Insurance Sales Specialist - Mortgage Channel

Huntington National Bank•Detroit, MI

18d•Onsite

About The Position

The Insurance Sales Specialist-Senior requires basic technical and personal insurance product knowledge in the daily responsibilities of performing inbound and outbound phones sales using multiple insurance carriers. The role involves selling personal insurance products to individuals through inbound and outbound calls, identifying prospective customers, and counseling them on protection and coverage. It also requires developing and maintaining business relationships, meeting sales goals, and staying updated on products, services, technology, and regulations. Collaboration with insurance partners and Call Center Bankers is essential to meet customer needs. Assignments are regularly monitored, and work is screened according to agency standards. The position requires limited independent decision-making and moderate supervision.

Requirements

High school diploma or equivalent
Property & Casualty insurance license
1+ years of personal lines insurance product knowledge
Proficient with computers; comparative rater, carrier sites to perform quoting and documentation of actions, as well as internal Systems, MAX, ESS, etc.
Maintains up to date knowledge of products, services, technology and regulations.
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

The drive to consistently achieve the best sales results and meet high volume deadlines in a call center environment
A high energy and personable "over the phone" communication style that allows you to be successful in engaging and guiding our customers
A consistent organizational style and system that allows you to manage a high volume of customers in various stages, from start to finish, including documentation and follow-up
Experience working with complex products/processes to allow you to easily translate those skills into understanding complex coverage details and underwriting guidelines
A comfort level working with PC's and Microsoft Office programs, and the flexibility to learn and adapt to new software applications
Recent experience selling/upselling additional products/services with enthusiasm and desire to provide the optimum experience to your customers is to be evident in your results

Responsibilities

Sell personal insurance products to individuals.
Inbound and Outbound calls to prospective clients.
Identify prospective customers using established lead methods.
Counsel and advice prospects on matters of protection and coverage.
Develop and maintain business relationships with internal and external referral sources.
Meet goals for volume of quality new business quoted and written within company guidelines.
Proficient with computers; comparative rater, carrier sites to perform quoting and documentation of actions, as well as internal Systems, MAX, ESS, etc.
Maintains up to date knowledge of products, services, technology and regulations.
Interact closely with insurance partners and/or Call Center Bankers to meet customer needs.
Assignments are regularly monitored and work is screened according to agency standards.
Perform other duties as assigned.