The Insurance Advisor is important to maintaining and enhancing customer relationships by conducting reviews of existing policies and making tailored recommendations. You will excel in cross-selling essential products to our current clients and identifying and addressing service needs when our dedicated service team is unavailable. This role is unique because of its role in sales, service but also being a valuable team member for test and learns for the company.
You will report to Manager, Branch Sales.
Position Compensation Range:
$0.00 - $0.00
Pay Rate Type:
Hourly
Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.
Primary Accountabilities
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- Sells and services life, property and casualty insurance products to new and existing customers.
- Estimate and quote policy premiums complying with underwriting guidelines.
- Perform office tasks as needed and assigned by Branch Sales Manager.
- Gather necessary information to assess prospective customers against underwriting criteria.
- Convert incoming leads into qualified customer engagements and manage a prospecting pipeline.
- Provide solid customer experiences by directing potential customers to appropriate resources.
- Develop and execute a retention program for existing customer base.
- Meet sales and quality goals consistently.
- Develop, maintain, and cultivate community contacts to enhance company visibility and maximize new business opportunities.
- Collaborate with clients, corporate partners, and community members to foster relationships.
- Work with leaders to create social media content.
- Attend community events.
- Participate in testing new products and processes.
- Stay updated on industry trends and best practices.
- Multitask with a variety of systems.
Specialized Knowledge & Skills Requirements
- Attention to detail to provide accurate quotes to clients.
- Ability to work independently and as part of a team
- Ability to work with curiosity and flexbility to engage in testing and implementing new initiatives
- Willingness to learn and adapt in a fast-paced environment
- Proven ability to build and maintain relationships with clients and partners throughout the company
- Ability to multi-task on multiple computer systems/screens during a quote.
- Ability to clearly explain insurance concepts and coverages to clients.
- Prefer 2 + years' experience in insurance.
Licenses
- Valid driver's license required plus an acceptable driving record.
- Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products: Property and Casualty, (personal lines authority does not qualify) Life and Health.
- Successfully obtain and maintain property and casualty, life, and health producer licenses for sales and service state(s). Required to pass the state licensing exam for property and casualty, life, and health producer licenses within 30 days of hire date.
In this flex office/home role, you will be expected to work a minimum of 10 days per month from the Chandler, AZ office.
The Insurance Advisor will receive base pay plus variable compensation and our corporate benefits package.
Travel Requirements
- Up to 10%.
Physical Requirements
- Work that primarily involves sitting/standing.
Working Conditions
- Not Applicable.
#LI-Hybrid
We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
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