Hy-Vee, Inc. · 1 month ago
Personal Lines Inside Sales Representative
Midwest Heritage, Ep True Parkway, West Des Moines, IA
Full-time
Onsite
Entry, Mid Level
2+ years expMidwest Heritage is a company focused on customer care and employee growth. They are seeking a Personal Lines Inside Sales Representative responsible for generating new insurance business and maintaining client relationships through effective sales strategies and excellent client service.
Organic Food
Responsibilities
Effectively manage inbound and outbound sales activity in an effort to quote and bind personal lines insurance products. Assess client needs, prepare and present accurate proposals, and provide coverage and pricing solutions to new prospects and existing clients
Provide an exceptional sales experience to prospects, including managing the entire sales cycle with the client from start to finish in order to meet sales targets, performance goals, client retention, profitable loss ratio, product mix, and cross-sell targets
Promote Midwest Heritage financial products and services to prospects and existing clients, including proactively sharing banking, elective benefits, and investment leads throughout Midwest Heritage
Provides excellent client service to policyholders by communicating with internal and external personnel; delegate appropriate service work to Personal Lines CSR(s) and others within the agency for timely handling
Timely and efficient follow-up with carriers, clients, and prospects
Professionally communicates verbally and in writing with clients and insurance carrier underwriting, claims and service departments
Utilize a comparative rater and carrier websites for quoting
Develop and maintain positive relationships with insurance carriers
Effectively manage workload including follow up activity in agency management system and completing proficient documentation on all client contacts
Maintain current agent license, certifications, and CE requirements for each renewal period
Monitor client preferences and trends and report appropriate data to agency management
Maintain knowledge of product and service offerings for all lines of business including staying current on industry trends and recommend new carrier markets for agency management to pursue
Qualification
Required
High school diploma or equivalent
Must have the required insurance licensing or ability to obtain within 3 exam attempts or 45 days from first day of employment, whichever comes first
Demonstrate a positive attitude and build client-focused relationships with clients and staff
Excellent communication, organization, client service, and interpersonal skills
Strong attention to detail and ability to meet deadlines
Must be proficient with Microsoft Products including Word, Excel, Outlook, and strong keyboarding skills
Ability to define and refer appropriate products to the specific needs of clients
Ability to maintain a high degree of confidentiality
Ability to organize and perform sales presentations to individuals
Ability to report to work when scheduled and on time
Preferred
Working knowledge of Personal Lines Property & Casualty insurance products and principles of underwriting preferred, but not required
Associate or Bachelor's Degree in Business, Finance, or Marketing is preferred
Two or more years of insurance sales experience including cold calling, selling and negotiating, business development, and implementing sales and marketing plans preferred, but not required
Company
Hy-Vee, Inc.
Hy-Vee, Inc.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$0.01MKey Investors
Renewable Fuel Infrastructure Program
2025-06-13Grant· $0.01M
Leadership Team
Jeremy Gosch
Chairman of the Board/CEO
D
Donna Tweeten
President
Recent News
Corridor Business Journal
2025-12-30
Morningstar.com
2025-12-17
2025-11-04
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