Insurance Sales Specialist

Hazen Insurance Agency LLC•Bloomington, IN

2d•$35,000 - $90,000•Hybrid

About The Position

The Insurance Sales Specialist is a dynamic, results-driven professional responsible for growing personal lines insurance products, including auto, home, life, and commercial insurance. The role uses proactive sales initiatives, innovative strategies, and client relationship-building to achieve sales performance goals while aligning with Agents First’s strategies and emphasizing client-centric service and community engagement. The specialist develops new business, assesses client insurance needs, recommends appropriate coverage, and reviews existing portfolios to keep coverage adequate and current. The role also provides customer service, educates clients about insurance products, supports client satisfaction and retention, and builds relationships with community members and referral partners. The position collaborates with the sales team and other departments, participates in sales meetings and training, and uses CRM software and other sales tools to monitor activity and performance. It prepares sales reports and forecasts and refines sales approaches using data and client feedback. This is a full-time, office-based position with potential remote-work flexibility. Travel may be required for client meetings, community events, and industry conferences; occasional evenings or weekends may be needed based on client needs.

Requirements

Willingness to obtain or actively hold a Personal Lines insurance license prior to employment.
At least 2 years of personal lines insurance sales experience.
A proven record of achieving and exceeding sales targets.
Experience developing and executing aggressive sales strategies and initiatives.

Nice To Haves

Familiarity with Agents First’s strategies and initiatives.

Responsibilities

Develop and implement proactive sales strategies to meet and exceed targets for personal lines insurance products.
Identify and pursue new business through networking, referrals, and lead-generation activities.
Research market trends, competitors, and client needs.
Build and maintain client relationships by providing personalized insurance solutions.
Assess clients’ insurance needs and recommend appropriate coverage.
Review clients’ insurance portfolios regularly to ensure coverage remains adequate and up to date.
Respond promptly to client inquiries, concerns, and claims.
Educate clients about insurance products and help them make informed decisions.
Follow up with clients to support satisfaction and retention.
Participate in community events, local business networks, professional associations, industry events, trade shows, and client meetings to promote the agency.
Build relationships with referral sources, including real estate agents and mortgage brokers.
Collaborate with the sales team and other departments to provide a seamless client experience.
Share market insights and sales strategies with team members.
Participate in sales meetings, training sessions, and professional development activities.
Use CRM software and other sales tools to track and analyze sales activity, client interactions, and performance metrics.
Prepare sales reports and forecasts for management review.
Refine sales strategies using data insights and client feedback.
Travel as needed for client meetings, community events, and industry conferences.