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Insurance Sales Specialist
2 months ago
The Insurance Sales Specialist plays a crucial role in driving revenue by securing new group contracts, formulating broker development strategies, and acquiring new members through effective sales methodologies aimed at engaging and supporting brokers and members alike.
Under minimal oversight, the primary responsibilities of the Insurance Sales Specialist may encompass:
- Establishing and nurturing robust relationships with brokers to enhance sales across all product offerings.
- Identifying and reaching out to dormant brokers to uncover new sales avenues.
- Delivering product and technology training sessions for brokers and their teams.
- Conducting proactive sales outreach and follow-up communications with both active and prospective brokers.
Key Responsibilities
- Formulating and executing sales tactics, employing effective selling strategies to secure new medical and specialty business through agents and brokers.
- Facilitating agency training and aiding agents in crafting marketing strategies and lead generation, including but not limited to agent websites, quoting, and email marketing.
- Maintaining regular and effective communication with brokers to foster strong selling relationships and boost sales across all product lines.
- Engaging with new or inactive brokers to explore fresh sales opportunities.
- Participating in various industry events and conferences to cultivate new agency leads and expand business prospects.
- Handling inbound sales inquiries and providing product support to brokers through both written and verbal communication.
- Exhibiting a comprehensive understanding of our carrier partners' underwriting preferences, services, and product offerings.
- Staying informed about current industry trends.
Qualifications and Skills
- Maintain necessary insurance licenses and certifications.
- Achieve or exceed sales targets from new group submissions.
- Engage with potential and active brokers to enhance sales volume and offer consultative services to assist with purchasing decisions.
- Participate in marketing initiatives and present the value proposition of Warner Pacific Insurance to attract new brokers.
- Collaborate with team members to ensure consistent messaging and communication with brokers.
- Document leads and interactions in the designated CRM system.
- Identify potential workflow improvements and communicate suggestions to management.
- Work alongside marketing to create relevant promotional materials.
- Conduct all business dealings with a sales-oriented mindset, prioritizing sound purchasing recommendations for brokers and members.
- Exhibit exemplary judgment, integrity, and professionalism in all job-related activities.
- Demonstrate the ability to identify and implement efficient processes to achieve desired outcomes.
- Provide support in other departmental areas as required.
- Other responsibilities as assigned.
Additional Requirements
- High school diploma or equivalent; advanced education or degree preferred.
- 1-3 years of experience in Insurance Sales.
- Valid life/health insurance license.
- Knowledge of sales principles, marketing strategies, and customer service processes.
- Ability to work independently while collaborating effectively with colleagues and clients.
- Exceptional interpersonal and communication skills, both written and verbal.
- Proven ability to negotiate effectively and maintain positive relationships with customers.
- Ability to manage multiple tasks efficiently and maintain attention to detail.
- Proficiency in Microsoft Office applications.
- Ability to perform essential job functions in a standard office environment.
