Job description
Job Description
Position Summary: The ASG markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customer needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events. The ASG is responsible for attaining sales, profitability, and service goals for all product lines.
Salary Range: $36000.00 - $48000.00 per year
Benefits
Salary plus Monthly Bonus Structure to start. Working towards Commission structure on both renewal and new business. Flexible Schedule with ability to work remotely after a set amount of time in office. Simple Retirement Plan with 3% matching.
Responsibilities
Job Responsibilities
Insurance Sales:
- Develops knowledge of the local market dynamics for business development opportunities for personal lines products.
- 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 shoes, 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.
- Conducts sales and review appointments with prospective and current customers.
- Meets and exceeds sales goals.
Marketing:
- Maintain Internet Lead Program
- Maintain Quoted not Sold Program
- Assist with External Marketing Program
- 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 customers.
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.
Knowledge and Skill Development:
- Continually improves knowledge in area 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:
- Successfully obtain and maintain Property, Casualty, Life, and Health Licenses.
- Valid drivers license required.
*Any other duties assigned by Agent/Owner*
Requirements
Minimum Qualification:
- 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, Sales Force, 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, Instagram, LinkedIn, etc.
- Demonstrated knowledge of insurance concepts and principles.
- Demonstrated effective personal lines prospecting sales and experience
- A high school degree and or equivalent, 2 year college degree, and fully licensed in Property, Casualty, Life, and Health insurance by the State of Minnesota
Office Hours: The Agency Sales Generalist is expected to work 50 hours a week. The hours are from 8:00 to 4:00pm Monday thru Friday with after-hours appointments. This position requires the ability to work a schedule that includes evenings, nights, weekends, and holidays.
Company Description
The Alex Roeser Agency got its start on July 1st, 1996. It had one employee Alex Roeser the owner. It was started as a scratch American Family Insurance Agency with no policies, no premium and only the Agent/Owner. The Alex Roeser Agency Executive Management team consists of Alex Roeser the owner and his wife Susan. For 26 years Sue and Alex have worked together. Alex is the everyday operations manager. He handles the customers, staff, budget, and relationship with American Family Insurance. Sue helps with Human Resources and manages cash flow and taxes. Alex has been a Licensed American Family Insurance Agent for 26 years. His experience with Agency Management has led to growth of the business in 18 out of 26 years. The Agency has won several awards for production and has maintained a customer satisfaction score of 8.99 or above for 20 years straight.
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