Insurance Account Sales Representative

About the role

We consider the Insurance Account Sales Representative position to have the primary focus on Personal Lines Producer at Lemke Allstate Agency. This Person will be 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.
• Anticipate, respond to, and follow up on all existing client needs.
• 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.
• 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.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.

Qualifications

• Hold the insurance license required by your state and have a minimum of six (6) Months Personal and/or Commercial lines insurance account management experience.
• Possess a valid driver’s license and a source of reliable transportation.
• 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.
• Able to manage sales as well as office.

Benefits

• Job stability and growth
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Profit sharing
• Vision insurance
• Training & development
• 401(k)
• 401(k) matching