Sales Agent - CA04022025-3

Duties and Responsibilities

• Develop and maintain professional relationships with prospective and existing clients.
• Work in line with company policies, procedures and regulations when carrying out sales.
• Call prospective clients by operating company telephone and computer program.
• Knowledge of Carrier Appetites.
• Shop current and prospective client policies with multiple markets and present quotes.
• Follow up with underwriters negotiating rates, providing additional information, and binding policies.
• Service clients throughout the policy term which includes rate questions, carrier questions, policy questions, claim maintenance, advise client where to classify employees, assist with carrier audits, etc.
• In person meetings/travel to see clients is required
• Maintain monthly sales quotas.

Qualifications

• Highschool Diploma or GED
• Required to obtain an active license in Property & Casualty Insurance.
• Track record of being results driven, persistent, and motivated to make sales.
• Effectively manage time.
• Able to meet call volume and sales quotas.
• Strong Interpersonal skills, communication skills, customer services-oriented sales experience, and analytical skills are required.
• Must keep up with product knowledge.
• Experience working in a business professional environment.

Language Ability

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees of organization.

Math Ability

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's.
• Ability to perform these operations using units of American money and weight measurement, volume, and distance.

Reasoning Ability

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills

• To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Outlook, & Microsoft Excel.
• Have an average typing speed of 65 to 75 WPM.

Knowledge, Skills and Other Abilities

• Oral and written communication skills
• Time management
• Professionalism
• Fast-paced environment
• Multitask
• Resilient
• Self-motivated
• Sales oriented
• Customer service
• Organization

Physical Demands

• While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear.
• The employee is frequently required to talk or hear.
• The employee is occasionally required to stand, walk, and reach with hands and arms.
• The employee must occasionally lift and/or move up to five pounds.
• Specific vision abilities required by this job include close vision.
• Will also require to travel to visit clients.

Work Environment

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• The noise level in the work environment is usually moderate.