• Present and sell company products and services to new and existing customers.
• Prospect and contact potential customers via a CRM system and a proven track record.
• Make sales calls and handle customer inquiries.
• Generate new business by prospecting for clients through referrals, internet leads, current in-book opportunities, networking and COIs.
• Work with the Agent and Team to grow an existing book of business.
• Train to sell core products, Auto, Home and Life insurance.
• Develop leads, schedule appointments, identify, and market appropriate products and services.
• Come to work with a positive attitude and ready to hustle.

Skills: Sales Prospecting, CRM Management, Cold Calling, Client Relations, Business Development, Insurance Sales, Lead Generation, Team Collaboration

• Receive 60-75 inbound sales and customer service calls daily.
• Make outbound calls to health, wellness, and beauty practitioners regarding the purchase or renewal of professional liability insurance.
• Outbound calls to current or past customers, no cold calling.
• Clearly articulate the differences in policy specifics so clients can make informed decisions about their purchase.
• Assumptively close sales by using suggestive speech.
• Inform clients about the product and coverage by explaining procedures, answering questions, and providing general information.
• Maintain and improve quality results by adhering to standards and guidelines.
• Update knowledge by studying new product offerings.
• Participate in insurance continuing education courses.
• Garner a complete understanding of products, processes, systems, customers, etc.
• Effectively and efficiently interact with policyholders and prospects.
• Maintain consistent productivity in order to meet the monthly team sales targets.
• Work to improve personal conversion and attachment rates by product.
• Successfully integrate with the Call Center Sales team, as well as the TDG culture.

Skills: Inbound Call Handling, Outbound Sales, Policy Consultation, Sales Closing, Product Knowledge, Customer Education, Performance Optimization, Team Integration

• Assist individuals and families in selecting appropriate insurance plans that meet their needs and budget.
• Present options using a technology platform.
• Conform to and abide by the rules and requirements set forth by all regulatory bodies acting in good faith.
• Meet personal production goals and objectives.
• Utilize the established communication and sales process.
• Participate in coaching sessions with the team lead and execute on necessary communication/behavior changes.
• Meet monthly sales goals, including applications submitted and conversions.
• Follow compliance guidelines and mandatory disclosures.

Skills: Insurance Plan Advising, Digital Presentations, Regulatory Compliance, Goal Achievement, Sales Process, Coaching Participation, Conversion Optimization, Compliance Adherence

• Manage internal and external client relationships and provide exceptional customer service.
• Understand customer expectations and strive to exceed them.
• Meet or exceed the annual new business sales goal.
• Work with the account management team to ensure annual retention goals are met or exceeded on all renewals.
• Maintain ongoing involvement with clients, including providing recaps at least 90 days prior to renewal, personally delivering policies, and writing thank- notes for all renewals.
• Utilize the expense account to continually build strong relationships with clients and/or prospects.
• Follow up with clients to ensure no accounts receivable are over 90 days.
• Utilize Outlook calendar to track all appointments, daily events, and communication.
• Utilize Salesforce for prospect development.
• Ensure that all prospects are entered and tracked regularly.
• Attend and participate in all sales meetings and trainings, as well as Agency and Department meetings.
• Coordinate and participate in activities related to the agency-affiliated associations and community events.
• Maintain a current, active license at all times.
• Complete Continuing Education classes to maintain license, or as requested by Management.
• Hold or be working toward at least one of the following insurance designations, including CISR, CRIS, CRM, CIC, CPCU, or ARM.

Skills: Client Relationship Management, Customer Service, New Business Development, Account Retention, Policy Delivery, Prospect Development, CRM Utilization, Compliance Licensing

• Network and develop relationships with local businesses and homeowners.
• Explain and deliver the benefits of Rural Mutual's product line.
• Work with clients and underwriters on each purchase of insurance policies.
• Provide guidance and assistance to other producers in the office/region.
• Provide exceptional customer service.
• Maintain knowledge of new products.
• Gain training and education, knowledge and expertise with team members.
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles.
• Stay abreast of insurance industry protocols and policy changes.
• Ensure fulfillment of all policy requirements and monitor insurance claims to ensure mutual satisfaction.

