American Family Insurance - Lance Paulson Insurance Agency Inc

Sales

• Markets, prospects, and sells American Family Insurance products in all product lines
• Maintains effective customer relationships, understands customer needs and matches them with appropriate product and service offerings
• Promotes brand awareness through participation in agency and community events
• Meets and exceeds sales goals each month
• Develops knowledge of the local market dynamics for business development opportunities for all product lines
• Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
• Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers
• Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts
• Secures new business through individual effort and established lead methods
• Prepares quotations and applications and delivers effective presentations to close sales
• Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
• Conducts sales and review appointments with prospective and current customers
• Updates sales tracking systems daily to monitor progress
• Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities
• Participates in events designed to promote brand awareness and educate consumers
• Encourages and supports a cohesive relationship between the sales and service team to help achieve service-related objectives
• Ensures completion of requested account and policy updates and changes (when applicable)

Sales Specialist

Manager

• Executing our Personal Insurance Review (PIR) process for all existing clients to ensure satisfaction.
• Entering client information into various databases and customizing message delivery.
• Submitting auto, home, and commercial insurance policies to bind coverage as needed.
• Work with Manager to help create, systematize, and implement new marketing programs.
• Monitor and update our key performance tracking systems in either Excel or Google Sheets.
• Creates and implements social media content to grow client loyalty and brand awareness.
• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships.
• Estimates and quotes policy premiums complying with underwriting guidelines.

Sales Specialist

Loyalty Manager