What are the responsibilities and job description for the Personal Lines Insurance Agent position at Lenz-Balder Insurance?
JOB SUMMARY:
Our purpose at LBI is to create raving fans. We are looking for someone who wants to play a pivotal role in bringing new clients (raving fans) into the Agency by prospecting, networking and other lead-generating means. This position is responsible for prospecting, quoting, presenting and selling Personal Lines insurance.
ESSENTIAL FUNCTIONS:
- Cultivate new prospects from Agency lead generation programs, COI’s, natural market, and referrals.
- Document activity in Agency Management System as required by management for appropriate tracking of activity and production.
- Maintain knowledge of underwriting, coverages, and rating procedures for all types of Personal Lines policies offered by all carriers with which the Agency is appointed.
- Participate in sales and other industry training in order to maintain knowledge and develop skills.
KNOWLEDGE, SKILLS AND ABILITIES:
- Must be a proactive self-starter, imaginative and creative with good verbal and written communication skills.
- Multi-tasking abilities with a focus on accuracy and efficiency.
- Must show demonstrated success with building a book of personal lines insurance business.
- Must have or be willing to develop a strong Center of Influence network.
- Thorough understanding of personal lines underwriting and coverage.
- Ability to work within a team environment is critical to the success of this position.
EDUCATION & EXPERIENCE:
- Two years personal insurance sales experience required.
- College degree preferred.
- Must have current licenses (Property/Casualty) as required by the State Department of Insurance.
- Familiarity with Applied Systems suite of products is preferred.
- Must be proficient in Microsoft Office Products.
WHY WORK FOR LENZ-BALDER? LBI offers careers, not "jobs"
- Competitive salary, commissions, paid time off benefits and paid holidays
- The culture of a small company with the benefits of a large company
- Company paid licensing and continuing education
- 401K retirement with company match
- Medical, Dental, Vision, Short-Term/Long-Term Disability and Life benefits
- Discount on all of your personal insurance
See why a career with Lenz-Balder Insurance is like no other! Visit us at www.lenzbalderins.com for more information about us!
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- Associate (Preferred)
Experience:
- Personal Lines Insurance: 2 years (Required)
- Sales: 3 years (Required)
License/Certification:
- State of Michigan Property/Casualty Insurance License (Required)
Work Location: In person
Salary : $55,000 - $75,000