About this role
Role Overview
- Engage key personnel at the Holman group of auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services
- This may involve personal visits to dealerships, hosting small company sponsored luncheons or other marketing activities as directed by the business
- Develop and maintain an active list of introductions and prospects that may be provided through the dealerships and other sources of referral business
- In addition to working with existing Holman retail customers, this may involve lead follow-up from other sources of business and cross-selling existing insurance clients
- Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household
- Emphasis will be on understanding the holistic view of the household insurance opportunity
- Develop quotes and information for clients that will specifically address their situation
- Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers
- Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested
- Work closely with management team to help achieve premium and retention targets for all lines of selected business
- Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization
- Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives
- Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested
Requirements
- Four-year college degree or demonstrated equivalent experience as determined by department management
- Property & Casualty Insurance License
- Minimum of one-year experience in insurance industry
- Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
- Maintains a quality book of business – 85% retention and 1.4 policies per household
Benefits
- Health Insurance
- Vision Insurance
- Dental Insurance
- Life and Disability Insurance
- Flexible Spending and Health Savings Accounts
- Employee Assistance Program
- 401(k) plan with Company Match
- Paid Time Off (PTO)
- Paid Holidays, Bereavement, and Jury Duty
- Paid Pregnancy/Parental leave
- Paid Military Leave
- Tuition Reimbursement