Insurance Sales Agent - Commercial/Business Lines
Are you experienced in sales, especially outside sales or B2B sales?Do you love communicating with and helping people?Are you a go-getter, who thrives on reaching goals and putting yourself out there?Do you value a job where you can stay busy and are always learning something new, yet you still have work-life balance?Are you looking for a tight-knit team and coworkers that put teamwork & integrity first?Would you love to join a stable and growing Midwest company?If you answered yes to the above, then this may be the role for you!This Insurance Sales Agent - Commercial / Business Lines (aka Commercial Lines Producer) role will service our business clients to provide them with insurance options that best cover their business insurance needs.
This role will primarily focus on finding new business clients and meeting sales goals, but will also work to maintain an existing book of clients (with the help of our Commercial Lines account support team).
This role plays a key part in providing high-level and proactive service to clients, while maintaining a positive client relationship with exceptional customer support.
(NOTE:
Candidates for this role must be able to work out of our Stevens Point office.
This role has the opportunity to work hybrid.
Current or recent outside sales experience is strongly preferred.
Insurance industry experience is nice to have but not required.
)In this Insurance Sales Agent role, the expectations are as follows:
Essential Job Functions:
Identify and qualify new prospective clients via networking, calling, mailings, emails, referrals, etc.
Conduct annual reviews with clients, including account rounding with current clients.
Ability to find and fix problems and communicate with clients, prospects, vendors and teammates in order to build and maintain relationships and trust.
Work regularly with teammates to be sure existing and new business is organized and clients/prospects are being strongly and efficiently connected and communicated with.
Demonstrate product knowledge as part of a proven solution and strategy.
Grow book of business by referrals and cross-selling.
Continue with personal goals, learning and education.
Basic
Qualifications:
Bachelor's degree in related area; or two or more years of related experience and/or training; or equivalent combination of education and experiencePrevious selling experience involving filling the pipeline and cold calls to customersProficiency with MS Office software productsHold an Insurance License or ability to acquire a license within 90 days of employmentAbility to attain and maintain a high level of product knowledge and policy coverage understanding to support the businesses, TRICOR staff and the independent brokers of TRICORAbility to represent TRICOR, as directed, on both new sales and on a renewal basis to potentially include prior to the sale, during proposal presentation or in a service role after the saleAbility to communicate effectively both verbally and in writing with internal and external customersWork independently and willing to assist others when neededAbility to maintain a high level of confidentialityMust hold a valid driver's licensePreferred
Qualifications:
Work experience which demonstrates knowledge of insurance products and salesKnowledge of insurance industry, markets, and carriersKnowledge of business terminology and functionsOur Culture is built upon people who are:
Driven by knowing their most important role is to help our employee's productivity through information technology, coaching and mentoring in the technology world and to add value to their overall business successDedicated to giving our employees a best-in-class experience when requesting technology help in a supportive and positive fashionCommitted to continuous learning.
You are the resource others look to for adviceObsessed with accomplishing goals, and use teamwork to drive innovationWhat TRICOR Offers:
A full-time career in a successful business that is actively growing and is a stable industryOpportunities for advancement as well as a personal development plan and one-on-one coaching and mentoringPAID training to get certified and licensed, as well as PAID continuing education and membership in relevant professional organizationsPAID maternity and paternity leaveHealth, Dental, & Vision Insurance plans w/ Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Accounts401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needsSupportive & motivating staff to help you succeed in a family atmosphereFlexible schedule with emphasis on work-life balanceDress for your Day work environment every day - Monday through FridayWe value diversity and believe forming teams in which everyone can be their authentic self is the key to our success.
We encourage people from underrepresented backgrounds and different industries to apply.
To learn more about TRICOR Insurance and to apply visit our Careers page at www.
tricorinsurance.
com/tricor-careers.
Come join us and find out what the best work of your career could be like! Recommended Skills Negotiation Customer Service Financial Services Customer Retention Insurance Policies Understand Insurance Need Estimated Salary: $20 to $28 per hour based on qualifications.
This role will primarily focus on finding new business clients and meeting sales goals, but will also work to maintain an existing book of clients (with the help of our Commercial Lines account support team).
This role plays a key part in providing high-level and proactive service to clients, while maintaining a positive client relationship with exceptional customer support.
(NOTE:
Candidates for this role must be able to work out of our Stevens Point office.
This role has the opportunity to work hybrid.
Current or recent outside sales experience is strongly preferred.
Insurance industry experience is nice to have but not required.
)In this Insurance Sales Agent role, the expectations are as follows:
Essential Job Functions:
Identify and qualify new prospective clients via networking, calling, mailings, emails, referrals, etc.
Conduct annual reviews with clients, including account rounding with current clients.
Ability to find and fix problems and communicate with clients, prospects, vendors and teammates in order to build and maintain relationships and trust.
Work regularly with teammates to be sure existing and new business is organized and clients/prospects are being strongly and efficiently connected and communicated with.
Demonstrate product knowledge as part of a proven solution and strategy.
Grow book of business by referrals and cross-selling.
Continue with personal goals, learning and education.
Basic
Qualifications:
Bachelor's degree in related area; or two or more years of related experience and/or training; or equivalent combination of education and experiencePrevious selling experience involving filling the pipeline and cold calls to customersProficiency with MS Office software productsHold an Insurance License or ability to acquire a license within 90 days of employmentAbility to attain and maintain a high level of product knowledge and policy coverage understanding to support the businesses, TRICOR staff and the independent brokers of TRICORAbility to represent TRICOR, as directed, on both new sales and on a renewal basis to potentially include prior to the sale, during proposal presentation or in a service role after the saleAbility to communicate effectively both verbally and in writing with internal and external customersWork independently and willing to assist others when neededAbility to maintain a high level of confidentialityMust hold a valid driver's licensePreferred
Qualifications:
Work experience which demonstrates knowledge of insurance products and salesKnowledge of insurance industry, markets, and carriersKnowledge of business terminology and functionsOur Culture is built upon people who are:
Driven by knowing their most important role is to help our employee's productivity through information technology, coaching and mentoring in the technology world and to add value to their overall business successDedicated to giving our employees a best-in-class experience when requesting technology help in a supportive and positive fashionCommitted to continuous learning.
You are the resource others look to for adviceObsessed with accomplishing goals, and use teamwork to drive innovationWhat TRICOR Offers:
A full-time career in a successful business that is actively growing and is a stable industryOpportunities for advancement as well as a personal development plan and one-on-one coaching and mentoringPAID training to get certified and licensed, as well as PAID continuing education and membership in relevant professional organizationsPAID maternity and paternity leaveHealth, Dental, & Vision Insurance plans w/ Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Accounts401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needsSupportive & motivating staff to help you succeed in a family atmosphereFlexible schedule with emphasis on work-life balanceDress for your Day work environment every day - Monday through FridayWe value diversity and believe forming teams in which everyone can be their authentic self is the key to our success.
We encourage people from underrepresented backgrounds and different industries to apply.
To learn more about TRICOR Insurance and to apply visit our Careers page at www.
tricorinsurance.
com/tricor-careers.
Come join us and find out what the best work of your career could be like! Recommended Skills Negotiation Customer Service Financial Services Customer Retention Insurance Policies Understand Insurance Need Estimated Salary: $20 to $28 per hour based on qualifications.
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