Personal Lines Sales Advisor

Under the direction of the Director of Sales - Personal Lines, this position is responsible for generating new business sales, maintaining and building upon renewal relationships, and providing proactive service and account management to clients.
Essential Duties & Responsibilities: Prospect and generate new business appointments Over-serve top customers Round out accounts Seek cross-sell opportunities from other departments Complete opportunities tab including activity reports and other reports required by Sales Director Attend and actively participate in agency sales and sales training meetings Understand and adhere to roles and responsibilities in servicing business Understand and adhere to the new business and renewal business marketing policies and procedures Complete New Business Workflow including entry into EPIC system, obtain client signatures and coverage waivers as needed Utilization of all technology efficiencies - i.
e.
Indio, iOi, Exdion, etc.
Submit New Business to carriers and handle underwriting questions arising from submissions Review any book conversion spreadsheets and select carrier in which coverage is placed following proper workflows Develop and maintain positive relationships with partner insurance carriers Forward Rewrite business to service team to handle Continue professional development (i.
e.
stay current with industry changes, continuous sales training, pursue professional designations, etc.
) Qualifications and Requirements: Bachelor's Degree in Business or any other related degree Must have a positive "can-do" attitude, possess a passion for insurance, and be a self-starter who regularly demonstrates initiative - adherence to all Core Values Related experience includes previous sales experience preferably in the insurance industry Property & Casualty and Life & Health licenses preferred (required after employed) Effective oral and written communication skills Proficiency in Microsoft Office, Teams, Zoom and all social media channels Must be a Team Player and work well with others At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - it's the Ansay Way! As such the following core values guide our behaviors: Respect - Compassionate and Loyal Integrity - Honesty and Trustworthy, Accountability - Responsible for Actions & Results, Passion - Unfailing Dedication & Pride In Work, Positive "I Can Do" Mentality - Constant, Never-Ending improvement, Excellence/Professionalism - High Expectations & Pursuit of Opportunities to further our Capabilities To learn more about Ansay & Associates, check us out in the link below.
https://www.
youtube.
com/watch?v=jZsPM4Hf0nE Qualifications Behaviors Preferred Team Player: Works well as a member of a group Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Dedicated: Devoted to a task or purpose with loyalty or integrity Motivations Preferred Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work Goal Completion: Inspired to perform well by the completion of tasks Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization Education Required Bachelors or better.
Experience Required 2 years: Customer Service or Client Relations Licenses & Certifications Required Property & Casualty