Now Hiring - Professional Services Insurance Sales Agent in Warr Acres, OK

PRODUCER

Mission of the Producer

To grow the personal/commercial book of business by maximizing the insurance sales process and applying these strategies daily. This includes calling on lost business, unsold quotes, and monoline business for account rounding, attending networking activities, and building relationships with centers of influence. This role is the face of our agency in the community as well as for agency prospects.

Desired Outcomes of This Role

1. Sell over $40,000 in new business policies per month a. Call lost business list each week b. Call unsold quotes coming up for renewal each week c. Meet with one center of influence each week d. Attend one networking event each week e. Take on a leadership role in the community f. Market all accounts and present proposals g. Place business according to agency goals h. Stop, listen, and ask questions of your customers to clearly understand their needs and build solid relationships i. Develop a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly

2. Follow the new business sales process and maintain a closing ratio (from quoted to sold) of over 70% a. Connect with new inbound inquiries in under 30 minutes b. Follow up 2-3 times on web leads, using all forms of communication c. Complete all outbound calls each week (lost business, unsold business) d. Complete follow- up process after presenting a proposal. e. Ask for referrals f. Use strategies to sell policy features and avoid selling on price g. Update agency management system immediately with any new client information obtained h. Prequalify insurance prospects for insurability and if the quality of the risk meets agency standards i. Quote new prospects and prepare a quote proposal, focusing on recommending the best carrier for the client, not always the least expensive. j. Obtain signed proposal, apps, payment, and finalize all underwriting needs

k. Closing ratio will be monitored and adjusted as needed; the closing ratio is determined by the number of opportunities that are quoted vs. bound

3. Work to improve agency premium retention with a goal of 92% a. Account round all new business b. Sell business according to the agency standards

4. Identify networking group opportunities a. Identify networking groups and events in the community b. Attend a minimum of 4 community/networking events each month c. Represent the agency as if it were your own

5. Identify and connect with centers of influence a. Conduct one meeting per week or 4 meetings per month with centers of influence b. The goal is to connect with them to generate referrals

6. Work to support the marketing and branding team in the following ways: a. Suggest blog, email, and social media topics to the marketing department b. Share agency social media posts on personal social networks c. Participate in pictures and agency branding opportunities when invited

7. Be available to connect with prospects on their time. This includes responding to web forms in the evening

and on weekends.

8. Proper management system usage a. Use the management system as directed by the agency owner b. Put all new prospects into the management system and update notes c. When speaking with or emailing a client, update the management system immediately d. Respond to all account manager or underwriter questions and/or emails within 24 hours

9. Positive attitude and efficient work ethic a. Work to increase and improve efficiency daily. This includes always finding ways to streamline processes, using technology tools to the fullest, and limiting general distractions b. Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel c. Demonstrate the company’s core values in the way your live and work, including participating in company service and health initiatives.

Key Performance Indicators (Metrics)

Key Performance Current Goal Date to Track Method to Track
Indicator

New Business Sales $50,000 Monthly Management System
New Business Report

Retention Rate 92% Monthly Management System
New Business Report

Sales Activities Varies Weekly Agency CRM Tool or
Management System

Principles

● Address difficult issues professionally and quickly

● Be relentlessly positive with the team and see their potential when they cannot

● Outlast the suck of adopting change

● Be driven to achieve the agency’s goals

Critical Competencies

Efficiency Able to produce significant output with minimal wasted effort.

Honesty/Integrity Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.

Organized & Planning Plans, organizes and schedules in a productive manner. Focuses on key priorities.

Aggressiveness Moves quickly and takes a forceful stand without being abrasive.

Follow-Through Lives up to verbal and written agreements, regardless of personal costs.

Persistence Demonstrates tenacity and willingness to go the distance to get something done.

Proactivity Acts without being told what to do. Brings new ideas to the company.

Enthusiasm Exhibits passion and excitement over work. Has a can do attitude.

Work Ethic Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.

High Standards Expects personal performance and team performance to be nothing short of the best.

Openness to Criticism and Often solicits feedback and reacts calmly to criticism or negative feedback.

Ideas

Listening Skills Let others speak and seeks to understand their viewpoints.

Communication Speaks and writes clearly and articulately without being overly verbose or talkative.

Maintains this standard in all forms of written communication, including emails.

Teamwork Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.

Persuasion Able to convince others to pursue a course of action.

Performance Review

● Weekly meeting with the sales manager to review pipeline, sales, and management system usage.

Sample 5-year Compensation projection

Job Type: Full-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday
• Weekend availability

Work setting:

• In-person

Ability to commute/relocate:

• Warr Acres, OK 73122: Reliably commute or planning to relocate before starting work (Required)

Language:

• Spanish (Required)

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Work Location: In person