Advisor - Personal Lines - Outside Sales
Core
Outside Sales Advisor generating new personal lines insurance business and managing renewals for individual clients.
Role type
Outside Sales Advisor (Personal Lines)
Builds
Personal lines insurance policies and risk management solutions
Domain
Insurance / Personal Lines
Deliverable
product features
Required skills
consultative sales, relationship building, networking, proposal presentation, client needs analysis, documentation management, goal achievement
Preferred skills
prior insurance sales experience, community involvement, carrier partner relationship management
Technologies
Microsoft Office, agency management systems
Responsibilities
Generate new business while managing and renewing existing client accounts, Meet with clients to understand their insurance needs and recommend customized coverage solutions, Present insurance proposals clearly and professionally, Close new business and collect all required applications and documentation, Develop new business opportunities through networking, referrals, community involvement, and industry events, Consistently meet or exceed monthly new business goals
