Benefits:

• Bonus based on performance
• Competitive salary
• Training & development

Objective
The Sales Specialist / Customer Service Representative role sells and services American Family Insurance products including home, auto, and life insurance. 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 Personal Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for personal lines products.
Insurance Sales

• Demonstrates knowledge of the local industry trends
• Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
• Proactively cross-sells to provide additional coverage to existing customers
• Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts
• Prepares quotes 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

Insurance Service

• Retains existing customers by providing exceptional 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 are 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

• 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; and Casualty; and Life
• 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 agricultural insurance industry prospecting and sales experience

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.