Senior Insurance Advisor (Hybrid)

Primary Accountabilities

• Convert Leads into Qualified Customer Engagements: Manage a prospecting pipeline and develop a sales tracking system to maintain accurate prospect/customer information.
• Achieve Sales and Quality Goals: Meet sales and sales quality goals by selling available insurance products to new customers or servicing existing customers.
• Estimate and Quote Policy Premiums: Provide accurate estimates and quotes for policy premiums while complying with underwriting guidelines.
• Assess Prospective Customers: Gather all necessary information to determine if prospective customers meet underwriting guidelines, and contact appropriate branch staff or division for underwriting guidance when needed.
• Customer Experiences: Handle the most difficult personal lines cases or direct potential customers to other branch staff or resources for information to provide a positive customer experience.
• Develop Community Contacts: Cultivate community contacts to enhance company visibility and maximize new business opportunities.
• Retain Existing Accounts: Provide excellent customer service and holistic risk assessments to help customers prioritize their needs and retain their accounts.

Specialized Knowledge & Skills Requirements

*Attention to detail to provide accurate quotes to clients.

*Ability to multi-task on multiple computer systems/screens during a quote.

*Ability to explain insurance concepts and coverages to clients. Licenses

*Valid driver's license required plus an acceptable driving record.

*Required by state statutes to have proper insurance licensing to sell insurance products: Property and Casualty, (personal lines authority does not qualify) Life and Health.

Additional Knowledge and Skills Requirements

*Proficiency in Spanish as a bilingual skill is a plus.

*Successfully obtain and maintain property and casualty, life, and health producer licenses for sales and service state(s). Required to pass the state licensing exam for property and casualty, life, and health producer licenses within 60 days of hire date.

Travel Requirements

*Up to 10%.

Physical Requirements

*Work that primarily involves sitting/standing.

Working Conditions

*Not Applicable.

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.