Sales Agent - CA04022025-3

Summary: Responsible for account managing various accounts within the agency. Service existing accounts, and successfully retain and create new business accounts.

Duties and Responsibilities

include the following. Other duties may be assigned.

1. Develop and maintain professional relationships with prospective and existing clients.
2. Work in line with company policies, procedures and regulations when carrying out sales.
3. Call prospective clients by operating company telephone and computer program.
4. Knowledge of Carrier Appetites.
5. Shop current and prospective client policies with multiple markets and present quotes.
6. Follow up with underwriters negotiating rates, providing additional information, and binding policies.
7. Service clients throughout the policy term which includes rate questions, carrier questions, policy questions, claim maintenance, advise client where to classify employees, assist with carrier audits, etc.
8. In person meetings/travel to see clients is required
9. Maintain monthly sales quotas.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Highschool Diploma or GED
2. Required to obtain an active license in Property & Casualty Insurance.
3. Track record of being results driven, persistent, and motivated to make sales.
4. Effectively manage time.
5. Ability to meet call volume and sales quotas.
6. Strong Interpersonal skills, communication skills, customer services-oriented sales experience, and analytical skills are required
7. Must keep up with product knowledge.
8. Experience working in a business professional environment. Language Ability: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Outlook, & Microsoft Excel. Have an average typing speed of 65 to 75 WPM. Knowledge, Skills and Other Abilities:

• Oral and written communication skills
• Time management
• Professionalism
• Fast-paced environment
• Multitask
• Resilient
• Self-motivated
• Sales oriented
• Customer service
• Organization Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear. The employee is frequently required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to five pounds. Specific vision abilities required by this job include close vision. Will also require to travel to visit clients. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.