Insurance Sales Agent

The insurance sales position serves as the growth engine for Howard Hanna Insurance Services. This role is responsible for achieving sales targets and effectively managing client relationships. Through proactive communication with potential and existing clients you will grow the agency’s book of business, ensuring client needs are met with the highest standards of service. This will include calling on lost business, unsold quotes and monoline business for account rounding.

This role is the face of our agency for existing customers as well as to agency prospects.

Salary Range: $45,000.00 - $75,000.00 per year

• Annual Base Salary + Commission + Bonus Opportunities
• Flexible paid time off and vacation time
• Health Insurance
• 401K
• Paid Holidays
• Dental Insurance
• Vision Insurance
• Hands on Training
• Paid Time Off (PTO)

• 1st year compensation range between $45,000 to $75,000
• highly competitive uncapped commission, and bonus opportunities
• Potential to make estimated $125,000 by year 3 based on productivity!
• excellent training and support for growth!

• Property & Casualty insurance license or open to licensing

• Address difficult issues professionally and quickly
• Listen to learn and strengthen the agency
• Outlast the suck of adopting change
• Be driven to achieve the agency’s goals

* Please note candidates will be emailed an assessment upon applying. To be considered, candidates must complete the assessment and we will follow up upon reviewing *

• Sales agents are expected to meet a minimum monthly target of $60,000 in new business premium.
• Regularly contact the lost business list, unsold quotes nearing renewal, and monoline accounts for reviews and rounding opportunities by using Smart Cycle in Agency Zoom.
• Market all accounts effectively and present tailored proposals.
• Align business placement with the agency's strategic goals.
• Engage actively with customers, listening attentively and asking questions to understand their needs and forge strong relationships.
• Strive to maintain a closing ratio of over 35% by adhering to the new business sales process.

• Identify training needs and develop a personal improvement plan with managerial assistance.
• Commit to regularly enhancing technical and sales skills.
• Aim to improve agency retention, targeting a goal of 93%.
• Achieve at least 75% multiline accounts on average.

• Respond to new inbound inquiries within 5 minutes.
• Conduct diligent follow-ups (5-6 calls) on new web business and after presenting pricing.
• Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement.
• Update the agency management system and carrier websites daily with information on prospects, new business, and service calls.
• Prequalify insurance prospects for insurability and risk quality by completing the underwriting checklist.
• Process request for Policy Coordinator to send insurance applications, including obtaining signatures, payments, binding coverage, and finalizing underwriting needs.

• Share and participate in agency social media activities.
• Contribute to agency branding efforts, including participating in photoshoots when invited.
• Aim to obtain 5 new client testimonials monthly.