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Assistant Inbound Insurance Sales Jobs in Minnesota

MidCountry Bank

Insurance Sales Producer

Saint Paul, MN · On-site

Submit all documents to insurance company to issue policy * Achieves sales goals 3. Performing ... Responsive to customer inquiries * Assist with claims issues 4. Referrals and Foster Relationships ...

MidCountry Bank

Insurance Sales Producer

Hastings, MN · On-site

Submit all documents to insurance company to issue policy * Achieves sales goals 3. Performing ... Responsive to customer inquiries * Assist with claims issues 4. Referrals and Foster Relationships ...

Obregon agency

Insurance Sales Representative

Mankato, MN · On-site

$55K - $75K/yr

... * Assist senior agents in communicating with clients, understanding their needs, and providing ... Eagerness to learn about insurance products, sales techniques, and industry trends to stay informed ...

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Assistant Inbound Insurance Sales information

What is the difference between Assistant Inbound Insurance Sales vs Customer Service Representative in the insurance industry?

AspectAssistant Inbound Insurance SalesCustomer Service Representative
Primary RoleAssist inbound sales inquiries, promote insurance products, close salesHandle customer inquiries, provide policy information, resolve issues
Required CredentialsInsurance licenses, sales experience often preferredCustomer service skills, sometimes insurance knowledge
Work EnvironmentCall centers, insurance agencies, remote optionsCall centers, insurance companies, retail locations
Employer & Industry UsageInsurance companies, brokers, agenciesInsurance companies, brokers, agencies

While both roles involve communication with insurance customers, Assistant Inbound Insurance Sales focuses on promoting and closing sales, requiring sales skills and licenses. Customer Service Representatives primarily handle inquiries and support existing policies, emphasizing customer support skills. Both roles are vital in the insurance industry and often share work environments and employer types.

What are the most commonly searched types of Inbound Insurance Sales jobs in Minnesota? The most popular types of Inbound Insurance Sales jobs in Minnesota are:
Assistant Inbound Insurance Sales jobs near you
Insurance Sales Producer

Insurance Sales Producer

MidCountry Bank

Saint Paul, MN • On-site

Other

Re-posted 29 days ago

Job description


JOB SUMMARY

The primary purpose of this position is to be the first point of contact for new and existing customers. The Sales Producer will assess clients' needs, offer tailored solutions, and provide outstanding customer service to ensure satisfaction. The Sales Producer will play an integral part in building long-term relationships and driving business growth.


This position will primarily support our East Side market, serving the communities of Apple Valley, Inver Grove Heights, and Hastings.



JOB RESPONSIBILITIES

1. Prospects and meets with potential customers to discuss their insurance needs and offer solutions

  • Marketing to identified and agreed upon niche markets
  • Solicit and receive referrals from MCB team members and current customers
  • Networking via professional associations, community groups and other organizations
  • Performing fact finding and gathering information on potential client
  • Determining customer needs and fit through risk analysis
  • Explaining MCI products and services

2. Completes and submits insurance applications and close the sales/obtain the business

  • Enter customer information in appropriate systems and analyze loss run data
  • Market and obtain rates with respective insurance companies
  • Finalize and present insurance proposal to the customer and ask for the business
  • Obtaining customers signatures as required for legal contracts and secure necessary payments
  • Submit all documents to insurance company to issue policy
  • Achieves sales goals

3. Performing policy maintenance and cross selling opportunities by:

  • Monitor expiration dates of policies and Contact customers regarding initial renewal activities
  • Re-marketing (TAM) and re-quoting (EZLynx) policies as needed
  • Contacting customer to secure final renewal
  • Communicating with CSR’s on customer changes or policy coverage needs
  • Responsive to customer inquiries
  • Assist with claims issues

4. Referrals and Foster Relationships with internal and external centers of influence:

  • Introduce customers to other internal partners for relationship deepening and cross-selling opportunities.
  • Identifying and develop relationships with accounting, legal, realtors, and estate planning professionals

5. Ensures sufficient training is completed and CEU’s and licenses are obtained and are current:

  • Attending formal classroom setting training and/or online classes
  • Passing quizzes and test with satisfactory scores
  • Completing internal company training (e.g. BAI) satisfactorily and timely

JOB REQUIREMENTS

Education-

  • Required: High School or equivalent
  • Preferred: Bachelor’s Degree or equivalent

Experience-

  • 5+ years of related experience

Certifications-

  • Current Insurance Agent Licenses


MidCountry Insurance Agency is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sexual orientation, marital status, national origin, disability or handicap, veterans status, genetic information or gender identity. MidCountry Insurance Agency is an EEO/AA Employer.