Countybank ยท 10 hours ago
Personal Lines Sales Representative
425 Main Street, Greenwood, SC, USA
Full-time
Onsite
Mid Level
3+ years expCountybank is seeking a self-motivated, detail-oriented individual to serve as a Personal Lines Sales Representative working with our Countybanc Insurance Team. The role involves prospecting, soliciting, quoting, and selling new and renewal accounts while meeting specific sales goals and service responsibilities.
CommunitiesFinancial Services
Responsibilities
Assists in the development of the sales objectives
Meets the forecasted premium volume and commission growth goals as established with Agency Manager
Creates and maintains prospect and suspect lists
Request referrals from existing client base and respond to the referrals quickly and effectively
Pre-qualifies insurance prospects for insurability and quality of risk
Identifies the client's insurance needs, gaps in coverage, and loss exposures (insurable and uninsurable)
Obtains accurate information from the prospects; including completing applications, supplemental questionnaires, risk surveys, and other related documentation in order to provide complete, comprehensive submissions
Designs insurance programs and recommends insurance coverage to clients
Meets agency standards for account receivables
Participates in community activities
Reviews client's insurance programs annually and makes recommendations
Accurately documents client files and electronic files as to coverage discussions, quotes, declination, and coverage change or declined
Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel to minimize potentials for error or omission claims
Qualification
Required
High school diploma required
Exceptional communication and interpersonal skills
Possess time management and organizational skills
Strong computer skills with proficiency in Microsoft Office programs
Ability to utilize computer programs and understand functionality
Ability to manage multiple projects, prioritize, and meet deadlines
Understanding of personal insurance underwriting, coverage rate analysis
Knowledge of insurance coverage's and an ability to communicate this clearly to clients and underwriters
Must be able to remain in a stationary position, often standing or sitting for prolonged periods
Willingness to obtain, apply, and share knowledge
Preferred
Bachelor's degree preferred but not required
3-5 years of insurance experience preferred
Benefits
Medical
Dental
Vision
Life Ins.
FSA account
HSA Account
Short- and Long-Term Disability
Matched 401K
Paid Time Off
Company
Countybank
Countybank is a community financial institution located in South Carolina.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ken Harper
Executive Vice President/Chief Operating Officer
Geoffrey Crocker
EVP Chief Credit Officer
Company data provided by crunchbase