Sales Specialist - Personal Lines

Jennifer Hockers & Associates LLC

Madison, WI

$20 to $27 Hourly
Full-Time

Job Description

Benefits:

Paid Holidays
Simple IRA Matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Company parties
Donation matching

Objective
The Sales Specialist role markets, prospects, and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The Personal Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for personal lines products.

Insurance Sales

Develops knowledge of the local industry and market dynamics for development opportunities
Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
Proactively cross-sells and or coordinates with agency team members to provide additional coverage to existing customers
Prospects for new business through leads, telephone calls, networking events,
Secures new business through individual effort and established lead methods
Conducts sales and review appointments with prospective and current customers
Meets and exceeds sales goals

Company and Brand Promotion

Develops, maintains, and cultivates industry contacts to enhance agency visibility and maximize new business opportunities
Participates in events designed to promote brand awareness and educate consumers

Insurance Service

Retains existing customers by providing industry-leading customer experiences
Ensures completion of requested account and policy updates and changes
Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues

Knowledge and Skill Development

Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology
Participates in continuing education and professional designation programs

Education/Licenses/Designations

Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty; and Life
Valid drivers license required

Role Requirements

Ability to work independently to plan, set priorities and organize work
Active involvement in the local community
Demonstrated sales and customer service experience
Excellent oral and written communication skills
Demonstrated analytical skills
Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.

Preferred Knowledge/Skills/Education/Designations