INSURANCE SALES

Purpose of Position:Licensed Sales/Retention Professionals are responsible for sales goals as well as servicing existing customers. We are trusted advisers - we provide education to customers and consumers as to possible insurance solutions to protect them and their families. License Requirements:Property and Casualty Minimum Performance Requirements:Will be determined by agency principal and staff, and updated monthly. Monthly/minimum goal of 15 P&C items and 2 life applications issued. Essential Functions:* Complete daily activity log each morning, deliver to agency principal * Provide new business log to Agency Owner at end of each day* Enter all financial services and sales into AgencyZoom * Contact customers to obtain and verify appointments* Make agency principal aware of any situation that should be monitored concerning any customer having suspicious or frequent claims* Write new business applications * Cross-sell existing customers* Comply with Allstate RMPs, legal documents and office procedures* Issue a minimum of 15 P&C items and 2 life applications per month* Handle service work as necessary* Actively improve sales and product knowledge skills * Improve sales of all lines, retention, cross-sell ratio and customer satisfaction, and reduce loss ratio while doing service work* Participate in community events, as necessary* Market to realtors, mortgage brokers and apartment owners* Responsible for essential functions on Customer Care Professional job description * Handle additional duties as assigned or needed* Maintain a positive and self-motivated attitude