Personal Lines Insurance Advisor (Sales) at Rue Insurance

About Rue InsuranceRue Insurance is one of the largest independent insurance brokerages in the state of NJ having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer Bucks Burlington Middlesex Monmouth Ocean and Somerset counties and licenses in most states across the US. We consistently win Best Places to Work NJ and recently Best Places to Work Insurance a national designation. We have an exceptional and diverse company culture that has led to our average employee remining with us for over a decade. Our employees give 5-star customer service to our clients which in turn has fostered our sterling reputation.About the PositionRue Insurances Personal Insurance Advisors are responsible for selling personal insurance products to prospects and account rounding/upselling existing clients to promote profitable agency growth that meets or exceeds annual sales targets/goals. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times.Hybrid schedule available after 90 days Reports to: Personal Lines ManagerDepartment/Unit: Personal LinesWork Schedule & Classification: Full-time salaried (exempt) positionSalary: $50000 - $75000 AnnuallyDuties & Responsibilities include but are not limited to: Handle incoming prospect calls walk ins and website leads for new business. Generate new business opportunities by actively contacting prospects Scheduling prospecting appointments to perform interactive sales presentations Gather relevant personal information to provide quotes tailored to the specific needs of the client Network with prospects by developing centers of influence outside the agency Engage a flow of referrals and new business opportunities Develop and utilize prospecting strategies to increase opportunities for new business Review customers current insurance and recommend changes or improvements. Support the Rue Be Ready model by proactively seeking to discover client operational or exposure-based risk improvement opportunities making appropriate risk control or insurance coverage recommendations to address identified risks and following through to resolution. Build and maintain client relationships and provide a consultative approach to account activity. Reach or exceed annual sales targets/goals. Recommend additional products to clients to ensure appropriate coverage is in place Develop and maintain client relationships and provide oversight to account activity Utilize the agency management system to document all client and prospect calls and selling activities Utilize insurance company websites and comparative rating system Deliver first-class customer service by setting clear expectations with the client and continually meeting or exceeding them Process payments from clients and advise of different payment options that may be available from the carrier Following process flows in the system including logging all activities in the system updating applications/ declaration pages and processing all correspondence (memos letters faxes email etc.) through the computer system Be familiar with and follow agency E&O guidelines Attend and participate in department and monthly company meetings All other duties or projects as assigned by managementQualifications & Education: Bachelors degree preferred Minimum of 3 years of personal lines insurance sales experience Valid drivers license and satisfactory driving record Property & Casualty License Excellent written and verbal communication skills Negotiation skills Highly motivated Team player Basic computer knowledge and proficient with Microsoft Office Knowledge of Applied Systems EPIC (preferred) Knowledge of insurance company rating programs Knowledge of a comparative rating systemBenefits: Flexible Work Schedule In office/ Remote Hybrid Work Schedule 401(k) with Match Profit Sharing Plan Medical with HRA/HSA Dental Vision LTD STD Life Insurance Accident Insurance Critical Illness Insurance AD&D Insurance FSA Identity Theft Insurance And more..Physical Requirements:Must be capable of sitting for a long period of time working on a computer standing and walking.Equal Opportunity Employer:Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training. Required Experience:Senior IC Key Skills Customer Service,Data Networking,Horticulture,Fashion Designing,Guest Services,ACCA Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 50000 - 75000