Insurance Sales

Insurance Sales Agent (Personal Lines New Business Writer)

Company Overview

Baron Insurance Group has been an established personal and commercial lines insurance provider and community leader for over 55 years. We are passionate about creating a fast-paced, dynamic work environment while enriching the lives of their team, clients, and community. In a healthy, caring, and friendly workplace, team members are encouraged to bring ownership to their roles and are rewarded for their purposeful engagement.

Job Summary

The Personal Lines New Business Writer develops strong working relationships with each new potential prospect to understand their individual situation, analyze their needs, provide efficient solutions and cross sell products as appropriate. This position is vital to developing, maintaining, and growing a profitable customer base and further enhancing the reputation and influence of Baron Insurance Group in the greater community.

Primary Responsibilities and Duties

• Converts personal lines prospects into new, profitable Baron clients per the agency sales process while adhering to all carrier and agency underwriting and E&O guidelines (i.e., property inspections, new policy checklists, New Business Checklist entries)
• Documents customer interaction in Pipedrive by taking discovery call notes, proposal review notes, and any other meaningful interactions which shaped the new insurance policies and/or final outcomes
• Documents policy checklists for each new auto or property policy in IMS agency management system to ensure no errors or omissions were made on the new policies
• Reviews property inspections for any new property policies and follows up any noted concerns to ensure requested or mandated work from agency and/or carrier is satisfied by the new client
• Resolves any errors in the monthly sales audit process as provided by the Personal Lines Sales Lead to eliminate existing E&O issues
• Builds, manages and grows a pipeline of new, profitable personal lines prospects
• Determines daily priorities and maintains macro sales process & micro new business lead organization by effectively using our Pipedrive lead management system
• Builds, manages and grows a network of key relationships that drives agency growth
• Rounds out other P&C policy needs at point of sale (Ex- rentals, umbrella, motorcycle, etc.)
• Cross-sells or pivots life and disability insurance opportunities at point of sale
• Works with the PL Sales Lead in order to consistently improves the efficiency and effectiveness of the agency sales process
• Works cooperatively with the Personal Lines Sales and Service teams to meet team-based objectives
• Increases agency online reviews and online reputation
• Works with the PL Sales Lead in order to identify and innovate new ways to build the Baron brand in our community
• Identifies and refers commercial leads to the commercial team
• Maintains strong working relationship with carrier personnel, especially underwriting

Competencies

• Passionate about Baron Insurance’s corporate values -
• Healthy: makes teamwork and unity a priority, even when it is hard
• Hungry: wants to consistently improve themselves and others around them
• Humble: has a servant’s heart, others focused
• Stakeholder: self-motivated, mature adult that welcomes ownership in their role
• Organized, detail oriented, dependable
• Adaptable in a fast-paced environment with changing technological demands
• Well-developed interpersonal and communication skills
• Professional appearance with a caring and friendly demeanor
• Strong analytical skills
• Strong computer literacy
• Ability to negotiate with insurance carriers and customers to find solutions
• Possess problem solving skills taking independent action in finding solutions
• Self-starter, reliable and strong team player
• Adaptable in a fast-paced environment that is deadline oriented
• Willing to grow personally and professionally
• Promotes a proactive approach to all areas of potential growth
• Strong salesmanship

Education and Experience

• Current PA Property & Casualty License (preferred), optional for strong candidate who can pursue licensure ASAP
• Bachelor’s Degree in business or finance field (preferred)
• High school diploma or equivalent (required)

Baron Insurance Group offers a Competitive Benefits Package including:

• 100% paid for Employee Only Health Insurance Coverage (Option to add Family on for a cost)
• 401k with employer match
• Operational and Founders Profit Sharing Programs
• Paid Time Off
• Flex Time
• Employer Paid for Disability and Life
• 7 Paid Holidays
• Baron Cares Program (charity giving)
• Team Birthday Lunches
• Quarterly Team Building Events
• Seniority Vacations

Baron Insurance Group has received the following recognition:

• 2021 Erie Insurance Quality Agency of the Year Winner
• 7 Time Erie Insurance Elite Agency Winner (2013, 2014, 2015, 2016, 2017, 2018, 2020)
• 2021 Erie Insurance Agent of the Year Award Winner

What makes us unique?

• We invest in people – ourselves, our clients and our community
• We are advisors with the heart of a teacher
• We are problem solvers

Job Type: Full-time

Pay: $55,000-$80,000

Job Type: Permanent

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• High school or equivalent (Required)

Experience:

• Insurance sales: 5 years (Preferred)
• Sales: 5 years (Required)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person