Job Description
Job Description
Responsibilities:
- Achieve new business premium and revenue targets on a monthly and annual basis by implement marketing and sales strategies to develop a strong network of prospective clients.
- Provide advice to clients on potential coverage gaps and important lines of coverage to protect their business or personal property.
- Active selling through the following activities:
- Develop leads list and contact them via phone, email, social media, and face to face meetings (in person/video).
- Build a database of expiration dates by making a minimum of 50 phone calls each day.
- Target accounts for prospect for a specific portfolio of products.
- Actively cross-sell, up-sell and seek to have a closing ratio of 25% or better.
- Review insurance applications and deliver timely quotes with the intent of selling insurance.
- Weekly drop-in days to build relationships and solicit new business opportunities (5-10 drop-in visits per day out).
- Soliciting referrals from all sources including clients, prospects, friends, family and familiar acquaintances.
Requirements:
- College degree or equivalent business experience preferred.
- Sales Experience: New to insurance sales and no previous sales.
- Property & Casualty Insurance License or commitment to obtain within 60 days.
- Pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.
- Communication Skills: Excellent verbal and written communication skills, with the ability to effectively communicate complex insurance concepts to clients.
- Strong organizational skills, networking and relationship ability.
- Self-Motivation: Strong self-motivation and a drive for success, with the ability to work independently.
- Remain flexible under the pressure of a heavy workload and critical deadlines.
- Tech-Savviness: Proficient in using AMS360 software and other sales tools to manage leads and track progress.
- Open to coaching and continuous improvement.