Insurance Sales Agent

Howard Hanna Real Estate Services•Virginia Beach, VA

8d•$45,000 - $75,000

About The Position

The insurance sales position serves as the growth engine for Howard Hanna Insurance Services. This role is responsible for achieving sales targets and effectively managing client relationships. Through proactive communication with potential and existing clients you will grow the agency’s book of business, ensuring client needs are met with the highest standards of service. This will include calling on lost business, unsold quotes and monoline business for account rounding. This role is the face of our agency for existing customers as well as to agency prospects.

Requirements

Property & Casualty insurance license or open to licensing
Principles
Address difficult issues professionally and quickly
Listen to learn and strengthen the agency
Outlast the suck of adopting change
Be driven to achieve the agency’s goals
Follow-Through
Lives up to verbal and written agreements, demonstrating reliability and accountability, regardless of personal costs.
Adaptability
Quickly and proficiently absorbs new information, demonstrating intelligence and adaptability in learning and applying new skills or knowledge.
Communication
Communicates clearly and persuasively, both verbally and in writing, ensuring articulation without verbosity, and effectively convincing others when necessary.
Teamwork
Promotes a collaborative environment by reaching out to peers and cooperating with supervisors, fostering strong team relationships and collective success.
Proactive
Acts independently with initiative, bringing new ideas and solutions to the forefront, driving positive change and innovation within the company.
Organization
Effectively plans, organizes, and schedules tasks, focusing on key priorities to enhance productivity.
Work Ethic
Demonstrates exceptional productivity with minimal wasted effort, characterized by a dedication to working hard and efficiently. A proven track record of going beyond standard expectations, including the willingness to put in long hours when necessary to achieve outstanding results.
Excellence
Sets and expects high standards for personal and team performance, striving for excellence and quality in all endeavors. Upholds the highest ethical standards, earns trust through actions, and maintains confidence by doing what is right, not just what is easy.
Receptive
Maintains openness to feedback and criticism, soliciting input actively and responding calmly to enhance personal and team performance.

Responsibilities

Sales agents are expected to meet a minimum monthly target of $60,000 in new business premium.
Regularly contact the lost business list, unsold quotes nearing renewal, and monoline accounts for reviews and rounding opportunities by using Smart Cycle in Agency Zoom.
Market all accounts effectively and present tailored proposals.
Align business placement with the agency's strategic goals.
Engage actively with customers, listening attentively and asking questions to understand their needs and forge strong relationships.
Strive to maintain a closing ratio of over 35% by adhering to the new business sales process.
Identify training needs and develop a personal improvement plan with managerial assistance.
Commit to regularly enhancing technical and sales skills.
Aim to improve agency retention, targeting a goal of 93%.
Achieve at least 75% multiline accounts on average.
Respond to new inbound inquiries within 5 minutes.
Conduct diligent follow-ups (5-6 calls) on new web business and after presenting pricing.
Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement.
Update the agency management system and carrier websites daily with information on prospects, new business, and service calls.
Prequalify insurance prospects for insurability and risk quality by completing the underwriting checklist..
Process request for Policy Coordinator to send insurance applications, including obtaining signatures, payments, binding coverage, and finalizing underwriting needs.
Share and participate in agency social media activities.
Contribute to agency branding efforts, including participating in photoshoots when invited.
Aim to obtain 5 new client testimonials monthly.
Utilize the management system as instructed, recording all client interactions and updates.
Respond promptly (the same business day) to queries from account managers.
Actively seek referrals from clients and follow up with new business 30 days post-sale.
Uphold a positive mental attitude and foster positive relationships with clients and agency staff.
Consistently work to improve efficiency, embracing technology tools and minimizing distractions.