Insurance Sales Agent

The Carlisle Group
Carlisle, PA
Oct 12, 2017
Oct 20, 2017
Full Time
Our client is a Nationally known provider of Insurance products. On their behalf, we are conducting a Retained Search in Central Pennsylvania for an Insurance Sales Agent. The Insurance Sales Agent is responsible for selling and servicing insurance products to existing and potential clients. Prospects will come from a variety of sources including our 300,000+ member base, walk-ins, phone calls, internet leads, internal employee referrals, as well as agent networking ad prospecting. The Insurance Sales Agent is responsible for creating an exceptional customer experience for current and prospective clients. RESPONSIBILITIES Maintain a valid Pennsylvania Property & Casualty Agent's License. Perform all aspects of effective sales prospecting by telephone, email or in person. Perform proper exposure analysis and needs analysis to offer true advice & counsel. Make 50 prospecting calls each week with supporting documentation in AMS suspense. Achieve a Sales Closing rate no less than 33%. Meet sales goals as set by insurance management. Be proficient at prospecting, quoting, sales and systems (internal & external). Disseminate information in a clear, concise, accurate and professional manner. When determined necessary by the insurance management, promptly assist Client Services Agents in solving complex customer service or carrier-related issues. Protect the confidentiality of department records, files, correspondence and all matters in which this position is involved. Suggest products and referral sales to all business lines. Perform other related duties, training and projects as assigned by insurance management. Regular and predictable attendance is an essential function of the job. NECESSARY KNOWLEDGE, SKILLS AND ABILITIES Must be well-organized and detail-oriented. Must possess excellent time management skills. Must demonstrate courteous and effective verbal and written communication skills. Ability to work closely with other staff members. Able to set priorities and schedule daily duties. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED). A minimum of 3 years of experience quoting, selling, and servicing personal insurance products. see job description

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