Licensed Sales Associate
Essential Functions Provides sales and retention support for house accounts including but not limited to:
calling on lead lists, policy reviews, calling on lapsed and cancelled policies. Owns resolution of insured s inquiries and issues. Generates leads and referrals for insurance, membership products and other lines of business. Converts leads to sales for insurance products and memberships. Follows-up on past quotes and x-dates. Complies with minimum performance levels for lead generation, closed referral leads and net production as communicated by Branch Manager. Acts as effective team member, supporting and partnering with the Insurance Agent(s) to ensure their collective success. Support for P&C insurance agent(s) in activities such as pre-qualifying, pre/post sale paperwork, handling tasks up to and including closing business on agent s behalf when agent is unavailable due to vacation, pre-approved outside business building activities or working with face-to-face in branch appointments. Knowledge/Skills/Abilities Demonstrated skills in sales techniques and ability to develop, track and effectively follow up on leads. Knowledge of desktop systems and Microsoft productivity tools; ability to use multiple, complex business applications including billing systems. Strong interpersonal, communication and listening skills. Insurance product knowledge and/or experience in customer service Bilingual communication skills (preferred). Education & Experience / Licenses & Certification High School Diploma or GED required, Bachelor's degree preferred. 2-3 years related work experience Property and Casualty Insurance License Licensed Sales Associate (BA15A3) Work Environment/Physical Requirements Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer. Competency Results Orientation (Intermediate) Customer Centricity (Intermediate) Drive and Initiative (Intermediate) Interpersonal Savvy (Proficient) Negotiating (Intermediate)
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
calling on lead lists, policy reviews, calling on lapsed and cancelled policies. Owns resolution of insured s inquiries and issues. Generates leads and referrals for insurance, membership products and other lines of business. Converts leads to sales for insurance products and memberships. Follows-up on past quotes and x-dates. Complies with minimum performance levels for lead generation, closed referral leads and net production as communicated by Branch Manager. Acts as effective team member, supporting and partnering with the Insurance Agent(s) to ensure their collective success. Support for P&C insurance agent(s) in activities such as pre-qualifying, pre/post sale paperwork, handling tasks up to and including closing business on agent s behalf when agent is unavailable due to vacation, pre-approved outside business building activities or working with face-to-face in branch appointments. Knowledge/Skills/Abilities Demonstrated skills in sales techniques and ability to develop, track and effectively follow up on leads. Knowledge of desktop systems and Microsoft productivity tools; ability to use multiple, complex business applications including billing systems. Strong interpersonal, communication and listening skills. Insurance product knowledge and/or experience in customer service Bilingual communication skills (preferred). Education & Experience / Licenses & Certification High School Diploma or GED required, Bachelor's degree preferred. 2-3 years related work experience Property and Casualty Insurance License Licensed Sales Associate (BA15A3) Work Environment/Physical Requirements Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer. Competency Results Orientation (Intermediate) Customer Centricity (Intermediate) Drive and Initiative (Intermediate) Interpersonal Savvy (Proficient) Negotiating (Intermediate)
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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