Sales Agent - Personal Lines

Insurance Office of America•San Diego, CA

24d•$55,000 - $65,000•Hybrid

About The Position

Responsible for interact ing with clients on complex accounts, devising creative solutions for coverage and costs. This role will exercise discretion and judgment on significant accounts, including negotiating pricing, interviewing clients, and analyzing information. This role will also implement company policies based on client circumstances, assist producers with cross-selling personal lines to commercial agents, handle new VIP accounts, and negotiate with underwriters. Responsibilities will also include quot ing , participat ing in outside sales, seminars, and act ing as the Carrier liaison.

Requirements

State required a ctive licensing
College degree or equivalent experience
Exceptional customer service and communication skills
Strong multi-tasking, organizational, delegation, and decision-making skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)

Responsibilities

Client Solutions: Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs.
Client Information: Collect and analyze client information.
Client Interaction: Regularly interact with clients in a professional and timely manner.
Producer Assistance: Assist the Producers for new and existing clients as needed.
Sales Goals: Achieve established sales goals.
Marketing Expertise: Provide marketing expertise.
Networking Opportunities: Provide networking opportunities.
Champion IOA core values and demonstrate integrity and leadership.