Job Details

Personal Lines Renewal SpecialistPriority Risk Management
Job Start Date:10/1/2021Type of Position:Sales Support
Number of Openings:2Wage/Salary:$40,000Per Year
Job Location & Contact:
7050 E 116th St., Ste 50
Fishers, IN46038
317-678-7104
Email
Job Description:
Summary ? This position has a flexible work schedule. Work from home is an option. ? This position is responsible for managing our overall relationship with our personal lines clients, by managing the renewal process, cross selling, upselling, asking for Google reviews and soliciting referrals. ? Meeting sales objectives in retention of clients, increasing premium and policy volume in accordance with our annual business plan. ? You will be responsible for reviewing clients current coverage and recommending changes to improve their coverage and reduce their risk of loss. You will have access to 20+ insurance companies in order to provide our customers the best insurance value for their individual situation. ? Our process utilizes multiple digital strategies. You will become fluent in the use of a VOIP Phone system linked to a CRM (KEAP formerly known as Infusionsoft). ? You will manage the renewal process in Slack and will need to access multiple insurance company websites plus our Agency Management System (NowCerts) in order to review their current insurance policies and make recommendations to close coverage gaps. ? You will be presenting your solutions using various tools such as: video quotes, zoom meetings, and conference calls. What you will receive ? Competitive Salary: $34,000-$45,000. ? Performance Bonuses. ? Unlimited Time Off ? Growth potential/Opportunity for advancement within our organization ? Become part of the family. We are a family-run agency and our partners have become one of the family. What you'll be doing ? Your primary focus and responsibility will be to review and manage the clients insurance portfolio through outbound video proposals, zoom meetings, other digital sales methods, phone calls and in person meetings. ? You will be interacting directly with our remote virtual assistants to propose insurance solutions to close coverage gaps and provide our customers peace of mind. ? We have 20+ insurance companies for you to review annually with the client. We have established minimum recommended coverage limits to discuss with our vlaued clients. ? You will follow multiple processes using multiple technologies to improve client retention, increase sales and improve agency profits. ? Most of our clients think of us as auto and home insurance agents. You will be expected to expand their thoughts to include: commercial or business insurance, life insurance, financial planning, medicare supplements, and long-term care insurance. ? Understand, promote and support the objectives and goals of the agency. ? You will effectively utilize a multitude of digital tools. You will become proficient in the use of our VOIP phone system (Turbodial), CRM (KEAP), renewal tracking (Slack), and client management system (NowCerts). ? Complete required number of renewal calls and average times per day, week, and month. Calls should include consistent use of the consultative sales process and skills gaining a commitment and establishing a clear forward action plan. ? Use a strategic approach and segmentation to select clients to spend time with and provide guidance and solutions to protect all their assets. ? Communicate and deliver on the Agency's value proposition for each line of business. ? Gather and share competitive intelligence, market changes, and our competitive position. ? Gather and request for customer reviews on platforms such as: Google, Yelp, Facebook, Linked In, etc. ? Gather customer referrals for our sales staff. What you'll bring to the company ? A friendly, energetic personality that embraces digital technologies in a consultative setting to protect our clients' most precious assets in the most cost-effective way. ? You must possess a strong phone presence including video presentation and experience with multiple outbound/inbound phone calls per day. ? Bachelor's degree and prior insurance experience preferred. An equivalent combination of education and experience may be considered. ? Proficient with web presentation tools including online meetings & video conferencing with strong listening, communication, and presentation skills.
Experience Required:
Preferred but not required
How to Apply:
Email your resume to Steve@PriorityRisk.com
Application Deadline:
Jan 01, 1900
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