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Insurance Sales Representative

2 months ago

Marysville, Michigan, United States Brad Strunk - Farm Bureau Insurance Agency Full time
Job Summary

We are seeking a highly motivated and experienced Insurance Sales Representative to join our team at Brad Strunk - Farm Bureau Insurance Agency. As a Personal Lines Producer, you will be responsible for maintaining and maximizing profitable relationships with personal line clients and growing the book of business through new client sales.

Key Responsibilities
  • Client Acquisition and Retention
    • Identify, qualify, and develop personal insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
    • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Business Development
    • Actively prospect round accounts, solicit increases in existing client coverage, and 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.
  • Client Support and Education
    • Present policies to insured and educate them on coverages and rates.
    • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Performance Monitoring and Reporting
    • Monitor, review, and report on key metrics to ensure sales targets are achieved.
    • Execute sales activity documentation in a timely, accurate, and professional manner.
  • Team Collaboration and Professional Development
    • 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.
Requirements
  • Insurance License
    • Hold the insurance license required by your state.
  • Professional Qualifications
    • 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.
    • 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.
Benefits
  • Competitive Compensation and Benefits
    • Group Health/Dental/Vision Benefits
    • Retirement/Life Insurance Benefits
    • Competitive Pay
  • Professional Development and Growth Opportunities
    • Professional Development
    • Job Stability in a growing industry