Insurance Sales Representative
5 days ago
The Lori Buhagiar Allstate Agency is a leading insurance agency in the area, consistently recognized for growth and customer satisfaction.
We are seeking a highly motivated and customer-focused Sales and Service Agent to join our team. As a Sales and Service Agent, you will play a critical role in helping our clients secure the best insurance policies to protect them and their families.
Key Responsibilities:
- Identify 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.
- Actively prospect, round accounts, and solicit increases in existing client coverage, as well as network for new clients and win back previous clients.
- Obtain the best coverage and rate for insured clients, process quotes, and bind insurance coverage, and follow up as necessary with inspection, photos, and other documentation.
- Present policies to insured clients 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:
- A Property & Casualty (P&C) Producer License is required for the position, but we can provide guidance on obtaining the necessary license.
- Excellent communication and interpersonal skills, with the ability to work well with peers and clients.
- Strong computer skills and the ability to multitask.
- A passion for helping others and a drive to succeed.
- The ability to close deals and meet sales targets.
Benefits and Perks:
- Competitive pay and benefits package, including medical, dental, vision, and 401K.
- Professional development and training to maximize sales performance.
- Job stability in a growing industry.
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