Insurance Sales Associate

Liberty Mutual•Exton, PA
•Onsite

About The Position

The Insurance Sales Associate works alongside and supports a Comparion Insurance Sales Agent in growing profitable new business and retaining customers. The role serves as an initial point of contact for customers and relies on listening, empathy, and consultative sales skills. Success involves developing a local network and building in-person relationships in the community. The position is based in the Exton, Pennsylvania office and is not remote. Unlicensed hires will attend a new-hire training class that includes licensing preparation; Comparion covers the training materials and exam fees.

Requirements

  • High school degree.
  • Exceptional written and verbal communication skills.
  • Ability to handle common objections and educate customers in a consultative manner.
  • Demonstrated self-starter, motivated to learn and grow in a professional sales organization.
  • Professional business acumen, strong presence, and confidence.
  • Resourceful team player who can contribute and accept new ideas.
  • A state insurance license in Property & Casualty and Life, or willingness to earn one with training and support.

Nice To Haves

  • 1–2 years of relevant sales experience preferred.

Responsibilities

  • Use consultative sales techniques to prospect and initiate new business sales.
  • Assist with processing new business, including contacting customers to finalize sales and service transactions.
  • Identify cross-selling opportunities for the Sales Agent.
  • Contribute to and execute a marketing plan with the Sales Agent.
  • Identify mass-marketing prospects through the existing book of business and community prospecting opportunities.
  • Meet monthly new-business sales goals.
  • Follow up on new policies to support retention and identify cross-selling opportunities.
  • Coordinate activities with other departments to ensure quality customer service.
  • Serve as an initial contact for customer concerns about policy establishment and new-account status.

Benefits

  • Comprehensive benefits
  • Workplace flexibility
  • Professional development opportunities
  • Employee Resource Groups
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