What are the responsibilities and job description for the Insurance Sales Representative position at American Family Insurance?
Company Description American Family Insurance is a national insurance provider with over 90 years of experience built on sound principles and strong customer relationships. The company focuses on delivering industry-leading service, an exceptional claims experience, and products that foster long-term trust. Policyholders are treated fairly, with a helpful and caring approach that makes it easy and convenient to work with the company. American Family Insurance operates with a culture of integrity, high ethical standards, and strong management examples that shape trust-based relationships with customers. This commitment to doing business the right way is a core expectation that the company continues to uphold.
Role Description The Insurance Sales Representative is a full-time, on-site role based in Phoenix, AZ. In this position, the representative will actively identify customer insurance needs, present appropriate coverage options, and close sales for personal and commercial lines. Daily responsibilities include responding to inquiries, providing quotes, preparing policy applications, and assisting with renewals and coverage changes. The representative will also handle follow-up calls, maintain accurate customer records, and coordinate with underwriting and claims teams as needed. Building strong relationships through professional communication, consistent outreach, and excellent customer service is central to this role, along with meeting sales targets and adhering to regulatory and company standards.
Qualifications
Role Description The Insurance Sales Representative is a full-time, on-site role based in Phoenix, AZ. In this position, the representative will actively identify customer insurance needs, present appropriate coverage options, and close sales for personal and commercial lines. Daily responsibilities include responding to inquiries, providing quotes, preparing policy applications, and assisting with renewals and coverage changes. The representative will also handle follow-up calls, maintain accurate customer records, and coordinate with underwriting and claims teams as needed. Building strong relationships through professional communication, consistent outreach, and excellent customer service is central to this role, along with meeting sales targets and adhering to regulatory and company standards.
Qualifications
- Demonstrated proficiency in Insurance Sales and Sales, with the ability to meet or exceed defined performance goals.
- Strong Customer Service skills, including active listening, problem solving, and clear, respectful communication.
- Foundational knowledge of Insurance products and coverage options across personal and commercial lines.
- Experience or familiarity with Insurance Brokerage practices, including quoting, policy placement, and renewals.
- Strong verbal and written communication skills and the ability to explain complex information in a clear, accessible manner.
- Comfort with technology, including CRM systems, quoting platforms, and standard office software.
- Proven ability to work in a structured on-site environment, manage time effectively, and prioritize multiple tasks.
- High level of integrity, professionalism, and commitment to ethical conduct and regulatory compliance.
- High school diploma or equivalent required; college coursework or a degree in business, finance, or a related field is beneficial.
- Relevant state insurance producer license (or eligibility and willingness to obtain one within required timeframes).