Inside Sales Personal Lines Job Description

Mission: To grow the personal lines book of business by maximizing the Cross Insurance Agency sales process and applying these strategies daily. This includes taking inbound web and phone call quote requests.  Calling on lost business, unsold quotes, and monoline business for account rounding, attending activities and building relationships with mortgage brokers. This role is the face of our agency in the community as well as agency prospects.

Desired Outcomes of this Role

  1. Consistently meet or exceed production numbers (tracked and updated monthly)
  2. Follow the new business sales process and maintain a closing ratio of over 50%
  3. Work to improve agency retention with a goal of 93%
  4. Identify and develop a relationship with surrounding mortgage companies
  5. Work to support the marketing and branding team in the following ways:
  6. Proper Management system
  7. Positive Attitude and Efficient Work Ethic

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.
Intelligence Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
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.
Flexibility/Adaptability Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Calm Under Pressure Maintains stable performance when under heavy pressure or stress.
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 Ideas Often solicits feedback and reacts calmly to criticism or negative feedback.
Listening Skills Lets 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

  • Monthly meeting with the manager to review pipeline, sales, and Management System Usage.