Insurance Sales Specialist

Our team is seeking a motivated and dedicated Insurance Sales Specialist to join our agency. As an Insurance Sales Specialist with American Family Insurance - Dern Agency Inc., you’ll contact prospective clients and help customers determine which of our plans best fits their needs while building lasting relationships with them.

To succeed in this role, you’ll need to be outgoing and an excellent communicator, ready to prospect for new business, and help clients in any way you can.

Job Description

The Insurance Sales Specialist is a licensed insurance producer who sells auto, property, casualty, life, and other types of insurance policies and coverage. This position is a W2 base commission employee.

Objectives of this role

An Insurance Sales Specialist is responsible for contacting potential clients, assessing their insurance needs, explaining different policy options, and selling appropriate insurance plans by building rapport and understanding their financial situation, ultimately aiming to close sales and achieve goals through effective sales strategies.

Duties/Responsibilities

• Source potential clients through professional networks, cold calls, and referrals.
• Engage with prospective clients through email, phone, or in person to discuss the company’s insurance offerings.
• Explain various insurance policies and products to potential clients, guiding them toward the best option to meet their needs.
• Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
• Build customized insurance policies and packages.
• Close sales and bind insurance policies.
• Achieve sales goals.
• Become familiar with and retain information about the insurance plans offered.
• Stay knowledgeable of insurance trends and practices.
• Performs other related duties as assigned.

Required Skills/Abilities

• Self-motivated, resilient spirit and persistent nature
• Strong analytical skills with a goal-oriented mind
• Proven experience networking and building long-lasting relationships
• Outgoing personality with excellent interpersonal and sales skills
• Ability to seek out leads and new clients
• Maintain reports and records of insurance policies
• Superb organizational and multitasking skills
• Basic math and data skills
• Computer literacy

Preferred Qualifications

· High school diploma or equivalent required

· Property and Casualty, Life insurance licenses required before starting

· Background check required

Compensation, Benefits, and Schedule

· W2 base commission employee

· Compensation is tied directly to sales

· 401(k)

· 401(k) matching

We work Monday to Friday, with No weekends and No holidays.

Job Types: Full-time, Permanent

Pay: $42,500.00 - $88,900.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule

Work Location: In person

Salary : $42,500 - $88,900