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Featured Local Job: Regional Senior Products Agent

Friday, August 5, 2022 @ 08:08 AM

Posted by Tyler Ochs

Burns and Burns Insurance currently has an opening for a Regional Senior Products Agent.

Job Location: Clarion, PA, 16214, USA
Job Category: Insurance Sales
Job Type: Full-Time

Remote Type: No

Job Description

THERE IS NO CEILING TO YOUR SUCCESS!

Burns and Burns Insurance is looking to better their company by hiring motivated workers who care about their customers. With a family-oriented office environment, Burns and Burns Insurance is searching for a qualified candidate who is ready and willing to learn how to best serve their clients.

Salary: $40,000.00 – $60,000.00 per year

Benefits:

  • Family-oriented environment/ culture
  • Vacation and sick time
  • Paid holidays
  • 401K & profit sharing

  • Health insurance, flexible spending account, group life insurance, long-term disability
  • Multiple carrier appointments. Unlike captive agents, Burns and Burns represents over 60 carriers, which means they are able to assist their clients with more options to best fit their needs
  • EEOC

Responsibilities:

New Sales:

  • Identifies and develops insurance prospects and appropriate markets
  • Responds to referrals quickly and effectively
  • Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
  • Creates and maintains client or prospect lists
  • Designs insurance plans and recommends coverages to clients
  • Creates insurance proposals; makes sales presentations to prospective and existing clients on new and renewal business
  • Completes and submits applications and related documentation to appropriate insurance markets
  • Prepares, requests, and delivers binders to insureds
  • Educates clients concerning agency payment expectations and cancellation procedures
  • Asks for referrals from insureds to help generate new business
  • Develop a deep knowledge on the differences between a variety of Medicare carriers to ensure that you are placing clients in the plan that best fits their needs

Retention and Continuous Marketing:

  • Reach out to customer leads through cold calling
  • Expedite the resolution of customer problems and complaints to maximize satisfaction
  • Explains coverages and exclusions and documents explanations on automated file for future reference
  • Develops a book of business that is profitable for both the agency and the carrier
  • Reviews existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary
  • Assists service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
  • Reviews appropriate policy change requests and other account activity
  • Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered
  • Establish, develop and maintain positive business and customer relationships
  • Accepts and handles any duties/prospects as assigned by agency management

Personal and Organizational Development:

  • Participates in sales meetings
  • Identifies training needs with assistance from managers. Develops a personal improvement plan, and take responsibility for learning and improving technical and sales skills regularly
  • Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc
  • Responsible for passing ALL yearly federal (AHIP) and carrier-specific exams relating to Medicare sales
  • Continuously improve through feedback
  • Keep abreast of best practices and promotional trends
  • Analyze the territory/market’s potential, track sales, and status reports
  • Coordinate sales effort with team members and other departments

Requirements:

Education: High school diploma
Experience: Insurance experience is a plus.
Life & health license required.

As well as:

  • Strong time management skills
  • Attention to detail-job requires being careful about details and completing tasks thoroughly
  • Integrity – job requires being honest and ethical
  • Concern for others-job requires being sensitive to others’ needs, feelings, and being helpful on the job
  • Adaptability – job requires being open to change and to consider variety in the workplace
  • Initiative – job requires a willingness to take on responsibilities and challenges

Interested individuals may apply by submitting his/or her resume to Bree Daugherty at [email protected]


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