Licensed Associate Agent

Sheppard Insurance Agencies•Milford, OH

8d•$50,000 - $75,000•Hybrid

About The Position

Are you looking for a meaningful career in a local business that has national brand support people recognize and trust? As a Licensed Insurance Agent, you will be a vital member of our team, utilizing your core skills in insurance to assist current customers as well as quote, consult and present options effectively to prospective customers. With proven skills in customer service and sales, you will be responsible for excellent service to our customers as well as contributing to our overall growth by hitting sales goals. You'll do this by being awesome on each and every phone call that comes in! Join us in delivering exceptional service and helping clients navigate the complexities of insurance coverage. The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good. Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next – to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them. SIA is an established Allstate partner agency in SW Ohio serving the Tri-State area. Our elite team of insurance professionals strive to help protect our customers from life's uncertainties. We are customer focused always offering our time and professional consultation to deliver guidance, proper coverages and personal representation.

Requirements

Property & Casualty License
Strong interest in a sales career – sales experience preferred
Strong customer service and relationship building skills
Minimum of 1 year insurance experience
Confident, motivated and goal oriented individual who works well independently
Able to multi-task, follow through, and follow-up
Have excellent verbal and written communication skills

Responsibilities

Managing incoming calls from customers related to their insurance policies with the goal retaining each and every account
Managing incoming calls from prospects looking for insurance options with goal of adding customers, households and policies
Assisting customers with their inquiries about policy details, claims, premiums, and more
Processing policy changes, updates, and cancellations as per the client’s request
Explaining the different types of insurance policies and coverage to customers
Identifying and assessing customers’ needs to achieve satisfaction
Resolving product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, and following up to ensure resolution
Maintaining records of customer interactions, processing customer accounts, and filing documents
Contributing to team effort by accomplishing related results as needed
Up-selling and cross-selling insurance products and services to existing customers based on their needs
Achieve sales goals through generating new business and cross-selling existing customers
Serve your local community by helping them prepare for life’s uncertainties