What are the responsibilities and job description for the Insurance Sales Professional position at Lathrop Insurance?
Job Overview
Lathrop Insurance is a fourth-generation, independent insurance agency that prioritizes exceptional service and cutting-edge solutions.
We're seeking an ambitious sales professional to drive new business, build lasting client relationships, and grow our personal lines book of business.
Key Responsibilities:
- Develop and execute a targeted sales strategy to drive new business.
- Leverage referral networks, inbound leads, and outbound prospecting to build a robust pipeline.
- Present customized insurance solutions that meet each client's needs.
- Establish strong relationships with clients, mortgage lenders, realtors, and centers of influence to generate new business.
- Proactively cross-sell and upsell policies to maximize client coverage and agency revenue.
Client Relationship Management:
- Serve as a trusted advisor, educating clients on coverage options, risks, and policy benefits.
- Ensure clients have the right protection at the right price.
- Maintain high retention rates by fostering long-term client relationships.
- Provide exceptional customer service before, during, and after the sale.
Requirements:
- 3 years of insurance experience.
- Active Property & Casualty (P&C) License.
- Strong relationship-building and consultative sales skills.
- Proven track record of meeting or exceeding sales targets.
