Insurance Sales and Customer Service Specialist - American Family Insurance - Issaquah, WA

Your career is a journey and it begins with a single step. Whether you are already a member of the AmFam team looking for your next career adventure or you are new to us and exploring opportunities, you’ve come to the right place.

It takes 1000’s of helping hands and 100’s upon 100’s of different roles to deliver excellent service to our many customers, like actuaries, claims adjusters, underwriters and customer service reps or agency owners and sales specialists — to name a few. Because of our great career diversity, over time, you can have multiple careers all in the same place! So, bring your dreams and achieve them here.

Quick Stats:
Location: WA Issaquah Office

Job ID: R813 Insurance Sales and Customer Service Specialist – (Olympia, WA) (Open)

Job Summary:
The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customer’s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

Job Description:
Primary Accountabilities

Insurance Sales

Develops knowledge of the local market dynamics for business development opportunities for all product lines.

Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers.

Proactively cross sells and/or coordinates with agency team members to provide additional coverage to existing customers.

Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts. (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups).

Secures new business through individual effort and established lead methods.

Prepares quotations and applications and delivers effective presentations in order to close sales.

Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed.

Conducts sales and review appointments with prospective and current customers.

Meets and exceeds sales goals.

Company and Brand Promotion

Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities.

Participates in events designed to promote brand awareness and educate consumers.

Insurance Service

Retains existing customers by providing industry leading customer experiences.

Ensures completion of requested account and policy updates and changes.

Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues.

Knowledge and Skill Development

Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology.

Participates in continuing education and professional designation programs.

Education/Licenses/Designations

Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products: P&C (personal lines authority does not qualify) and L or L&H.

Valid driver’s license required.

Role Requirements

Ability to work independently to plan, set priorities, and organize work. plan, set priorities, and organize work.

Active involvement in the local community.

Demonstrated sales and customer service experience.

Excellent oral and written communication skills.

Demonstrated analytical skills.

Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.).

Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers.

Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.

Preferred Knowledge/Skills/Education/Designations

Demonstrated knowledge of insurance concepts and principles.

Demonstrated effective multi-line insurance prospecting and sales experience.

College degree

Insurance designations (LUTCF, CHLC, CLU, CIC, or CPCU)

Working Conditions

This position requires the ability to work a schedule that includes evenings, nights, weekends, and holidays.

General office setting

Responsibilities:
Protecting dreams is just as important as pursuing them. This is an opportunity to launch your career with the ability to learn and grow with a successful and respected American Family Insurance agency. Make this job your first step on a path to a very bright future!

Protecting dreams is just as important as pursuing them. This is an opportunity to launch your career with the ability to learn and grow with a successful and respected American Family Insurance agency. Make this job your first step on a path to a very bright future!

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