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Insurance Sales Professional
at Bystol Insurance And Financial
Germantown, WI
Posted: 3-5-2025
Finance
$70,000/year
Apply to this job
You’ll be taken to a third party website to find the job application. You got this!
About this Career
Insurance Sales Agents
Skills
Problem Solving, Rapport Building, Analytical Skills, Self-Starter, Auditing, Communication, Detail Oriented, Product Knowledge, Spreadsheets, Professionalism, Cold Calling, Brand Awareness, Sales Prospecting, Property And Casualty Insurance License, Leadership, Writing Systems, Word Processing, Action Oriented, Marketing, Critical Thinking, Insurance Sales, Record Keeping, Organizational Skills, Multitasking, Willingness To Learn, Customer Service, Sales, Casualty Insurance, Computer Literacy
Job Description
Responsibilities:
Develop new business prospects by following sales leads generated from referrals, networking, marketing campaigns, and leads database. No cold calling. Achieve individual sales production goals through outbound phone calls and proactive sales activities. Consistently build an active prospect pipeline to achieve sales targets. Foster strong relationships with existing customers and maintain a high level of client retention and product loyalty. Understand prospective customer needs and utilize deep product expertise to guide customers on product offerings that align accordingly. Conduct needs-based customer policy reviews, and counsel on updating coverage in the best interests of the customer. Prepare insurance quotes for customer prospects. Develop best practices for client interactions and consistently pursue improvements around the overall client experience. Professionally and responsively address customer complaints and requests, escalating to leadership when necessary. Engage with customers to maximize value and create strategies to grow the client base. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Manage client portfolios. Engage in proactive team efforts to achieve agency goals. Demonstrate willingness to learn new functions when the need arises.Knowledge, Skills, and Abilities:
Excellent communication skills and the ability to apply these skills in both verbal and written form when interacting with various clients, company personnel, and team members. Confident self-starter with the ability to work both independently and contribute to team objectives. Ability to build rapport with prospective customers quickly and maintain a positive and professional demeanor. Brand awareness with a strong aptitude for converting client prospects to active policy holders. Knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties. High level of organizational ability; able to handle and prioritize multiple tasks and maintain a system of record keeping. Highly analytical and detail orientated with strong critical thinking and problem-solving skills. Intermediate MS Office skills required. Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, and spreadsheets. Strong organizational skills, attention to detail, and ability to shift gears and multi-task. Action-oriented problem solver who thrives in a fast paced and dynamic environment. We're a tight-knit team, so you must be friendly, energetic, enthusiastic, and eager to be part of our collective success.Qualifications:
Bachelor's degree preferred; High School Diploma required 1+ year commercial or property & casualty insurance experience preferred 2+ years of sales experience, ideally within the insurance industry Exceptional organizational skills WI Property and Casualty license preferred. If not currently licensed, must receive a license within 20 days of offer acceptance. Must have license prior to start date. The cost will be reimbursed after 120 days of active employment. Why Work forUs:
We love what we do, and you'll be working with a dedicated team of friendly professionals. Standard 2 weeks of vacation, negotiable based on experience. Hybrid work option availableWEEKENDS OFF
Licensing and tuition reimbursement 401(k) employer contribution (3%) Bonus opportunities Earnings potential, base salary plus commission: $60,000 - $90,000+ per yearJob Type:
Full-time Pay:
$50,000.00 - $90,000.00 per yearBenefits:
401(k) matching Flexible schedule Health insurance Paid time off Paid trainingCompensation Package:
Uncapped commission Yearly bonusSchedule:
Monday toFriday Experience:
Insurance sales: 1 year (Required)License/Certification:
Property & Casualty License (Required) Ability toRelocate:
Germantown, WI 53022: Relocate before starting work (Required)Work Location:
In personOther Job Posting Details
Salary
Minimum
Maximum
$50,000/yr
$90,000/yr