Personal Insurance Advisor II

Lincoln

Full Time

Personal Lines

Salaried

Potential Responsibilities:

  • Develop and implement an approved sales business plan, based on PL division sales goals.
  • Meet annual sales goals.
  • Actively cross sell and refer prospects to the appropriate department.
  • Maintain prospect list of clients for agency’s target business in agency prospect system.
  • Contact prospects, schedule appointments and make sales presentations.
  • Complete applications, quotations and proposals in appropriate carrier proprietary system or agency managing system.
  • Arrange payment terms for all accounts in accordance with agency credit and collections policy.
  • Participate in courses from insurances/sales skills.
  • Balance production to achieve desired mix of business.
  • Arrange for smooth hand off of new accounts to Personal Insurance Advisor.
  • Keep current with industry trends and techniques and use agency selling aids to maintain a competitive status for the agency within the industry.
  • Attend sales seminars, company sales meetings or educational activities needed to improve sales techniques and stay up-to-date on the latest developments in the marketplace.
  • Participate in/direct any special projects at management’s request.

Job Requirements:

Education: High school diploma or GED; college degree preferred.

Experience: Clerical and computer knowledge; experience in property & liability coverages preferred.

Licensure: Current Nebraska property and casualty insurance license.

Skills/Abilities: 

  • Demonstrate oral and written communication skills with the ability to effectively interact within all levels of the organization.
  • Proven track record of successful client advocacy in a fast-paced environment, emphasizing attention to detail.
  • Ability to follow up on activities from start to finish.
  • Experience in delivering client-focused solutions based on customer needs.
  • Proven ability to manage multiple projects at a time while paying strict attention to detail.
If you walk this talk and embody our core values, use the form below to reach out and we’ll be in touch.
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