Skills: Business Networking, Product Presentation, Policy Coordination, Team Guidance, Customer Service, Product Knowledge, Risk Management, Claims Monitoring

• Achieve monthly, quarterly and yearly sales goals through prospecting and referrals.
• Provide comprehensive policy reviews and proposals to businesses and households.
• Conduct needs-based customer policy reviews.
• Ensure a positive, memorable customer experience.
• Responsible for organizing and executing efficiently, with a strong sense of urgency.
• Work daily with the underwriting team to identify proper risks.
• Maintain a high level of daily prospecting activity (farm, commercial, personal lines).
• Conduct field underwriting on businesses and farms.
• Confident self-starter who works well independently.
• Maintain a positive and self-motivated attitude.

Skills: Sales Achievement, Policy Review, Customer Experience, Organizational Efficiency, Risk Identification, Prospecting Activity, Field Underwriting, Self Motivation

• Build a contact plan from local networks and contacts.
• Daily prospecting for new client opportunities.
• Develop an insurance needs analysis with prospects and clients.
• Work with Mustard Seed insurance partners to determine the best solutions for clients.
• Present Mustard Seed solutions and closing business.
• Provide a great personal touch to maximize client retention.
• Automatically send voice mails, texts and emails, and will remind when something needs to be done to help the customer.
• Focus on a team atmosphere and nurture a fast-paced and fun environment.
• Utilize the best technology to be more efficient and 100% paperless.
• Provide training and instruction, but will not micromanage work.

Skills: Contact Planning, Client Prospecting, Needs Analysis, Solution Presentation, Client Retention, Automated Communication, Team Collaboration, Technology Utilization

• Responsible for building a customer base.
• Responsible for after-sales support.
• Negotiate and close deals with customers.
• Perform research about customers and competitors.
• Recommend improvements and changes to the company's sales policies.
• Keep Customers’ contacts updated on the system.
• Take part in the incoming call rotation for new prospect leads.
• Quote new prospects with over 40 carriers, ensuring the best policy and coverage nearly every time.
• Cross-Sell additional Lines of Business on every call.
• Bind new policies for prospects who have been quoted.

Skills: Customer Base Development, After Sales Support, Deal Negotiation, Market Research, Policy Improvement, Contact Management, Prospect Quoting, Cross Selling

• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails.
• Conduct personal insurance reviews in efforts to retain business and cross-sell policies.
• Determine customer needs and requirements and recommend solutions.
• Close sales and achieve set quotas.
• Maintain consistent knowledge of P&C products, underwriting guidelines, and pricing.
• Keep abreast of industry, contract coverage and limits, processes and procedures.
• Establish and maintain relationships with lead source affiliates.
• Assist prospects with securing proper insurance with the ability to relate and advise.
• Advise clients through email, phone, text, and chat messaging.
• Prepare and communicate new quotes and coverages to new and existing clients.

Skills: Lead Generation, Insurance Reviews, Needs Assessment, Sales Closing, Product Knowledge, Industry Awareness, Affiliate Relations, Client Advising

• Build clientele via telephone prospecting, referrals, and networking.
• Develop insurance quotes, make sales presentations, and close sales.
• Foster strong relationships with current and prospective clients.
• Foster strong relationships with centers of influence.
• Respond to queries, problem-solving, and following up with clients to ensure satisfaction.
• Meet business production goals and objectives as established by management.
• Focus on personal lines to prospects by networking and making presentations.
• Drive own clientele base by closing Personal Line sales to build own book of business.
• Assist with servicing policies.
• Meet goals and objectives as established.

Skills: Client Prospecting, Sales Presentations, Client Relationships, Influence Networking, Customer Support, Goal Achievement, Personal Lines Sales, Policy Servicing

• Must have and maintain a Property and Casualty Insurance license in either Texas or Florida.
• Understanding of pet insurance and how it works.
• Willingness to adapt to policy/process updates quickly.
• Proven track record of quality, productivity, and exceptional customer service.
• Demonstrated ability to multitask in a fast-paced environment without missing details or cutting corners.
• Flexibility to shift schedule and work overtime.
• Knowledge of Microsoft SharePoint and OneNote.
• Willingness and ability to stay within insurance regulations.
• Able to complete fingerprinting per insurance regulations.

