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About the role
Key responsibilities & impact- Engage key personnel at Holman auto dealerships to create awareness of Holman Insurance Services
- Visit dealerships and host company-sponsored luncheons or other marketing activities
- Develop and maintain an active list of introductions and prospects from dealerships and referral sources
- Work with existing Holman retail customers, follow up on leads and cross-sell existing insurance clients
- Contact prospects by telephone, email, correspondence, social media and other methods to assess household personal lines insurance needs
- Develop client-specific quotes and information using a consultative, needs-based approach
- Generate new business applications for personal lines Property and Casualty insurance and submit them to carriers
- Ensure attention to detail, adherence to underwriting guidelines and persistent follow-up for policy issuance
- Answer questions about insurance coverage, policy provisions, discounts, pricing and related information
- Work with management to achieve premium and retention targets
- Act as a brand ambassador at Holman functions and across the organization
- Collaborate with Account Representatives and customer service personnel
- Assist with new employees, train others on the business operating system and share successful ideas and processes
- Assist with policy changes, billing questions, claims inquiries and other client service needs
- Create a positive experience for clients, prospects and business partners
Requirements
What you’ll need- Four-year college degree or demonstrated equivalent experience as determined by department management
- Property & Casualty Insurance License
- Minimum of one-year experience in insurance industry
- Maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
- Maintains a quality book of business – 85% retention and 1.4 policies per household
- Flexibility in work schedule, including some evening and Saturday hours
- Ability to travel within the local NJ and PA markets for meetings, prospecting calls and network development
- Adaptability and willingness to change as the business grows
- Highly organized and exceptional at following up on assigned tasks
- Focused on learning and personal growth
- Ability to become a robust user of the Agency Management System
- Goal driven, self-motivated and comfortable with individual accountability
- Collaborative and comfortable working in a team environment
- Ability to develop genuine relationships with business partners and team members
- Outgoing and able to inspire and motivate potential referral sources
- Dedicated to delivering exceptional customer care
- Comfortable interacting by phone and in person with prospects, clients, referral sources and business colleagues
- Excellent writing and communication skills
Benefits
Comp & perks- Health Insurance
- Vision Insurance
- Dental Insurance
- Life and Disability Insurance
- Flexible Spending and Health Savings Accounts
- Employee Assistance Program
- 401(k) plan with Company Match
- Paid Time Off (PTO)
- Paid Holidays, Bereavement, and Jury Duty
- Paid Pregnancy/Parental leave
- Paid Military Leave
- Tuition Reimbursement
- Competitive wages
- Bonus earnings
