Robb & Associates

What youll do

• Drive new business growth through outbound prospecting, referrals, networking, and lead follow-up
• Quote, present, and close coverage across:
• Commercial lines (small business, liability, commercial auto, workers compwhere available)
• Farm & Ranch (farm property, liability, equipment/outbuildings, livestockwhere available)
• Supplemental health products (as applicable)
• Personal lines as needed to round out accounts (auto/home/umbrella)
• Conduct needs-based discovery conversations and present tailored solutions
• Maintain a pipeline and follow-up cadence; document activity in agency systems/CRM
• Coordinate with underwriting/carriers to submit complete applications and move business to bind
• Meet monthly activity and production goals (calls, appointments, quotes, issued policies)

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Work from Home

Retirement Plan

Life Insurance

Licensing Assistance

Work-Life Balance

Flexible Hours

Mon-Fri Schedule

• Client Engagement: Build and maintain relationships with potential and existing clients, understanding their insurance needs and providing appropriate solutions.
• Plan Customization: Develop personalized insurance plans that cater to the unique circumstances and requirements of each client.
• Sales Strategy: Identify opportunities for cross-selling to enhance client portfolios and provide comprehensive coverage.
• Client Retention: Ensure client satisfaction through consistent follow-up, addressing any concerns or changes in their insurance needs.
• Industry Knowledge: Stay informed on the latest trends and changes in the insurance industry to offer updated and accurate advice.

• Licensing: Active Wisconsin and/or Minnesota/Iowa/Michigan Property & Casualty or Life License is strongly preferred.
• Experience: Previous experience in insurance sales or a related customer service field is highly desirable.
• Communication Skills: Excellent verbal and written communication skills are required.
• Customer-focused: Strong aptitude for understanding and meeting client needs and preferences.
• Tech-Savvy: Proficiency in using CRM software and other digital communication tools is advantageous.
• Preferred: Commercial insurance sales experience; farm/ag background or farm/ranch experience