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Licensed Insurance Agent

Company: Premier Insurance Group Inc. - Allstate Insurance
Location: Altadena
Posted on: May 29, 2018

Job Description:

Job DescriptionAssist in planning, measuring and implementation of sales goals for the office. Licensed Sales Professionals are also responsible for assisting in management of specific processes as well as servicing customers.Care, sell, quote close – provide education to customers and prospects as to possible solutions to customer needs.Complete daily activity log each morning, deliver to agency principalProvide new business log to Agency Owner at end of each dayEnter all financial services follow-ups into eAgent (or other system) each dayContact customers to obtain and verify appointmentsMake agency principal aware of any situation that should be monitored concerning any customer having suspicious or frequent claimsWrite new business applications using checklistProvide Agency Owner/Marketing Manager with a copy of each application done upon issuance, along with policy number and email address(es)Cross-sell customersComply with Allstate RMPs, T-doc and office proceduresMust meet monthly sales goals.Handle service work as necessaryActively train and improve sales and product knowledge skillsAssist in training other employeesImprove sales of all lines, retention, cross-sell ratio and customer satisfaction, and reduce loss ratio while doing service workParticipate in community events, as necessaryMarket to realtors, mortgage brokers and apartment ownersWrite all brokered business for the agency that accommodates existing customers (e.g., GeoVera, Hagerty, American Modern, Griffin, NE Agencies, NW Agencies)Responsible for essential functions on Customer Care Professional job descriptionHandle additional duties as assigned or neededMaintain a positive and self-motivated attitudeCompetitive Compensation: Hourly, Commission, and monthly/annual bonuses based on sales productivityTRAINING PROVIDED Skills: Property & Causalty Insurance, Personal Lines, Commerical Insurance, Financial Services, Life & Health, Insurance Sales, Customer Service, Loss Retention, Underwriting.

Keywords: Premier Insurance Group Inc. - Allstate Insurance, Altadena, Licensed Insurance Agent, Sales, Altadena, California

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