Insurance Sales Agent (Unlicensed)
- Acquires licensing and appointments required to sell property and casualty insurance products in all necessary states
- Uses various systems to track, gather information and answer customer inquiries
- Identifies customer needs and works to meet those needs using sales tools and techniques
- Develops expertise in sales skills
- Develops expertise in property and casualty insurance across all product lines, including ancillary policies
- Educates clients on insurance needs and products
- Pairs knowledge of insurance products available with listening skills to identify and provide products that best meets each customer's needs
- Works collaboratively to support the team's energy, morale, and production
- Meets key performance metrics such as sales, productivity and quality requirements
- Performs other duties as requested, including attending required meetings, continuing education, and all-team meetings Supervisory Responsibilities: This job does not have supervisory duties Preferred Qualifications: Education and Experience
- High School diploma or GED
- P&C License or the ability to acquire within 60 days of hire
- Ability to be qualified by DOI to be appointed as a licensed sales agent by multiple insurance carriers
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Demonstrates adequate/accurate typing speed while talking to the customer
- Demonstrates a working knowledge of auto policies, underwriting and billing guidelines
- Demonstrates professional phone etiquette
- Demonstrates proficiency with Sales systems
- Effective verbal and written communication skills
- Incentive based on productivity; incentive payments are not guaranteed and are governed by the terms of the applicable sales bonus plan which is subject to change at National General's discretion
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