Insurance Producer / Sales Manager

Are you looking for a career to replace your job? Brandon Utke Insurance Agency, Farmers in Sunnyvale, California, is looking for an experienced sales representative to join our team. In this role, you will be responsible for selling products to customers utilizing phone, email, and video conferencing. You will be responsible for understanding their needs to offer products that can help them achieve their personal goals. Your prior experience in the industry will help you provide an exceptional experience to our customers. If you are an active listener, quickly build rapport with customers, are motivated, and are invested in your growth and success, this may be the perfect position for you. Apply today!

Hourly Base Salary Based on Experience

Work from Home

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Return all phone messages promptly.

Share training and education knowledge and expertise with team members.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products and services.

Prospecting and generating new businessthrough leads & referral sources.

Generating insurance quotes.

Provide exceptional customer service and support.

Be outstanding at relationship building.

Develop and maintain client relationships.

Maintains inventory of office supplies and forms - places orders weekly.

Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.

Cold call, direct email and perform other lead generation activities.

Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Informs customers of promotions and new or upgraded products using prepared scripts.

Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

Maintains phone time or sales quotas as determined by management.

Schedule appointments for sales staff to meet prospective customers.

Contact businesses and private individuals by telephone to promote products, services and/or referral programs.

Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Grow sales revenue by utilizing phone, email and potential client lists.

Provides on-going support to insurance clients as needed.

Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Presents and explains insurance policy options based upon prospective client needs and their personalgoals.

Provide customers with additional information about new products and services.

Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Work independently and as part of a team.

Stay up-to-date on industry market trends and best practices.

Assess and identify the wants and needs of your customer(s) over the phone.

Develop and implement new marketing and sales strategies.

Participate in regular team meetings and brainstorming sessions.

Attend training and continuing education courses.

Handle customer renewals.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Create relationships from a cold start.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Confident, self-starter who works well independently.

Must have ability to multi-task.

Prior Sales Experience.

Must be awesome at opening doors and getting appointments from a cold start.

Must be highly self-motivated.

Professional phone etiquette.

Career minded vision.

Follow through and exceed current and prospective client expectations.

Excellent Spelling and Grammar skills.

Exceptional Business Writing and Editing Skills.

Great Customer Service Skills.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required.

A Life & Health Insurance license is required.

Display leadership competencies, including ability to delegate, engage, and inspire others.

Strong work ethic and leadership skills.

Successful sales background.

Minimum 3-5 years prior sales experience is preferred.

Strong communication skills, both oral and written.

Driven and goal-oriented individual.

Be capable of handling customer rejection.

Previous work experience in sales, marketing, promotions or telemarketing.

Knowledge of sales and marketing principles and strategies.

Be equipped with great listening and closing skills.

Bilingual, fluent in both English and Spanish is beneficial.

Ability to take initiative, be proactive, and think outside the box.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

Ability to identify and solve problems, think critically, and make decisions quickly.