Insurance Sales Professional

16 hours ago

Dallas, Texas, United States NAPAA Full time
Job Title: Licensed Sales Producer

At NAPAA, we are seeking a highly motivated and experienced Licensed Sales Producer to join our team. As a key member of our sales team, you will be responsible for maintaining and maximizing profitable relationships with property and casualty lines clients and growing the book of business through new client sales.

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.
  • Relationship Building: Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Sales and Growth: Actively prospect and solicit increases in existing client coverage, as well as network for new clients, including win backs.
  • Policy Management: Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
  • Client Support: Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
  • Renewal and Retention: Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Metrics and Reporting: 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.
  • Team Collaboration: Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Industry Knowledge: 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:
  • Insurance License: Hold the General Lines P&C Agent's insurance license required by the State of Texas and have a minimum of six months personal and commercial lines insurance account experience or comparable work experience.
  • Driver's License: Possess a valid driver's license and a source of reliable transportation.
  • Industry Knowledge: Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Sales Experience: Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • People Skills: Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Organizational Skills: 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.
  • Technology Skills: Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
Benefits:
  • Competitive Pay: Enjoy a competitive salary and benefits package.
  • Professional Development: Participate in ongoing education and training to enhance your skills and knowledge.
  • Job Stability: Enjoy job stability in a growing industry.
Becoming an Insurance Professional:

Insurance professionals go by many names: brokers, underwriters, claims representatives, adjusters, actuaries, etc. No matter the name, what they all have in common is a calling to help prepare people for the future. NAPAA members understand the value of customers and recognize that treating customers fairly and honestly is the only way to enjoy lasting success. Consumers can take comfort in knowing that, in terms of the qualities they seek in an insurance agent, NAPAA member agents are among the best there are. As there is an upcoming worker shortage in the Insurance industry, the demand for Insurance Professionals is growing every day. Is this career right for you?

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