Insurance Sales Specialist

Posting ID : A1068488272
Date Posted : 2015-08-18
Category : Sales

The Sales Specialist role markets, prospects, and sells Insurance products in all product lines. Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings.

The All Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for all product lines.

Insurance Sales
Develops knowledge of the local market dynamics for business development opportunities for all product lines.
Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers.
Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers.
Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts. (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups).
Secures new business through individual effort and established lead methods.
Prepares quotations and applications and delivers effective presentations in order to close sales.
Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed.
Conducts sales and review appointments with prospective and current customers.
Meets and exceeds sales goals.

Knowledge and Skills
P/C license
Participates in continuing education and professional designation programs.

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