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Howard Hanna Real Estate Services · 4 months ago

Insurance Sales Agent

Pittsburgh, PA

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $75K/yr

Howard Hanna Real Estate Services is a comprehensive provider of insurance solutions. They are seeking an Insurance Sales Agent responsible for achieving sales targets and managing client relationships, including proactive communication with potential and existing clients to grow the agency's book of business.

Real EstateReal Estate Brokerage

Responsibilities

Sales agents are expected to meet a minimum monthly target of $60,000 in new business premium

Regularly contact the lost business list, unsold quotes nearing renewal, and monoline accounts for reviews and rounding opportunities by using Smart Cycle in Agency Zoom

Market all accounts effectively and present tailored proposals

Align business placement with the agency's strategic goals

Engage actively with customers, listening attentively and asking questions to understand their needs and forge strong relationships

Strive to maintain a closing ratio of over 35% by adhering to the new business sales process

Identify training needs and develop a personal improvement plan with managerial assistance

Commit to regularly enhancing technical and sales skills

Aim to improve agency retention, targeting a goal of 93%

Achieve at least 75% multiline accounts on average

Respond to new inbound inquiries within 5 minutes

Conduct diligent follow-ups (5-6 calls) on new web business and after presenting pricing

Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement

Update the agency management system and carrier websites daily with information on prospects, new business, and service calls

Prequalify insurance prospects for insurability and risk quality by completing the underwriting checklist

Process request for Policy Coordinator to send insurance applications, including obtaining signatures, payments, binding coverage, and finalizing underwriting needs

Share and participate in agency social media activities

Contribute to agency branding efforts, including participating in photoshoots when invited

Aim to obtain 5 new client testimonials monthly

Utilize the management system as instructed, recording all client interactions and updates

Respond promptly (the same business day) to queries from account managers

Actively seek referrals from clients and follow up with new business 30 days post-sale

Uphold a positive mental attitude and foster positive relationships with clients and agency staff

Consistently work to improve efficiency, embracing technology tools and minimizing distractions

Achieve and exceed monthly sales goals

Successfully engage with lost and unsold leads, converting them into active business by using smart cycle in Agency Zoom

Build and maintain robust client relationships

Continuously enhance personal and professional skills to align with agency goals

Qualification

Property & Casualty licenseSales skillsClient relationship managementProactiveOrganizationExcellenceReceptiveCommunicationTeamworkAdaptabilityWork Ethic