Licence Insurance Sales Representative (Bilingual)
Palma Farmers Insurance Agency - Spring, TX

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JOB TITLE: Insurance Agency Producer

SUPERVISOR: To be determined

1. JOB SUMMARY:

Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention and profit goals.

2. JOB TASKS AND RESPONSIBILITIES REGULARLY PERFORMED:

  • Solicits and writes new business for his/her specialist department.
  • Coordinates with the agent and/or operations manager to provide assistance in determining proper coverage.
  • Provides underwriting and rating for new accounts.
  • Maintains knowledge of new products and initiatives. Pursues a program for development of personal and business skills.
  • Actively solicits expiration dates from new clients and prospects.
  • Develops agency relationship with existing clients.
  • Meets the production requirements and goals assigned by the agent or agency manager.
  • Maintains monthly sales record and provides a copy for review to the agent and/or operations manager.
  • Supervision of specialist department CSR.

3. SKILLS AND QUALITIES:

  • Communication Skills
  • Customer Service Skills
  • Computer Skills
  • Sales Experience preferred, but not required

. Bilingual in Spanish

4. JOB QUALIFICATIONS:

a. Education background:
High School or equivalent

b. Experience: 1 to 3 years minimum

c. Special training or licenses:
MUST have Property and Casualty Insurance Licence.

d. Physical requirements:
Lift between 10 to 15 Lbs

5. SUPERVISION: None

6. WORKING CONDITIONS:

Work inside making many duties like cold calls and use of computer.
Work Outside Walking,standing up for long periods of time in any weather.

Work hours: Minimum 30 hours
Days off per week: 2

7. SALARY AND BENEFITS:
Minumum Wage Base Salary.
Commissions and Bonuses according to Goals Achieved.