Insurance Sales Associate

Liberty Mutual • Appleton, WI

2d • Onsite

About The Position

Comparion Insurance Agency is seeking an Insurance Sales Associate to support a Comparion Insurance Sales Agent in profitable growth through new business sales and customer retention. The position requires in-office work and the employee must reside in Wisconsin. Listening and empathizing are important to serving as an initial point of contact for customers. Success also involves building a local network and developing in-person relationships in the community.

The associate uses consultative sales techniques, supports new-business processing, identifies cross-selling and marketing opportunities, and helps maintain customer retention. Unlicensed candidates will be enrolled in new-hire training, including an insurance licensing program; Comparion covers the training materials and exam fees.

Comparion Insurance Agency is backed by Liberty Mutual and describes its workplace as committed to inclusion, leadership development, and employee resource groups. Comparion serves customers through a network of agents and offers products from 50 insurance companies.

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 who is 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.
• Must reside in Wisconsin.
• Must meet in-office requirements.

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.
• Act as the initial contact for customer concerns regarding policy establishment and new-account status.

Benefits

• Comparion covers the cost of licensing training materials and exam fees for unlicensed candidates enrolled in its training program.
• Leadership development programs aimed at advancing, engaging, and retaining under-represented talent.
• Employee Resource Groups that support connection, learning, engagement, and personal development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED