Sales Insurance

Company Profile

General Insurance Services is a full service independent insurance agency with over 80 years of experience serving Northwest Indiana, Southwest Michigan, and many accounts in the greater Chicago market. Our mission is to “secure the future of the communities we serve” through not only our work, but our community outreach as well. We invest in our team members through training and development to help them reach their career goals and personal aspirations.

At General Insurance Services:
• We offer a competitive salary and benefits package.
• We provide ongoing training to help you learn your job.
• We deliver constant coaching and feedback to help you develop your skill.
• We encourage professional development.
• We support individual volunteer efforts within the community

General Insurance Services was recently named one of the “Best Places to Work in Indiana.” Our office is growing, and we are looking to train the right individual to fit right into our company. If you are motivated to succeed and would like to join our team, please complete our application. We will follow up with you on the next steps in the interview process.

Job Description

1. Effectively meet sales goals and build relationships with clients.
a. Continually search for sales prospects from various sources via direct mailings, current clients (commercial and personal), phone contacts, community involvement, etc.
b. Review exposures, analyze insurance needs, and make recommendations for existing and prospective clients.
c. Provide quotes and coverage overviews to prospective clients.
d. Cross-sell and try to write the whole account
e. Conduct periodic reviews with your existing clients
f. Respond to all incoming calls, voicemails and emails from clients, ideally within the same day.
2. Meet monthly new business premium goals.
a. Use a variety of sources such as outgoing calls, incoming quote requests, referrals, niche marketing, etc. to solicit new business.
b. Acquire enough information to complete applications, questionnaires, photos, diagrams, etc for new business submissions.
c. Present the proposal in a professional and effective manner by explaining all coverage offered.
d. Close the sale and pick up necessary deposit, if any.
3. Stay aware of the market.
a. Maintain knowledge of underwriting criteria for CL carriers represented by the agency.
b. Keep up-to-date on company issues, coverages, rates, rules, etc.
c. Select markets where you want the risk quoted.
d. Maintain a working relationship with underwriters.
e. Be familiar with company website(s) so you can access information, as needed.
f. Become familiar with rating systems and be able to use it to quote new business, etc.
g. Solicit referrals from existing CL accounts and obtain cross-sell referrals from other departments within the agency.
h. Provide referrals to other departments within the agency.
i. Keep abreast of current marketing techniques. Provide communication and marketing ideas to the department so as to benefit the growth of the agency.


Sales Experience

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