Sales Specialist
The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customer s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.
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.
Company and Brand Promotion
Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities.
Participates in events designed to promote brand awareness and educate consumers.
Insurance Service
Retains existing customers by providing industry leading customer experiences.
Ensures completion of requested account and policy updates and changes.
Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues.
Knowledge and Skill Development
Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology.
Participates in continuing education and professional designation programs.
Education/Licenses/Designations
Successfully obtain and maintain a property, casualty, life, and health licenses.
Valid driver's license required.
Role Requirements
Ability to work independently to plan, set priorities, and organize work.
Active involvement in the local community.
Demonstrated sales and customer service experience.
Excellent oral and written communication skills.
Demonstrated analytical skills.
Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.).
Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers.
Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.
Preferred Knowledge/Skills/Education/Designations
Demonstrated knowledge of insurance concepts and principles.
Demonstrated effective multi-line insurance prospecting and sales experience.
College degree
Insurance designations (LUTCF, CHLC, CLU, CIC, or CPCU)
Working Conditions
This position requires the ability to work a schedule that includes evenings, nights, weekends, and holidays.
General office setting
Estimated Salary: $20 to $28 per hour based on qualifications.
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.
Company and Brand Promotion
Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities.
Participates in events designed to promote brand awareness and educate consumers.
Insurance Service
Retains existing customers by providing industry leading customer experiences.
Ensures completion of requested account and policy updates and changes.
Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues.
Knowledge and Skill Development
Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology.
Participates in continuing education and professional designation programs.
Education/Licenses/Designations
Successfully obtain and maintain a property, casualty, life, and health licenses.
Valid driver's license required.
Role Requirements
Ability to work independently to plan, set priorities, and organize work.
Active involvement in the local community.
Demonstrated sales and customer service experience.
Excellent oral and written communication skills.
Demonstrated analytical skills.
Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.).
Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers.
Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.
Preferred Knowledge/Skills/Education/Designations
Demonstrated knowledge of insurance concepts and principles.
Demonstrated effective multi-line insurance prospecting and sales experience.
College degree
Insurance designations (LUTCF, CHLC, CLU, CIC, or CPCU)
Working Conditions
This position requires the ability to work a schedule that includes evenings, nights, weekends, and holidays.
General office setting
Estimated Salary: $20 to $28 per hour based on qualifications.
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