off

Supplemental pay types:

- Bonus opportunities

Weekly day range:

- Monday to Friday

Work setting:

- In-person
- Office

**Experience**:

- insurance: 2 years (required)

License/Certification:

- Property & Casualty License (required)

Work Location: In person