Job Title: Sales Executive
Reports to: Sales Manager
FLSA Status: Exempt
SA12SEPE Sales Executive – Personal Lines
Summary The Property Insurance Sales Executive is provided leads generated by many of our marketing networks. The individual is expected to use successful sales techniques to quote and write these clients property policies while also cross-selling for other lines of business.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Contacts and qualifies prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program. Designs insurance and risk management plans for clients.
Develops long-term relationships with clients, carriers, and underwriters.
Develops a thorough and accurate understanding of the clients' and carriers' business needs.
Education and/or Experience
220,2044 or 440 Insurance License and 1 year of property insurance sales.
Ability to communicate effectively verbal and written.
Basic math fundamentals.
To perform this job successfully, an individual should have knowledge of Microsoft Outlook, Agency Management systems, Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
220,2044 or 440 license
Other Skills and Abilities .
Must be ethical, diligent, and self-reliant, with high energy and sales drive.
Must have a thorough understanding of insurance underwriting and coverages, including rating procedures.