Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, meeting clients in or outside the office for appointments, and profit goals.
Core Job Duties include (but are not limited to) :
· Must be licensed in Property & Casualty as well as Life, Accident and Health
· Solicits and writes new business for his/her specialist department (PL, Life, Commercial, FFS)
· Coordinates with the agent and/or operations manager to aid in determining proper coverage
· Field underwriting and rating for new accounts
· Maintains knowledge of new products and initiatives. Pursues a program for development of personal and business skills
· Actively solicits expiration dates from new clients and prospects
· Develops quoting on quotes not closed to actively solicit new clients
· Meets the production requirements and goals assigned by the agent or District Manager
· Maintains monthly sales records and provides a copy for review to the agent and/or operations manager
· Performs other duties as assigned
Business Results: Ability to meet individual performance, metrics and goals
Drive and Productivity: Able to bring about great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
Innovation: Accepts innovation and improvement recommendations
Communication: Acceptable verbal and written communication skills
Team Work: Accepts feedback when offered and works well with others
Requirements:
· Entrepreneurial spirit, drive and ambition
· Successful track record in previous/current field of employment
· Responsible driving record
· Good credit history
· No criminal convictions, felonies or misdemeanors within 10 years
· No bankruptcies within 3 years
· Previous insurance experience NOT required
Job Type: Permanent
Pay: $30,000.00 - $65,000.00 per year
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
Language:
- English and Spanish (Preferred)
License/Certification:
- Insurance Property and Casualty License (Preferred)
- Life Insurance License (Preferred)
Work Location: In person