favorite this post Licensed Insurance Sales Producer (Palm Bay) hide this posting unhide

1326 Malabar Road SE, Ste 8

(google map)

compensation: $2200-2500 base salary plus commission. Commission Percentage increases the more you sell. Starting Commission percentage is 3.5% and goes up to 12% based on performance.
employment type: full-time

Purpose of Position

Assist in planning, measuring and implementation of sales goals for the office. Licensed Sales Professionals are also responsible for assisting in management of specific processes as well as servicing existing customers.
Care, sell, quote, close - provide education to customers and prospects as to possible solutions to customer needs.

This position is for a new agency office that opened 1 OCT 2018. Sales producers will be expected to make 80-100 cold calls a day, 10 quotes a day.Building a client base quickly is essential to success.

License Requirements

220 - Property & Casualty license

Minimum Performance Requirements

Initially, monthly goal of 24 P&C items and 2 life appointments scheduled/kept. Will be adjusted as production needs are determined by agency owner.

Essential Functions

Enter all financial services follow-ups into eAgent (or other system) each day
Contact customers to obtain and verify appointments
Make agency principal aware of any situation that should be monitored concerning any customer having suspicious or frequent claims
Write new business applications using checklist
Provide Agency Owner/Marketing Manager with a copy of each application done upon issuance, along with policy number and email address(es)
Cross-sell existing customers for property, life & retirement, auto, motorcycle, boat, RV, ATV, etc
Comply with Allstate RMPs, T-doc and office procedures
Issue a minimum of 24 P&C items and 2 life appointments scheduled/kept per month
Handle service work as necessary
Actively train and improve sales and product knowledge skills
Assist in training other employees
Improve sales of all lines, retention, cross-sell ratio and customer satisfaction, and reduce loss ratio while doing service work
Participate in community events, as necessary
Market to realtors, mortgage brokers, apartment owners and other insurance relevant businesses
Write all brokered business for the agency that accommodates existing customers (e.g., GeoVera, Hagerty, American Modern, Griffin, NE Agencies, NW Agencies)
Responsible for essential functions on Customer Care Professional job description
Handle additional duties as assigned or needed
Maintain a positive and self-motivated attitude

  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6743030502


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