Licensed Sales Producer

Our agency is one of the top Allstate Insurance agencies in the country and we are looking for our next Rockstar to take advantage of the thousands of leads that we have along with the hundreds of new leads received each month.

PURPOSE: The Licensed Product Specialist is under the immediate supervision of the Sales Manager to achieve the sales goals of the Agency. Producers are also responsible for assisting in management of specific processes, insuring accomplishment of all goals and expectations as well as servicing existing clients when necessary.

LICENSING REQUIREMENTS: Every Sales Agent must have their Property & Casualty (P&C) license prior to being employed with our agency. The cost of this licensing is to be incurred by the team member. Within 180 days of employment every Sales Agent is strongly encouraged to obtain their Life and Health (L&H) license. The agency is willing to assist on this licensing on a case by case basis.

MINIMUM PERFORMANCE REQUIREMENTS: Every day we follow the Pyramid of Minimum Expectations: 3 VC Policies Written, or 5 Households Quoted, or 3 Hours of Talk Time, or 80 Calls.

ESSENTIAL FUNCTIONS:

• Follow the Standard Operation Procedure for New Quotes.
• Make outbound calls to obtain and work with prospects with a minimum of 80+ Calls OR 3+ Hours OR 5 Quotes OR 3+ VC Policies Written Daily.
• Work lead lists as assigned using the lead management system following the rules and guidelines as set by your Sales Manager.
• Make the Agency Manager aware of any situation which should be monitored concerning any client having suspicious or frequent claims.
• Follow-up on all new business clients to include life insurance discussions and asking for referrals.
• Attend all office meetings to plan growth and address concerns and upcoming classes and/or updates.
• Always work towards improving office efficiency and controlling expenses.
• Cross sell existing clients following the “lead with review” process.
• Perfect compliance with all Allstate and The Payne Agency guidelines, policies and procedures.
• Handle service work as necessary. Although we are a highly specialized office, occasional service work will be necessary.
• Actively review, improve, and increase product knowledge skills.
• Complete new business log immediately upon the close of a sale, load the applications into Agency Toolchest, disposition the lead in the lead management system as sold, obtain all necessary signatures and trailing documents, obtain ALL prior insurance / other documents BEFORE BINDING when applicable.
• Assist other employees as necessary (initial training, questions, general assistance, etc)

MAINTAIN A POSITIVE AND SELF-DRIVEN, SELF-MOTIVATED ATTITUDE!

Want to learn more about working with one of the top insurance agencies? Email me your resume and let’s talk!

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