Job Title
Personal Lines Sales Representative

Classification
Commission

Title of Immediate Supervisor
Personal Lines Manager
Department
Personal Lines Insurance
PRIMARY FUNCTION
Sell all lines of insurance as licensed .
MAJOR DUTIES AND RESPONSIBILITIES

1. Field and return calls concerning quotes for property and casualty insurance.

2. Seek out new clients or additional lines based on needs.

3. Customize quotes to suit individual needs, determine eligibility, contact underwriter if necessary.

4. Calculate accurately and deliver rates in timely manner.

5. Accurately retrieve information and complete necessary paperwork to obtain insurance policy.

6. Collect and record payment for services rendered.

7. Represent agency in ethical, professional and courteous manner.

8. Explain coverages, features, advantages, disadvantages of various policies to promote sales of Insurance plans.

9. Follow John Yurconic Agency policies and procedures.

10. Be a reliable and dependable team player.

11. Other transactions as required by department.

Other related duties as assigned.

JOB SPECIFICATIONS

Knowledge and Skills

- Knowledge of processes for providing customer service, principles and methods for promoting and selling products.

- Ability to manage one's own time and others time.

- Strong oral and written communication skills.

- Ability to listen and speak effectively to others.

- Ability to think critically and make appropriate decisions.

- Knowledge of English language, understand written sentences and paragraphs in work related documents.

- Ability to organize, plan, and prioritize work.

- Ability to work directly with the public.

- Ability to process information.

Credentials and Experience

High School Diploma

Minimum one year experience selling Property and Casualty Insurance.

Valid Property and Casualty License.

Proven track record in sales / retention.

Work Environment/Equipment

Computer keyboard, Applied, calculator, Microsoft Word.

Postage machine, copier/fax, alarm system, and phone system, cash register.

Windows 98, Windows 2000, Windows XP

Office equipment and programs as required.

Physical Requirements

Ability to stand for long periods of time.

Manual dexterity to operate computer and calculator.

Visual skills to read and interpret reports and data recording.

Hearing and speaking skills as required.

Supervisory Responsibility

N/A

APPLY FOR THIS POSITION