Insurance Sales Agent

Business Title: Sales Agent                                                          Career Level:

Department: Insurance Sales                                                      Job Status: Full-time/Hourly

Reports to: Sales Team Lead                                                       Amount of Travel: None

HomeFirst® (HFA) Agency is a leading insurance agency offering a wide range of insurance products from nationally-known insurance companies to protect your home, property and life. We strive to help customers find the right insurance products to fit their needs at competitive rates. Located in Maryville, Tennessee, we offer homeowners insurance to customers nationwide, and insurance to protect your other property and life in select states. For over 20 years, we have helped customers with their insurance needs. Today, we have more than 180,000 customers.

JOB SUMMARY

The Insurance Sales Agent makes daily outbound sales calls, answers inbound sales calls/referrals, and responds to web leads. This position reports to the Sales Team Lead and offers insurance quotes to prospective new customers through the many top carriers HFA represents.

JOB FUNCTIONS

Prospective Buyers and Lenders 

• Serves as primary point of contact for prospective buyers and lenders.
• Performs outbound call prospecting, contacts potential customers, and identifies needs assuring qualification and closing sales.
• Answers calls, prepares, and underwrites quotes generated from incoming sales calls.             
• Maintains follow up bucket to continue driving sales process and closes completed sales.
• Requests quotes via HomeFirst Agency Website to prepare and email potential customers looking to be quoted.                   
• Communicates with Vanderbilt Mortgage and Finance Inc. and other outside lenders to facilitate post-sale processes.

Analyzes and Underwrites Policies

• Underwrites policies with a fair and objective process that protects the company and provides correct and adequate coverage for customers.  
• Ensures compliance with telemarketing regulations, internal policies, and industry best practices throughout the insurance purchase.
• Gathers and maintains records, files, and additional underwriting exhibits such as pictures and appraisals.                                                                                                                                                                       
• Preserves organized records of sales applications, correspondence, and related documentation.
• Maintains knowledge of available insurance products.

Sales Minded and Collaboration

• Builds and maintains positive relationships with clients, referral partners, and other stakeholders to foster repeat business and referrals.           
• Engages in networking activities and relationship-building efforts to expand the organization's network, generate leads, and cultivate new business opportunities.   
• Markets and promotes Silverton Mortgage/Clayton Building Group Program by developing and cultivating relationships.            
• Sets individual monthly sales goals to drive incentives and sales numbers.
• Collaborates with processors and loan officers at Silverton Mortgage to promote HomeFirst products.
• Partners with Service department to promote current customer referral program.    
• Communicates and interacts effectively with internal customers and external consumers via phone, email, and fax.
• Distributes and works various lead buckets successfully within a team environment.                                
• Ensures follow-up for insurance application signatures.
• Services existing auto policies.

Other duties as assigned

This job description is not an exhaustive list of all the functions that a team member and other duties may be assigned.

REQUIREMENTS AND QUALIFICATIONS

QUALIFICATIONS:

• Education: High School diploma or equivalent, college preferred.
• Experience: 1-2 years of sales experience required. 

• Current