Customer Relationship Insurance Specialist
6 days ago
The Personal Lines Producer at Allstate Insurance is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.
Responsibilities:- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through 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, including win backs.
- Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured 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.
- 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.
- Hold the insurance license required by NY state and have a minimum of one year personal lines experience
- 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.
- Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- 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.
- Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
We offer a competitive compensation package of $40,000 - $80,000 per year, along with professional development opportunities and job stability in a growing industry.
About NAPAA:NAPAA members understand the value of customers and recognize that treating customers fairly and honestly is the only way to enjoy lasting success. As an Insurance Professional, you will have the opportunity to help prepare people for the future and make a positive impact in your community.
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