Personal lines as needed to round out accounts (auto/home/umbrella)
Conduct needs-based discovery conversations and present tailored solutions
Maintain a pipeline and follow-up cadence; document activity in agency systems/CRM
Coordinate with underwriting/carriers to submit complete applications and move business to bind
Meet monthly activity and production goals (calls, appointments, quotes, issued policies)
Salary Range: $36000.00 - $66000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Work from Home
Retirement Plan
Life Insurance
Licensing Assistance
Work-Life Balance
Flexible Hours
Mon-Fri Schedule
Responsibilities
Client Engagement: Build and maintain relationships with potential and existing clients, understanding their insurance needs and providing appropriate solutions.
Plan Customization: Develop personalized insurance plans that cater to the unique circumstances and requirements of each client.
Sales Strategy: Identify opportunities for cross-selling to enhance client portfolios and provide comprehensive coverage.
Client Retention: Ensure client satisfaction through consistent follow-up, addressing any concerns or changes in their insurance needs.
Industry Knowledge: Stay informed on the latest trends and changes in the insurance industry to offer updated and accurate advice.
Requirements
Licensing: Active Wisconsin and/or Minnesota/Iowa/Michigan Property & Casualty or Life License is strongly preferred.
Experience: Previous experience in insurance sales or a related customer service field is highly desirable.
Communication Skills: Excellent verbal and written communication skills are required.
Customer-focused: Strong aptitude for understanding and meeting client needs and preferences.
Tech-Savvy: Proficiency in using CRM software and other digital communication tools is advantageous.
Preferred: Commercial insurance sales experience; farm/ag background or farm/ranch experience