Insurance Licensed Personal Lines Producer

The Insurance Advisor is responsible for the sale of insurance products. The position develops an active pipeline of leads as well as generates new business from outside sources. The Insurance Advisor is a member working in conjunction with other team members to secure new business for the Company.

The position does not supervise subordinate positions.

Essential Duties and Responsibilities

Achieves assigned sales objectives to include total policies, Agency commission, and type of policy. Actively works a pipeline of assigned leads with particular focus on assigned activity metrics such as contact rate, quote rate, and sales rate.

Develops an efficient cross-selling/account rounding strategy in order to sell multiple insurance products to new and existing clients, as well as generating new business sources (e.g. referrals, networking).

Works in conjunction with assigned Agency partners, participates in weekly huddle calls, periodic office meetings, and other events to build and maintain prosperous relationships with fellow member of the team in order to generate new business opportunities.

Follows a front-line underwriting process in order to place new insurance business with the proper insurance carriers, matching client needs with the appropriate insurance product at the best available cost to the client.

Works in conjunction with Agency's Account Managers and Account Associates to deliver optimal customer service for new and existing customers to assist in maximizing Agency renewal income. Ensures all new customers are aware of the Agency’s service delivery model and its commitment to customer satisfaction.

Adheres to all Agency workflows through the use of the Agency’s client management system and other tools and processes.

Attends meetings as scheduled by the Sales Manager and/or other management staff as deemed appropriate.

Performs other duties as assigned.

Minimum Qualifications

EDUCATION, CERTIFICATION, AND LICENSE REQUIREMENTS

High school diploma or GED

Associate’s or Bachelor’s degree preferred

Property and Casualty license required

Valid driver’s license required

EXPERIENCE

One (1) or more years of related sales experience preferred

Previous experience in the insurance or related industry strongly preferred

KNOWLEDGE, SKILLS, AND ABILITIES

Ability to understand insurance policy wording and contracts

Strong relationship building skills

Proficiency in Microsoft Office suite of products

Strong oral and written communications skills

Ability to multitask in a fast-paced environment

Strong customer service skills

Strong attention to detail

Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions

Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

Physical Demands and Work Environment of Job

PHYSICAL DEMANDS

The physical demands are representative and typical of similar jobs in comparable organizations. While performing the essential duties of this job, the employee will be required to:

Travel to customers frequently

Remain stationary for long periods of time

Move around the office as needed

Occasionally move objects up to 20lbs

Communicate with sufficient clarity on the telephone and in person

Operate a computer keyboard and standard office equipment frequently

WORK ENVIRONMENT

This job operates in an office environment and is exposed to usual office working conditions. The employee may occasionally be required to perform job duties outside of the typical office setting.

Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions of the job.

Pay: $50,000.00 - $70,000.00 per year

Benefits

• Flexible schedule
• Health insurance
• Paid time off

Work Location: In person