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    Insurance Sales Specialist - Jacksonville, United States - CSI Companies

    CSI Companies
    CSI Companies Jacksonville, United States

    3 weeks ago

    Default job background
    Description

    Responsible for generating Property & Casualty sales through continuous and consistent prospecting and lead generation through branch networking and partnerships, developing and maintaining external networking relationships with realtors, mortgage brokers, title agencies, apartment complexes and builders, leads generated from marketing efforts of the Agency, cross selling and CRM leads list. Conducts cold calling to generate new leads and establish potential relationships to assess customer needs and identify products/services from a broad range of Insurance Carrier partners. Ensures sales and offerings comply with carrier, sales center, and state regulatory requirements and finalizes the sale of these products/services to grow the profitability of The Insurance Agency.

    • *Monthly & Quarterly Bonuses - $2500 - $5000*
    • Role is Fully On-Site while training and then it is a hybrid environment

    ESSENTIAL RESPONSIBILITIES

    • Generate new sales, retain existing Members, and grow VIA's overall book of business through our multiple product offerings.
    • Sells and cross-sells Personal and Commercial insurance via telephone, internet, and email with a focus on rounding out existing accounts and ensures all solutions and quotes follow VIA's established guidelines.
    • Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the brand.
    • Exercises responsive and timely follow-up to Member inquiries with the goal of obtaining, finalizing and/or retaining the business with VIA.
    • Recommends solutions and provides product options and quotes to meet Member needs, including increased coverage and cross sales/ account rounding.
    • Formulates strategies to increase product awareness of VIA products and services.
    • Actively solicit new business outside of the office, at business establishments and other locations to create and expand business networks.
    • Establish consistent pipeline for new business as well and offers solutions and product options based on the Member's needs.

    Knowledge, Skills, and Abilities

    • Solid knowledge of processes, methods, and workflow procedures in insurance.
    • Sales aptitude with resilience to overcome objectives.
    • Competitive spirit with a desire to win and grow.
    • Highly developed written and verbal communication skills, including the ability to build rapport and professionally interact positively and courteously within the Member, organization or with vendors.
    • Ability to communicate professionally with strong skills and ability to engage with others, asks appropriate questions to meet objectives, and clearly and concisely communicates when sharing with others.
    • Maintains the highest level of confidentiality, and demonstrates due professional care and the highest standards of professional competency.
    • Ability to effectively plan and organize work to ensure that work is completed within specified time and quality parameters.
    • Display flexibility, initiative, attention to detail/accuracy, strong organizational skills, and the ability to multi-task and meet established deadlines.
    • Demonstrates strong problem-solving skills and sound judgment within responsibilities and seeks guidance as appropriate.
    • Proven ability to work both independently and as part of a team and consistently displays teamwork.
    • Demonstrated ability to take initiative, multi-task, collaborate, and use sound judgment in decision-making.
    • Ability to provide professional and winning customer service.
    • Successfully complete all product and/or skill-enhancement training.
    • Excellent organizational skills and attention to detail needed to ensure all sale and post- sale carrier-specific requirements are met (applications, inspections, signatures, etc.).

    Computer Skills

    • Proficiency in MS Office products (Outlook, Word, and Excel), internet, and other related computer applications.
    • Proficient in Agency Management and LMS systems.

    Education & Experience

    • Currently hold active State Property & Casualty licenses.
    • Specifically, 220 General Lines License or a 2044 Personal lines license.
    • Personal lines experience required.
    • Commercial experience is a plus.
    • High school diploma or equivalent. College degree preferred.
    • Minimum 2 years of insurance-related experience required.
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