Personal Lines Sales Agent

Holman•Maple Shade, NJ

3d•$46,990 - $62,265

About The Position

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around. The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. Principal Purpose of Position: Engage key personnel at the Holman group of auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services. This may involve personal visits to dealerships, hosting small company sponsored luncheons or other marketing activities as directed by the business. Develop and maintain an active list of introductions and prospects that may be provided through the dealerships and other sources of referral business. In addition to working with existing Holman retail customers, this may involve lead follow-up from other sources of business and cross-selling existing insurance clients. Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household. Emphasis will be on understanding the holistic view of the household insurance opportunity. In addition to automobile insurance, this may include home, other property, excess liability and life insurance. Once needs and current insurance situation are established, develop quotes and information for clients that will specifically address their situation. Information should be delivered in a consultative, needs-based approach that will focus on value versus price. Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers. Attention to detail, adherence to underwriting guidelines and persistent follow-up will be critical for proper issuance of policies. Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested. Work closely with management team to help achieve premium and retention targets for all lines of selected business. Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization. Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives. This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the front-line. Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested. Every employee in the insurance business will share responsibility for creating a unique and positive experience for our clients, prospects and business partners during each interaction.

Requirements

Four-year college degree or demonstrated equivalent experience as determined by department management.
Property & Casualty Insurance License
Minimum of one-year experience in insurance industry
Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
Maintains a quality book of business – 85% retention and 1.4 policies per household
Flexibility in work schedule.
Adaptability.
Individuals must be highly organized and exceptional at following-up on assigned tasks
Focused on learning and personal growth.
Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation.
Dedicated to delivering exceptional customer care to all prospects and clients of the business.
Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies.
Excellent writing and communication skills.

Responsibilities

Engage key personnel at the Holman group of auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services.
Develop and maintain an active list of introductions and prospects that may be provided through the dealerships and other sources of referral business.
Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household.
Once needs and current insurance situation are established, develop quotes and information for clients that will specifically address their situation.
Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers.
Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested.
Work closely with management team to help achieve premium and retention targets for all lines of selected business.
Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization.
Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives.
Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested.