Licensed Insurance Sales & Service Agent

Job Description

Job Description

Licensed Insurance Sales & Service Agent (Hybrid Role with Career Path)

Howard Beatty IV Insurance Agency

About Us: We are a highly motivated, family-owned agency offering a broad portfolio including Auto, Home, Commercial, Life Insurance, and Specialty/Recreational Vehicles. Our agency prides itself on caring for one another and creating a dynamic, fun sales atmosphere. We offer access to the general marketplace for Property & Casualty, and we provide all materials, training, and an office space to ensure your main focus is on hitting your goals and striving to build a career that allows you to become a business owner.

This is a career opportunity, not just a job. We are looking for a dedicated, career-driven individual motivated for long-term growth and self-development.

Position Summary (Service & Sales Focus)

We are seeking a highly motivated agent to blend sales expertise with exceptional customer service. This hybrid role involves managing existing business while actively pursuing new sales opportunities. The long-term vision is for the right candidate to develop a successful, lucrative career with our agency, and if desired, assistance with opening their own agency.

Schedule & Requirements

• Schedule: This is a Hybrid Role that often requires dedication beyond a standard 9-5 to hit personal goals. On-time attendance is mandatory.
• Licensing (Must Have): Michigan Property & Casualty (P&C) license required prior to start date.
• Experience: Prior sales experience (at least one year preferred) or insurance experience is a plus, but motivated individuals are welcome.
• Commitment: Must be motivated and career-driven, focused on long-term growth with the company.

Core Duties and Responsibilities

Sales & Growth (Hunting Sales Opportunities):

• Answer inbound calls and make outbound sales calls to hunt new sales opportunities.
• Develop leads and schedule appointments with prospective clients.
• Receive top-quality leads in the form of live phone transfers and emailed leads for multi-vehicle households.
• Use a customer-focused, needs-based insurance review process to educate customers about insurance options.
• Hit your assigned monthly goal; keep motivation and pride in your work top priority.
• Develop relationships with insured clients to generate natural referrals.

Client Service & Underwriting (Book of Business):

• Handle beginning-of-day tasks for the agency.
• Answer phone calls and service insurance policies already on the book of business.
• Handle underwriting messages/tasks that come in daily.
• Contact canceled accounts or accounts that have not made payments.
• Respond to insurance inquiries regarding policy changes, transfers, claims, and billing clarification.
• Obtain underwriting approval by completing the application for coverage.
• Required to obtain all necessary documents to make sure the premium does not change after the policy is issued.
• Onboard new clients (welcoming them and ensuring they have been provided with everything they need).
• Cross-selling will be taught, and you will be required to proactively reach out to existing clients to add on additional Lines of business.

Required Skills & Qualifications

• Software: Proficient with Excel and Microsoft Office Email.
• Communication: Excellent written and verbal communication skills; personable with high-energy.
• Work Ethic: Organized, self-motivated, fast learner, and proactive in problem-solving.
• Sales Focus: Experience in conflict resolution and strong negotiation skills.
• Commitment: Willingness to help and take pride in your work!

Bonuses and Benefits:

• Competitive Base Pay + Uncapped Commission (Total OTE Based on performance)
• Monthly Bonuses and Annual Bonuses
• Daily Sales Competitions with Cash and Team PTO rewards
• Annual Raises
• Provided Warm Live Transfer Leads
• Hands-On Mentorship and Training Provided
• Office Space with Massage Therapist and Fun Sales Atmosphere

This could be your opportunity to create your own business! Apply today and start your long-term career in insurance.

Company DescriptionOur family-owned independent agency offers Auto, Home, Commercial, Credit Card, Membership, Boat, Rec Vehicles, and Life Insurance. This agency has the ability to shop through the commercial general marketplace and provide coverage through multiple carriers for all lines of insurance. We are different from other agencies because the owner has worked all positions in insurance and that has made him very in tune with best practices for each role. There is room to grow on this team and many money-making opportunities for you to meet your financial goal. The environment is hard working but when we hit goal we celebrate with bonuses and team outings!

Company Description

Our family-owned independent agency offers Auto, Home, Commercial, Credit Card, Membership, Boat, Rec Vehicles, and Life Insurance. This agency has the ability to shop through the commercial general marketplace and provide coverage through multiple carriers for all lines of insurance. We are different from other agencies because the owner has worked all positions in insurance and that has made him very in tune with best practices for each role. There is room to grow on this team and many money-making opportunities for you to meet your financial goal. The environment is hard working but when we hit goal we celebrate with bonuses and team outings!