Insurance Sales Agent

Job Description

Job Description

The insurance sales position serves as the growth engine for Howard Hanna Insurance Services. This role is responsible for achieving sales targets and effectively managing client relationships. Through proactive communication with potential and existing clients you will grow the agency’s book of business, ensuring client needs are met with the highest standards of service. This will include calling on lost business, unsold quotes and monoline business for account rounding. This role is the face of our agency for existing customers as well as to agency prospects.

Salary Range: $45,000.00 - $75,000.00 per year

Benefits: 

• Annual Base Salary + Commission + Bonus Opportunities
• Flexible paid time off and vacation time
• Health Insurance
• 401K
• Paid Holidays
• Dental Insurance
• Vision Insurance
• Hands on Training
• Paid Time Off (PTO)

Career Growth Opportunities

• 1st year compensation range between $45,000 to $75,000
• highly competitive uncapped commission, and bonus opportunities
• Potential to make estimated $125,000 by year 3 based on productivity!
• excellent training and support for growth!

Requirements:  

• Property & Casualty insurance license or open to licensing

Principles

• Address difficult issues professionally and quickly
• Listen to learn and strengthen the agency
• Outlast the suck of adopting change
• Be driven to achieve the agency’s goals

Critical Competencies
Follow-Through

1. Lives up to verbal and written agreements, demonstrating reliability and accountability, regardless of personal costs.

Adaptability

1. Quickly and proficiently absorbs new information, demonstrating intelligence and adaptability in learning and applying new skills or knowledge.

Communication

1. Communicates clearly and persuasively, both verbally and in writing, ensuring articulation without verbosity, and effectively convincing others when necessary.

Teamwork

1. Promotes a collaborative environment by reaching out to peers and cooperating with supervisors, fostering strong team relationships and collective success.

Proactive

1. Acts independently with initiative, bringing new ideas and solutions to the forefront, driving positive change and innovation within the company.

Organization

1. Effectively plans, organizes, and schedules tasks, focusing on key priorities to enhance productivity.

Work Ethic

1. Demonstrates exceptional productivity with minimal wasted effort, characterized by a dedication to working hard and efficiently. A proven track record of going beyond standard expectations, including the willingness to put in long hours when necessary to achieve outstanding results.

Excellence

1. Sets and expects high standards for personal and team performance, striving for excellence and quality in all endeavors. Upholds the highest ethical standards, earns trust through actions, and maintains confidence by doing what is right, not just what is easy.

Receptive

1. Maintains openness to feedback and criticism, soliciting input actively and responding calmly to enhance personal and team performance.

 
* Please note candidates will be emailed an assessment upon applying. To be considered, candidates must complete the assessment and we will follow up upon reviewing *
Responsibilities: 
Sales and Client Management:

• Sales agents are expected to meet a minimum monthly target of $60,000 in new business premium.
• Regularly contact the lost business list, unsold quotes nearing renewal, and monoline accounts for reviews and rounding opportunities by using Smart Cycle in Agency Zoom.
• Market all accounts effectively and present tailored proposals.
• Align business placement with the agency's strategic goals.
• Engage actively with customers, listening attentively and asking questions to understand their needs and forge strong relationships.
• Strive to maintain a closing ratio of over 35% by adhering to the new business sales process.

Performance Improvement and Skill Development:

• Identify training needs and develop a personal improvement plan with managerial assistance.
• Commit to regularly enhancing technical and sales skills.
• Aim to improve agency retention, targeting a goal of 93%.
• Achieve at least 75% multiline accounts on average.

Operational Excellence and Efficiency:

• Respond to new inbound inquiries within 5 minutes.
• Conduct diligent follow-ups (5-6 calls) on new web business and after presenting pricing.
• Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement.
• Update the agency management system and carrier websites daily with information on prospects, new business, and service calls.
• Prequalify insurance prospects for insurability and risk quality by completing the underwriting checklist..
• Process request for Policy Coordinator to send insurance applications, including obtaining signatures, payments, binding coverage, and finalizing underwriting needs.

Marketing and Branding Support:

• Share and participate in agency social media activities.
• Contribute to agency branding efforts, including participating in photoshoots when invited.
• Aim to obtain 5 new client testimonials monthly.

Administrative Duties and Client Communication:

• Utilize the management system as instructed, recording all client interactions and updates.
• Respond promptly (the same business day) to queries from account managers.
• Actively seek referrals from clients and follow up with new business 30 days post-sale. 

Professional Attitude and Team Collaboration:

• Uphold a positive mental attitude and foster positive relationships with clients and agency staff.
• Consistently work to improve efficiency, embracing technology tools and minimizing distractions.

Desired Outcomes of This Role

• Achieve and exceed monthly sales goals.
• Successfully engage with lost and unsold leads, converting them into active business by using smart cycle in Agency Zoom.
• Build and maintain robust client relationships.
• Continuously enhance personal and professional skills to align with agency goals.

Howard Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.

HowardHanna.com
Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

 

HowardHanna.com

Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

 

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