Job Description

About the client : Our small insurance agency is dedicated to providing personalized service and tailored insurance solutions to meet the unique needs of our clients.

With a team of experienced agents, we offer a wide range of insurance products including home, auto, life, and business insurance.

We take the time to get to know our clients and understand their specific needs, in order to recommend the best coverage options for them.

We have nearly 25 years of combined insurance experience in our agency and look forward to continuing to grow.

About the position : The Member Account Specialist will market, prospect, and sell our products. You will create and maintain customer relationships, by understanding customer’s needs and matching them with appropriate product and service offerings.

Our Member Account Specialist will promote brand awareness through agency and community events. We need someone who has the mentality of being an independent worker that will get the job done and still work with the team to collaborate and implement new ideas and goals.

Your personality will be empathetic, approachable, and personable with the ability to listen and support our clients, customers, and team members.

Main Responsibilities : ( Additional day-to-day tasks will be discussed during the interview process. )

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

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

Salary Range : $37,500 - $95,000

Location : Lafayette, IN

Schedule : Part-time, Monday - Friday, 10 AM to 5 PM

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.

US Citizen or Permanent Resident required

Valid driver’s license required

Education / Licenses / Designations

Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position : Property;

Casualty; and Life; (Health is optional). Completing the license will begin after you are offered the job.

Benefits

• Paid Time Off
• Life Insurance
• Short-term and Long-term disability

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.

US Citizen or Permanent Resident required Valid driver’s license required Education / Licenses / Designations Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products.

The following lines of authority are required for this position : Property; Casualty; and Life; (Health is optional)

Last updated : 2024-05-03