Personal Lines Sales Executive
Job Description
Job Description
Are you tired of uncompetitive rates for your insurance clients? Are you unable to develop referral sources due to non-competitive rates? Does your captive carrier prevent you from using effective communication systems? Is customer service work preventing you from selling more?
At Grimes Insurance Agency, Inc, we pride ourselves on providing exceptional insurance solutions to our clients. We are a dynamic and forward-thinking agency dedicated to excellence, innovation, and continuous improvement. We provide our team members with the tools, knowledge, and support they need to succeed. We have three unique advantages:- Providing our clients with more access than any other agency.
- Simplistic processes, that make buying and managing insurance policies super easy for our clients.
- Delivering service and experiences that leave our clients saying WOW – we call it the WOW factor.
We are looking for someone who wants to be part of a team and part of the solution. Our agency operates as a team with the primary goal of helping others. As an independent insurance business, we prioritize relationships within our team, with our clients, potential clients, our community, and the companies we work with.
Key Responsibilities1. Client Relationship Management:
- Establish new relationships with potential clients and sign them up for insurance.
- Develop and maintain relationships with key referral partners.
- Cultivate relationships and cross-sell additional lines of insurance.
2. Sales Activities:
- Networking at professional organizations, association meetings, and mixers.
- Complete paperwork and input information into the software system after a sale.
- Taking care of inbound calls
Professional and Personal Skills:
- Professional demeanor and appearance.
- Self-starter, driven, and able to manage rejection well.
- Confident, energetic, and enthusiastic with a sense of humor.
- Experience with a CRM
- Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest.
- Must be licensed
Benefits:
- Competitive salary and performance-based bonuses.
- Comprehensive health and dental insurance.
- Retirement savings plan with company match.
- Ongoing professional development and training opportunities.
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