National Association of Professional Allstate Agents, Inc.

Insurance

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support
• Anticipate, respond to, and follow up on all existing client needs
• Actively follow up on purchased NEW & seasoned leads, prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs, cross-sell, Organic prospecting, etc..

Insurance Sales Representative

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support
• Anticipate, respond to, and follow up on all existing client needs
• Actively follow up on purchased NEW & seasoned leads, prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs, cross-sell, Organic prospecting, etc.

Insurance Representative

Producer

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
• Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
• Present policies to insured and educate them on coverages and rates.
• Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

Personal Lines Producer

Customer Support

• Maintain solid customer relationships by handling personal lines insurance coverage inquiries and concerns
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims
• Conduct specific service and marketing activities
• Work with prospects to pre-qualify and understand their needs
• Gather necessary data, research policy options, present options, finalize and bind new coverage,
• Cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls to review existing policies
• Confer with customers to provide detailed information about products and services
• Quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation
• Actively solicit increases in coverage or rounding out accounts

Insurance Sales Representative

Insurance Representative

Personal Lines Producer

Personal Lines Customer Service Representative