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Sales Specialist - All Lines

Posted: 10/26/2022

The Sales Specialist directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet short-term and long-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, and profit goals.


  • Must be licensed in Property & Casualty as well as Life, Accident and Health.
  • Solicits and writes new business for his/her specialist department.
  • Coordinates with the agent and/or Account Executive to aid in determining proper coverage.
  • Field underwriting and rating for new accounts.
  • Maintains knowledge of new products and initiatives.
  • Pursues a program for development of personal and business skills.
  • Actively solicits expiration dates from new clients and prospects.
  • Develops agency relationship with existing clients.
  • Meets the production requirements and goals assigned by the agent or agency manager.
  • Maintains monthly sales records and provides a copy for review to the agent and/or Account Executive.
  • Performs other duties as assigned
  • Four-year college degree highly preferred.
  • Bilingual in Spanish highly preferred.
  • High school diploma or equivalent required.
  • Previous customer service experience highly preferred.
  • Sales and/or customer service experience.
  • Excellent communication skills – both written and verbal.
  • Entrepreneurial spirit with a fearless and positive attitude.
  • Self-motivation and goal-orientation.
  • Desire to continually learn new products and services.
  • Desire to be active in the community.
  • Basic computer skills.
  • Good credit history – no chapter 11 or 13 bankruptcies within the last 12 months. No chapter 7 bankruptcy in the last 3 years.
  • Be able to pass an illegal drug screening.
  • A favorable criminal record – no Felonies.
  • Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, bilingual (if applicable to area), and strong verbal and written communication skills.

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