Licensed Insurance Sales

Plageman Agency Inc - American Family Insurance
Job Description


The Sales Specialist role markets, prospects and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customer`s needs and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The Personal Lines Sales Specialist is responsible for attaining sales, profitability and service goals for personal lines products.

Insurance Sales

  • Develops knowledge of the local market dynamics for business development opportunities for personal lines products
  • Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
  • Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers
  • Prospects for new business through leads, telephone calls, networking events, trade shows and personal contacts (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups)
  • Secures new business through individual effort and established lead methods
  • Prepares quotations and applications and delivers effective presentations in order to close sales
  • Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
  • Conducts sales and review appointments with prospective and current customers
  • Meets and exceeds sales goals

Company and Brand Promotion

  • Develops, maintains and cultivates community contacts to enhance agency visibility and maximize new business opportunities
  • Participates in events designed to promote brand awareness and educate consumers

Insurance Service

  • Retains existing customers by providing industry leading customer experiences
  • Ensures completion of requested account and policy updates and changes
  • Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues

Knowledge and Skill Development

  • Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service and supporting technology*
  • Participates in continuing education and professional designation programs*


  • Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position: Property and Casualty

Role Requirements

  • Ability to work independently to plan, set priorities and organize work
  • Active involvement in the local community
  • Demonstrated sales and customer service experience
  • Excellent oral and written communication skills
  • Demonstrated analytical skills
  • Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
  • Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
  • Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.

Preferred Knowledge/Skills/Education/Designations

  • Demonstrated knowledge of insurance concepts and principles
  • Demonstrated effective personal lines prospecting and sales experience

Working Conditions

  • Non-typical schedules (evenings or weekends) may be necessary on occasion
  • General office setting
Compensation: Salary, Commission, Bonus

Contact Information