Insurance Sales and Customer Service Agent

Insurance Sales and Customer Service Agent Jonathan Mangual Agency Marietta, GA Job Details Full-time $42,000 - $110,000 a year 5 hours ago Benefits Paid holidays Paid time off Opportunities for advancement Qualifications Sales In-person customer service Property & Casualty License High school diploma or GED Driver's License Desktop applications Productivity software Phone etiquette Insurance sales Negotiation Mobile devices

Full Job Description Role Title:

Account Executive Agency:

Jonathan Mangual Agency, Inc.

Location:

Marietta, GA 30066 Objective The Account Executive role markets, prospects, and sells American Family Insurance products in all product lines; Maintains effective customer relationships, understands customer`s needs and matches them with appropriate product and service offerings; Promotes brand awareness through participation in agency and community events. The Account Executive is responsible for attaining sales, profitability and service goals for all product lines. Insurance Sales Develops knowledge of the local market dynamics for business development opportunities for all product lines 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, 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 goals Company and Brand Promotion Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities Participates in events designed to promote brand awareness and educate consumers Insurance 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 issues Knowledge and Skill Development

• Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service and supporting technology
• Participates in continuing education and professional designation programs Education/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; Casualty; (Life and Health is optional)
• Valid driver's license required Role 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, Microsoft Edge, etc.)
• Experience using a wide range of digital devices such as smartphones, tablets and laptop computers Preferred Knowledge/Skills/Education/Designations
• Demonstrated knowledge of insurance concepts and principles
• Demonstrated effective multi-line insurance prospecting and sales experience Working Conditions
• Full time position with office hours of Monday - Friday 9:00am - 5:00pm. Non-typical schedules (evenings or weekends) may be necessary on occasion, this is rare.
• General office setting Compensation Schedule
• Mutually agreed upon guaranteed base salary with specific targets (hours worked, # of quotes presented, # of Center of Influence contacts per week). Salary based on prior experience. Exact expectations discussed at time of offer
• Personal Lines (Auto/Home/Commercial/Specialty/Farm): Tiered Commission Schedule for New Line Premium

Life:

100% of Sales fees

Brokerage & Alliance:

25% of Sales Fees

• Bonus structure varies each year
• Income potential is unlimited Benefits Included for an Account Executive position
• Maintain a good work/life balance
• Test drive the company with potential for career advancement
• Paid Holidays
• Generous PTO Package
• Experience!

Job Type:

Full-time Pay:

$42,000.00 - $110,000.00 per year

Education:

High school or equivalent (Required)

Experience:

Customer Service:

1 year (Required)

Sales:

1 year (Required)

Work Location:

In person