Careers

Property and Casualty Insurance Agent Rock Star

Department: Sales, Central Wisconsin Area

Reports To: Owners

Overall Responsibility: To build and retain clientele of the agency by meeting with prospective and existing clients, discussing and quoting the solutions to their needs, and closing the sales.

 New Sales:

• Identifies and develops insurance prospects and appropriate markets.
• Responds to referrals quickly and effectively.
• Prequalifies insurance prospects for insurability and quality of risk.
• Creates and maintains client or prospect lists.
• Designs insurance plans and recommends coverages to clients.
• Surveys loss exposure, needs, and possible uninsurable or difficult to insure exposures for clients.
• Creates insurance proposals; makes sales presentations to prospective and existing clients on new and renewal business,
• Completes and submits applications and related documentation to appropriate insurance markets.
• Develops, follows, and completes sales objectives.
• Prepares, requests, and delivers binders to insureds.
• Asks for referrals from insured to help generate new business.

Retention and Continuous Marketing:

• Explains coverages and exclusions and documents explanations on automated file for future reference.
• Develops a book of business that is profitable for both the agency and the carriers.
• Works with clients to ensure limit and coverage adequacy.
• Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
• Creates letters to clients offering coverage, share information and advice regarding insurance matters. Uses these to round out accounts fully.
• Reviews existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary.
• Assists service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
• Reviews appropriate policy change requests and other account activity. Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered.
• Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.
• Retains assigned percentage of accounts at each renewal.
• Continues to develop relationships with insured.
• Accepts and handles any duties/prospects as assigned by agency management.

Seeking Candidates with:

• Strong relationship building skills
• Want to make a difference in people’s lives
• Fearless attitude toward prospecting new customers, networking and building relationships
• Have an entrepreneurial spirit and the desire to take control over one’s time and financial future
• Drive for achievement and financial rewards
• Strong ethics
• Strong track record of professional success, ideally in external sales
• A strong presence in the local community
• Basic computer skills
• Knowledge of the insurance industry

Benefits Include:

• Medical Plan
• Company paid short-term and long term disability plan
• Company paid life insurance
• Simple IRA
• Paid vacation

• Profit sharing in the agency