Cha & Associates, Inc.
Sales Specialist
16 days ago
Madison
Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Parental leave, • Training & development The Personal Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for personal lines products. Insurance Sales • Develops knowledge of the local agriculture industry and market dynamics for business development opportunities, • 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 goalsCompany and Brand Promotion, • Develops, maintains, and cultivates agricultural industry contacts to enhance agency visibility and maximize new business opportunities, • Participates in events designed to promote brand awareness and educate consumersInsurance 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 issuesKnowledge and Skill Development, • Continually improves knowledge in are or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology, • Participates in continuing education and professional designation programsEducation/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; and Casualty., • Valid drivers license requiredRole 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.Preferred Knowledge/Skills/Education/Designations, • Demonstrated knowledge of insurance concepts and principles, • Demonstrated effective agricultural insurance industry prospecting and sales experienceWorking Conditions, • Non-typical schedules (evenings or weekends) may be necessary on occasion, • General office setting This is a remote position.