Reports to Sales Manager 

Job Summary 

The Sales Agent’s primary role is generating new accounts for the agency through multiple methods. Achieving goals as a Sales Agent requires making outbound calls to prospects, customers and x-date leads. The Sales Agent is also responsible for answering incoming lead calls and building market through referrals and Centers of Influence. Successfully performing those activities will lead to agency growth with automobile, home, umbrella, and other insurance policies. 

Job Responsibilities 

  • Drive new accounts to the agency 

  • New accounts are defined as having not been insured with the agency before. 

  • Contact potential clients to create networking opportunities, and generate referrals for organic growth 

  • Utilize lead manager to maximize sales potential 

  • Follow up on x-dates and other policy generating activities 

  • Follow agency processes to build rapport, ask qualifying questions and gather information to assess the clients risk profiles to offer them the proper solution 

  • Sell compliant property, casualty, umbrella, and other types of insurance to consumers, customizing programs to cover a variety of risks to meet the needs of every individual 

  • Guarantee that all necessary paperwork is filled out and filed to put the insurance policy in place 

  • Utilize internal documentation requirements appropriately and when necessary 

  • Communicate with our support staff to ensure needed follow ups are completed 

Job Skills & Qualifications 

Required: 

  • Organizational Skills   

  • Detail Oriented   

  • Prioritize and Multitask  

  • Excellent communication skills - written, verbal, and listening  

  • Ability to work with minimal supervision  

  • Self-motivated  

  • Customer oriented 

Sales Agent