Associate Sales Representative - Personal Lines
About The Position
The Associate Sales Representative in this role works as an assistant to top-selling New Business Sales producers. Responsible for learning all agency processes, systems, procedures, and quality control measures. Responsible to help top producers by calling prospects, quoting prospects, selling policies, processing policies, and adhering to all operational procedures. Establishes customer rapport through mutual trust and respect. Your Impact: Assists top producers with clerical/administrative work to learn the insurance industry. Prepares quotes, creates and sends applications, processes applications, completes sales process such as binding coverage and emailing ID cards. Efficiently and accurately calculates / presents quotes and writes insurance applications. Works knowledgably within carrier underwriting guidelines and effectively presents risks for consideration that fall outside of guidelines. Follows up regarding pending or incomplete transactions as needed. Places outbound calls to prospects within specified timeframe. Reviews and analyzes reports and other data to monitor progress towards stated goals. Analyzes the prospect’s current insurance coverage and suggests additions or changes. Maximizes opportunities to upgrade and/or cross-sell additional products. Consistently asks for referrals. Tracks quote activity and generates periodic reports for manager summarizing results. Keeps current with insurance company guidelines for multiple carriers / insurance lines. Maintains insurance product knowledge and selling techniques. Responsible for meeting individual retention and quality of business targets. Reviews and analyzes lapse reports and other data to monitor trends in terminations. Provides input to management to help identify opportunities to improve retention.
Requirements
- Associates degree and 2+ years’ experience in customer service and/or sales, preferably in the insurance industry; or an equivalent combination of education and experience.
- Strong interpersonal skills and ability to effectively communicate by phone.
- Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques.
- Self-directed with good decision making and time management skills.
- Proficient PC skills, knowledge of insurance administration software preferred.
- NYS Property & Casualty or Personal Lines license; or ability to become licensed within 60 days.
Responsibilities
- Assists top producers with clerical/administrative work to learn the insurance industry.
- Prepares quotes, creates and sends applications, processes applications, completes sales process such as binding coverage and emailing ID cards.
- Efficiently and accurately calculates / presents quotes and writes insurance applications.
- Works knowledgably within carrier underwriting guidelines and effectively presents risks for consideration that fall outside of guidelines.
- Follows up regarding pending or incomplete transactions as needed.
- Places outbound calls to prospects within specified timeframe.
- Reviews and analyzes reports and other data to monitor progress towards stated goals.
- Analyzes the prospect’s current insurance coverage and suggests additions or changes.
- Maximizes opportunities to upgrade and/or cross-sell additional products.
- Consistently asks for referrals.
- Tracks quote activity and generates periodic reports for manager summarizing results.
- Keeps current with insurance company guidelines for multiple carriers / insurance lines.
- Maintains insurance product knowledge and selling techniques.
- Responsible for meeting individual retention and quality of business targets.
- Reviews and analyzes lapse reports and other data to monitor trends in terminations.
- Provides input to management to help identify opportunities to improve retention.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
