Inside Sales Personal Lines Job Description
Hey! What if you could take a subject like insurance and combine it with a team of friendly, caring and encouraging co-workers? How about an insurance agency that combines building trust, earning loyalty and offering value with the tech tools of today? We are growing and we need your expertise! Cross Insurance is a well established agency that is looking for another great personality to join our team where everyone is treated as an individual and not just another number.
Mission of Inside Sales Personal Lines
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.
Inside Sales Personal Lines Requirements
REMOTE POSITION: Designated workspace for remote work, private, professional
• Sales Experience is a must or if it runs in your blood. Minimum 1 year P&C experience preferred
• Full Time position
• Proficient in usage of the computer & technology, voip phone systems, virtual meetings, etc
• Bi-lingual in Spanish a plus
• Knowledge in CMS Hawksoft a plus
Desired Outcomes of this Role
- Consistently meet or exceed production numbers (tracked and updated monthly)
- Follow the new business sales process and maintain a closing ratio of over 50%
- Work to improve agency retention with a goal of 93%
- Identify and develop a relationship with surrounding mortgage companies
- Work to support the marketing and branding team
- Correctly entering data into Management system
- Positive Attitude and Efficient Work Ethic
Benefits:
- Company Paid Health Insurance
- Dental and Vision
- 401(k) plan with employer match
- Company Paid Holidays plus Paid Time Off
- Company Paid Life & Long-Term Disability Insurance
- Carrier Incentives
Feedback:
- Every 90 days you will meet with your sales manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description.
- Each year you will receive a formal review.
- Monthly meeting with the manager to review pipeline, sales, and Management System Usage.
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. |
One of the principles of the agency is to raise your hand if you need help. If there is a week you are struggling to complete your outcomes, please raise your hand so we can help you prioritize. Also, since you are in sales, the more you work the more you earn. Plan accordingly!
