Summary:
The Sales Associate responds to incoming phone inquiries or works outbound leads from potential customers and provides price quotes on automobile, home and motorcycle insurance with the intention of selling these products. Sales associates are expected to follow up on their leads. Sales Associates may also work on retaining Esurance policyholders during the policy renewal period. Associates may counsel customers on current insurance needs, assist in reducing the number of cancellations or engage in other activities to increase customer loyalty.
Job Responsibilities:
· New to Esurance
· 0 to 3 months experience
· Provide quotes to potential customers for auto, home and motorcycle insurance and complete sales
· Assist customers in purchasing policies for quotes completed online
· Complete quotes on purchased Esurance web leads
· Advise and counsel customers on their insurance needs
· Callback customers as necessary to close sales opportunities
· Make outbound calls to customers who have expressed an interest in Esurance products
· Follow up on quoted leads
· Reviewing current customers coverage’s and cross selling other products
· Overcoming a current customers request to cancel their policy
· Maintain training in sales skills and insurance products
· Cross-sell additional products including Homeowners, Renters and Motorcycle
Qualifications:
· 1+ years sales experience
· Ability to take initiative
· Demonstrates persistence, overcomes obstacles, and strives to improve skills and achieve goals
· Closes the sale by addressing customer concerns, demonstrating empathy, and consistently moving the customer towards commitment
· Focuses the sales effort around identifying and fulfilling customers' current and future needs
· Effective organizational skills
Education and Experience:
· High school diploma or equivalent work experience required
· Property and Casualty license required
· College degree a plus
Physical Demands & Work Environment:
Representative of those that must be met by an employee to successfully perform the essential functions of this job. Must be able to operate a PC and sit for extended periods of time. Occasional travel may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description intends to describe the general nature and level of work being performed by people assigned to
this job. It is not intended include all duties and responsibilities. The order in which duties and responsibilities are
listed is not significant.