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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)

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