Licensed Insurance Sales Representative

Brent Jablonski Insurance Agency - Allstate - Fox Lake, IL

30+ days ago

Licensed Sales Professional

Benefits

Eligible to turn into a full time position

Weekends off

Flexible hours

Competitive Salary

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.

License Requirements

P&C license

Minimum Performance Requirements

Will be determined by agency principal and staff.

Essential Functions

  • Complete daily activity log each morning, deliver to agency principal
  • Provide new business log to agency principal at end of each day
  • Log all financial services follow-ups into appropriate 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
  • Comply with underwriting guidelines, required customer documents and office procedures
  • Issue a minimum of 20 P&C items and 1 life applications 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 and apartment owners
  • Write all brokered business for the agency that accommodates existing customers (see agency principal for more details)
  • Responsible for essential functions on Customer Care Professional job description
  • Handle additional duties as assigned or needed
  • Maintain a positive and self-motivated attitude**

Job Type: Part-time

Experience:

  • sales: 1 year (Preferred)

License:

  • Property and Casualty License (Preferred)