ROLE DESCRIPTION: As Sales Representative for Mike McClaskie Insurance agency, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
Lead Generation & Prospecting: Build a continuous pipeline of new business through cold calling, networking, local community involvement, and following up on marketing leads.
Referral Network Building: Develop strategic relationships with local centers of influence, such as real estate agents, mortgage brokers, and car dealerships, to secure consistent inbound referrals.
Needs Assessment & Fact-Finding: Schedule and conduct discovery consultations to analyze prospects' current coverage, financial situations, and unique risk exposures.
Quoting & Presentation: Calculate competitive premiums, customize protection plans, and present tailored insurance solutions that clearly outline the value of the coverage.
Overcoming Objections & Closing: Proactively address prospect concerns, demonstrate competitive advantages, and ask for the sale to consistently meet or exceed monthly new business production goals.
Underwriting Coordination: Collect accurate risk profiles, complete applications without errors, and coordinate with underwriters to secure fast policy approval and binding.
Exemplary Client Onboarding: Deliver a smooth onboarding experience for new policyholders before seamlessly transitioning them to the account management or customer service team.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Numbers & Facts
Location
Hilliard, OH
Job Type
Full-time
Skills
Alliance/Partner Managementunmatched
Analysis Skillsunmatched
Business Operationsunmatched
Cold Calling Skillsunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Exceeded Sales Goalunmatched
Insuranceunmatched
Insurance Salesunmatched
Lead Generationunmatched
Marketingunmatched
Mortgage Brokersunmatched
Needs Assessmentunmatched
Onboardingunmatched
Operationsunmatched
Organizational Skillsunmatched
Real Estate Salesunmatched
Research Skillsunmatched
Riskunmatched
Sales Managementunmatched
Sales Pipelineunmatched
Sales Prospectingunmatched
Strategic Planningunmatched
Training/Teachingunmatched
Underwritingunmatched
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