Job Description

Summary:

Directly contributes to and supports sales goals of the agency as communicated from the agent to meet short-term and long-term goals for agency growth. this includes new business, cross-sell opportunities, customer service, retention, and profit goals.

Salary: $25,000.00 - $60,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Bonus Opportunities

Birthday Lunches

Fun Working Environment

Growth Mindset

Responsibilities

Core job duties include (but are not limited to):

• Contact businesses or private individuals by telephone or in person in order to write new business
• Adjust sales scripts to target the needs and interests of specific individuals
• Telephone or write letters/emails/texts in response to correspondence from customers, or to follow up on initial sales contacts
• Deliver prepared sales discussions, reading from scripts that persuade potential prospects to meet with the Agent with the intent to purchase insurance
• Obtain detailed prospect information such as name, address, contact information as well as current insurance expiration dates and risk information to build own database
• Coordinate with the agent to assist in determining proper coverage
• Field underwriting and rating for new accounts
• Maintain knowledge of new products and initiatives. Pursue a program for the development of personal and business skills.
• Actively solicit expiration dates from new clients and prospects
• Develop agency relationships with existing clients
• Meet production requirements and goals assigned by the agent
• Maintain monthly sales records and provide a copy to the agent
• Participate in social media campaigns
• Participate in networking and community events with Agent
• Help to develop new marketing methods/lead sources
• Maintain ROI records for multiple lead sources
• Have an active role in lead flow management

Requirements

Core competencies:

• Business Results: Ability to meet individual performance metrics and goals
• Drive and Productivity: Able to bring about great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
• Innovation: Accepts and assists in developing innovation and improvement recommendations
• Communication: Strong verbal and written communication skills
• Team Work: Accepts feedback when offered and works well with others

Preferred skills and abilities:

• Active TX P&C General Lines license as well as active L&H license or ability to obtain L&H license within 30 days of employment (willing to obtain licenses)
• Bilingual - Spanish/English - preferred
• Four-year college degree is highly preferred. High school diploma required.
• Previous customer service experience, preferably in the insurance industry preferred
• Basic PC skills
• Basic math skills
• Strong analytical capability
• Conflict resolution skills
• Strong verbal and written communication skills

NOTE: This position may require having the flexibility to work non-standard hours and having the ability to adhere to a structured schedule.