Insurance Professional

2 days ago

Phoenix, Arizona, United States American Family Insurance Full time
Job Summary

The Insurance Advisor is a key role in maintaining and enhancing customer relationships by conducting reviews of existing policies and making tailored recommendations. This position requires excellent communication and interpersonal skills to excel in cross-selling essential products to current clients and identifying and addressing service needs when our dedicated service team is unavailable.

Key Responsibilities
  • Sell and service life, property, and casualty insurance products to new and existing customers.
  • Estimate and quote policy premiums in compliance with underwriting guidelines.
  • Perform office tasks as needed and assigned by the Branch Sales Manager.
  • Gather necessary information to assess prospective customers against underwriting criteria.
  • Convert incoming leads into qualified customer engagements and manage a prospecting pipeline.
  • Provide exceptional customer experiences by directing potential customers to appropriate resources.
  • Develop and execute a retention program for the existing customer base.
  • Meet sales and quality goals consistently.
  • Develop, maintain, and cultivate community contacts to enhance company visibility and maximize new business opportunities.
  • Collaborate with clients, corporate partners, and community members to foster relationships.
  • Work with leaders to create social media content.
  • Attend community events.
  • Participate in testing new products and processes.
  • Stay updated on industry trends and best practices.
  • Multitask with a variety of systems.
Requirements
  • Attention to detail to provide accurate quotes to clients.
  • Ability to work independently and as part of a team.
  • Ability to work with curiosity and flexibility to engage in testing and implementing new initiatives.
  • Willingness to learn and adapt in a fast-paced environment.
  • Proven ability to build and maintain relationships with clients and partners throughout the company.
  • Ability to multitask on multiple computer systems/screens during a quote.
  • Ability to clearly explain insurance concepts and coverages to clients.
  • Prefer 2+ years' experience in insurance.
Benefits

The Insurance Advisor will receive base pay plus variable compensation and our corporate benefits package. We provide comprehensive medical, dental, vision, and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays, and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families.

Work Environment

This is a flex office/home role, and you will be expected to work a minimum of 10 days per month from the Chandler, AZ office. Travel requirements are up to 10%.

Physical Requirements

Work that primarily involves sitting/standing.

Equal Opportunity Employer

American Family Insurance is an equal opportunity employer. It is our policy to comply with all applicable federal, state, and local laws pertaining to non-discrimination, non-harassment, and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.

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