Rue Insurance · 2 months ago
Personal Lines Insurance Advisor (Sales)
Hamilton Township, NJ
Full-time
Hybrid
Mid Level
$50K/yr - $75K/yr
3+ years expRue Insurance is one of the largest independent insurance brokerages in NJ, established in 1917. The Personal Lines Insurance Advisor is responsible for selling personal insurance products and upselling to existing clients to meet sales targets while providing exceptional customer service.
BankingFinancial ServicesInsurance
Responsibilities
Handle incoming prospect calls, walk ins and website leads for new business
Generate new business opportunities by actively contacting prospects
Scheduling prospecting appointments to perform interactive sales presentations
Gather relevant personal information to provide quotes tailored to the specific needs of the client
Network with prospects by developing centers of influence outside the agency
Engage a flow of referrals and new business opportunities
Develop and utilize prospecting strategies to increase opportunities for new business
Review customers' current insurance and recommend changes or improvements. Support the Rue Be Ready model by proactively seeking to discover client operational or exposure-based risk improvement opportunities, making appropriate risk control or insurance coverage recommendations to address identified risks, and following through to resolution
Build and maintain client relationships and provide a consultative approach to account activity
Reach or exceed annual sales targets/goals
Recommend additional products to clients to ensure appropriate coverage is in place
Develop and maintain client relationships and provide oversight to account activity
Utilize the agency management system to document all client and prospect calls and selling activities
Utilize insurance company websites and comparative rating system
Deliver first-class customer service by setting clear expectations with the client and continually meeting or exceeding them
Process payments from clients and advise of different payment options that may be available from the carrier
Following process flows in the system including logging all activities in the system, updating applications/ declaration pages, and processing all correspondence (memos, letters, faxes, email, etc.) through the computer system
Be familiar with and follow agency E&O guidelines
Attend and participate in department and monthly company meetings
All other duties or projects as assigned by management
Qualification
Required
Minimum of 3 years of personal lines insurance sales experience
Valid driver's license and satisfactory driving record
Property & Casualty License
Excellent written and verbal communication skills
Negotiation skills
Highly motivated
Team player
Basic computer knowledge and proficient with Microsoft Office
Knowledge of insurance company rating programs
Knowledge of a comparative rating system
Preferred
Bachelor's degree preferred
Knowledge of Applied Systems EPIC (preferred)
Benefits
Flexible Work Schedule
In office/ Remote Hybrid Work Schedule
401(k) with Match
Profit Sharing Plan
Medical with HRA/HSA
Dental
Vision
LTD
STD
Life Insurance
Accident Insurance
Critical Illness Insurance
AD&D Insurance
FSA
Identity Theft Insurance
And more….
Company
Rue Insurance
Rue Insurance offers insurance, financial, employee benefit and banking services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase