Job Details
Job Description
About the client: Our small insurance agency is dedicated to providing personalized service and tailored insurance solutions to meet the unique needs of our clients. With a team of experienced agents, we offer a wide range of insurance products including home, auto, life, and business insurance. We take the time to get to know our clients and understand their specific needs, in order to recommend the best coverage options for them. We have nearly 25 years of combined insurance experience in our agency and look forward to continuing to grow.
About the position: The Member Account Specialist will market, prospect, and sell our products. You will create and maintain customer relationships, by understanding customer's needs and matching them with appropriate product and service offerings. Our Member Account Specialist will promote brand awareness through agency and community events. We need someone who has the mentality of being an independent worker that will get the job done and still work with the team to collaborate and implement new ideas and goals. Your personality will be empathetic, approachable, and personable with the ability to listen and support our clients, customers, and team members.
Main Responsibilities: (Additional day-to-day tasks will be discussed during the interview process.)
Insurance Sales
- Develops knowledge of the local market dynamics for business development opportunities for all product lines
- 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 shows 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
Company and Brand Promotion
- 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 consumers
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
Salary Range: $37,500 - $95,000
Location: Lafayette, IN
Schedule: Part-time, Monday - Friday, 10 AM to 5 PM
Requirements- 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, Internet Explorer, 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, YouTube, Instagram, Google+, LinkedIn, etc.
- US Citizen or Permanent Resident required
- Valid driver's license required
Education/Licenses/Designations
Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty; and Life; (Health is optional). Completing the license will begin after you are offered the job.
Benefits- Paid Time Off
- Life Insurance
- Short-term and Long-term disability