Inside Sales Agent, Personal Lines
Full Time • Raleigh, NC
Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.
WHAT WE’RE LOOKING FOR
WHAT WE’RE LOOKING FOR
Responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.
A GLIMPSE INTO YOUR DAY
- Contacts current, past and potential clients to solicit new business.
- Follows up on leads and responds promptly and efficiently to referrals.
- Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.
- Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.
- Assures clients are educated concerning agency payment expectations and cancellation procedures.
- Collects premiums pre-policy from clients for purchases of new coverage and obtains signatures on applications for clients as required.
- Assures clients are provided with the necessary documentation and information for record-keeping purposes.
- Prepares summaries of insurance, schedules and proposals.
- Works with service team members to review existing policy coverage, upgrade accounts and remarket when possible.
- Documents automated files as appropriate.
- Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education.
- Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.
- Maintain all required CE credits for non-residential licensing and appointments.
- Maintain carrier partnerships for all sales center strategic partners.
- Work closely with carrier key contacts to ensure acceptability of new business submissions.
- Work closely with the training manager for all onboarding and sales development needs.
- Collaborate with centralized service team to ensure strong client retention efforts.
- Special projects and other duties as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
- A Property and Casualty License from state of is required and must be maintained.
- College degree or 3 to 5 years’ sales experience in the insurance industry is preferred.
- Experience working with complex coverages.
- Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
- Working knowledge of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
- Outstanding interpersonal and communications skills.
- Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
- Ability to prioritize and handle multiple tasks in a demanding work environment.
- Willingness to adhere to all principles of confidentiality.
- Ability to work independently and as a team.
- Ability to calculate and perform mathematical functions.
WHY CHOOSE RELATION?
- Competitive pay with eligibility for performance-based incentives and commissions.
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
- Career advancement and development opportunities.
Compensation: $50,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)