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Personal Insurance Sales Consultant
2 months ago
Leader Insurance, a proud subsidiary of Leader Bank, is seeking dedicated professionals to join our rapidly expanding team within one of the region's most dynamic community banks and mortgage lenders. Since our inception in 2002, we have transformed from a single branch with modest assets into a thriving institution with $4 billion in assets and over 400 team members across multiple locations.
Our commitment to exceptional products and innovative practices has fueled our impressive growth. At Leader Bank, we prioritize our clients' needs, ensuring they feel valued and fostering long-term relationships through continuous enhancement of our services and offerings. We also emphasize competitive compensation, comprehensive benefits, and a work environment that champions diversity and inclusion.
Position Summary
If you are looking for a role that allows you to focus on sales without the burden of excessive administrative tasks, we invite you to consider joining our tech-savvy agency. We aim to streamline the sales process, enabling you to dedicate your efforts to what truly matters—selling.
Leader Insurance is redefining the agency experience by integrating modern technology and a client-focused approach typically associated with Fintech and Insuretech companies. Our utilization of Vertafore's open API technology enhances the service we provide to both our clients and team members.
We are currently in search of a licensed Personal Insurance Sales Consultant to collaborate closely with our residential lending team on internal new purchase referrals. This role offers both a salary and commission structure.
Key Responsibilities
- Address customer inquiries regarding new insurance policies and provide guidance on their insurance requirements.
- Facilitate the placement of new business with carriers, ensuring alignment with member needs and agency profitability.
- Educate clients on coverage options, limitations, exclusions, and the various insurance products and processes available.
- Complete new business applications and ensure a smooth transition for new insurance clients to the service team.
- Adopt a consultative approach to offer expertise on carriers, coverage, products, systems, and procedures.
- Achieve monthly, quarterly, and annual sales targets.
Qualifications
- Property/casualty producer's license is required.
- 1 to 4 years of experience in a personal insurance sales capacity.
- Familiarity with rating and underwriting personal lines products.
- Knowledge of property and casualty products as well as agency carriers.
- Experience within an agency setting is preferred.
Leader Bank provides an outstanding compensation and benefits package, including a 401k plan with corporate matching, medical and dental insurance, and the opportunity to be part of a rapidly growing local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer, committed to fostering a diverse workplace free from discrimination based on race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.
