Overview
The whole job description
This is an important job opening that will be based in an office at one of the EECU branch offices in the Dallas/Fort Worth area or nearby. The person chosen will have to go to each office on a regular basis.
Important: All applicants must fill out the Culture Index. This poll is very short, and there are no right or wrong choices. People who apply but don’t fill out the Culture Index will not be looked at. This is the link to the poll: http://go.cultureindex.com/p/2eBHEqt6Ig
Base pay of $40,000.00 plus bonus
Perks at Texan Insurance: We care about our employees’ health and growth at Texan Insurance. We offer a full benefits package that includes affordable health, dental, and eye insurance, a 401(k) savings plan with company matching, a lot of paid time off, and the ability to set your own hours. Employees also have chances to improve their careers, such as ongoing training and help with getting licenses. Our helpful and creative workplace builds a strong sense of community, giving you the tools you need to do well in your personal and business life. Join our team and be a part of a group that cares about your progress and wants you to do well in the future!
About the Job
The person in this role is in charge of making and keeping good ties with members of a financial institution and new clients in order to get more business. To get this job, you need to be good at consultative sales and know a lot about products like life, home, car, flood, and storm insurance. The person in this job will find out what each client needs, look for cross-selling possibilities, and come up with personalized insurance plans. You need to know a lot about both property and casualty products and have shown that you can use your market and product knowledge to offer clients with solutions that meet their needs.
Important Responsibilities and Duties
- Find, qualify, and grow personal insurance chances with new and current clients in person, over the phone, online, and in writing.
- Build and keep good connections with clients and prospects by following up regularly, sending accurate and quick quotes, and providing general account support.
- Plan for, meet, and follow up on all of your clients’ current wants.
- Actively explore round accounts, ask current clients to be covered by more services, and network for new clients, including win-backs.
- Keeps up with all personal lines of insurance, such as home, car, life, flood, and umbrella.
- Works directly with prospects, which could come from loan officers, builders, or real estate agents, to turn prospects into sales.
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Review customer policies based on their needs and keep coverage up to date.
Tells clients about rates and coverages. - Prepares and handles requests for information, quotes, ideas, applications, references, payments, and marketing efforts sent by email or phone.
- Does research on and answers complicated customer service problems, as well as suggesting covering.
- Cross-sells, closes incoming leads, and asks for recommendations to get more clients.
- Calls potential and current clients and emails them to follow up on leads in order to qualify them and sell goods and services.
- Inputting information about clients and sales into the systems is their job.
- Make sure sales goals are met by keeping an eye on, reviewing, and reporting on key data. Also, make sure that sales activity paperwork is done quickly, correctly, and professionally.
Goals and Results
Key goals for the job also include continuing to grow professionally, following the rules, and adding to the success of the team and company as a whole. Building and maintaining good connections with Credit Union workers is an important part of this job so that you can get as many referrals as possible. The Agent will be given clear KPIs for monthly action and output.
Work Experience and School Experience
Someone with one to two years of experience in Personal Lines Sales who has turned leads into customers before.
Banking experience is okay, and the person will get a license.
Must have sold personal lines for at least two to three years and shown they can find, build, and grow their customer base and leads.
You should have a bachelor’s degree in business, sales, or a related area.
You need to get certificates, licenses, registrations, and/or specialize.
MUST have a current Property and Casualty Insurance License (or General Lines License) or be able to get someone licensed for the right person.
A license to sell active life and health insurance is a plus.
Need to have a current driver’s license.
Must keep up with their continuing education.
Please note that the above job description is not meant to be a complete list of all the duties, skills, efforts, or working conditions that come with this role. Supervisors can add more tasks and responsibilities if they think it’s necessary. Also, this paper is not an employment contract, and the Company can change this job description and/or give the employee other tasks as they see fit. People with disabilities may be able to do the basic tasks and responsibilities of this job with reasonable accommodations.