Qualifications: BA in Marketing with 2 years of Experience

• Must hold an active Property and Casualty Insurance License.
• Proven experience as an independent Property and Casualty Insurance Sales Producer.
• Advanced comprehension of personal lines Property and Casualty insurance products.
• Ability to work with computers and understand and interpret standard statistical findings.
• Competent in PL Rating or EZ Lynx.
• Experience in quoting and issuing personal lines Property and Casualty policies with multiple insurance intermediary markets.
• Proficient in DocuSign, goal-oriented.
• Excellent skills in communication and presentation.
• Experience in delivering client-focused solutions and in creating long-lasting relationships.

Qualifications: BS in Finance with 5 years of Experience

• Superb communication skills, both written and verbal, as well as interpersonal and time management skills.
• Understanding of the sales process and how to enter information into client databases.
• Must have previous sales experience.
• Must have an Active TN PC License.
• Must have PC experience.
• Must have independent insurance experience.
• Proven ability to negotiate/influence others.
• Must have good communication skills.
• Able to self-motivated.

Qualifications: BA in Business Administration with 4 years of Experience

• Knowledge of life and health insurance products.
• Proven ability to build strong relationships.
• Able to work in a team environment.
• Sales experience or finance experience.
• Effective problem-solving and resolution skills.
• Must have strong organizational skills.
• Must have strong presentation skills.
• Must have Property and Casualty license, Life and Health license.

Qualifications: BS in Economics with 3 years of Experience

• Must have customer service skills.
• Must have excellent phone etiquette.
• Must have a goal-oriented work ethic, self-driven.
• Must have strong communication skills.
• Able to access a computer with a high-speed internet connection.
• Able to follow a script.
• Able to timely follow up with clients and team members.
• Willingness and ability to be trained.
• Must have sales experience.

Qualifications: BA in Communications with 2 years of Experience

• Able to speak bilingual to serve Hispanic clients.
• Proficiency in multitasking, follow-through, and follow-up.
• Excellent communication/interpersonal skills.
• Capable of handling customer rejection and objections.
• Strong communication and negotiation skills.
• Must have property and Casualty insurance license.
• Customer service/sales work experience within a call center or related heavy customer contact experience.
• Able to handle constant customer contact.
• Strong leadership, organizational/time management skills, and multi-tasking abilities.
• Able to work in a detail-oriented, flexible and creative environment.

Qualifications: BS in Risk Management and Insurance with 4 years of Experience

• Experience in customer service and/or sales.
• Familiarity with accounting or finance.
• Must have insurance experience.
• Must have a Health and Life Insurance license.
• Moderate skills in Microsoft Word and Excel (administrative work functions).
• Personable with good communication skills (particularly on the phone) who is eager to learn and enjoys helping others.
• Strong customer service skills on the phone and face-to-face.
• Passion for people, developing relationships and building a network.
• Goal-oriented with a focus on achieving sales success.
• Excellent time management and organizational skills.

Qualifications: BA in Psychology with 3 years of Experience

• Possesses a Property and Casualty Insurance license.
• Must have insurance sales experience.
• Excellent in a fast-paced environment.
• Able to solve problems and can do it efficiently.
• Able to interact with people and can communicate professionally both in writing and on the phone.
• Must have an active Life Insurance license or be willing to obtain one.
• Able to enjoy talking to, helping and building professional relationships with Clients.
• Must have outstanding interpersonal and communication skills.
• Familiarity with the Microsoft Office suite.

Qualifications: BS in Management with 5 years of Experience

• Must have property and casualty license (P&C).
• Must have a track record of exceptional performance in an insurance sales environment.
• Must have high empathy and a willingness to understand and help others.
• Ability to multitask and juggle changing priorities without missing a beat.
• Flexible scheduling and the ability to work remotely.
• Must have communication skills, including conflict resolution and a friendly manner.
• Empathetic toward clients’ needs.
• Good organizational skills and attention to detail.
• Able to take a eam-oriented approach.
• Ability to continuously learn.
• Able to have high energy, persistence, and honesty.

Qualifications: BA in Sociology with 4 years of Experience

• Able to meet sales goals and work as a team member to meet long-term and short-term goals for agency growth.
• Must be highly organized and able to manage multiple priorities.
• Strong attention to detail, customer expectations and timelines.
• Strong verbal and written communication skills.
• Able to work well independently and on a team.
• P&C and Life Insurance license or willing to get licensed within 60 days.
• Basic computer skills and working knowledge of Microsoft Word and Excel.
• Must have sales experience.
• Must have computer experience and good organizational skills.

Qualifications: BS in Accounting with 3 years of Experience